ARDC

Are Dynamic Credit Allocation Fund
ARDC

Overview Fund Activity

52 hedge funds and large institutions have $98.2M invested in Are Dynamic Credit Allocation Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Advisornet Financial
Minnesota
+$2.39M
2
LCM
Landscape Capital Management
New Jersey
+$2.16M
3
RAM
Readystate Asset Management
Illinois
+$1.02M
4
VIA
Virtus Investment Advisers
Connecticut
+$827K
5
SFS
Shaker Financial Services
Virginia
+$753K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$2.21M
2
GC
Guggenheim Capital
Illinois
-$1.13M
3
VEA
Virtus ETF Advisers
New York
-$711K
4
TWP
Tyche Wealth Partners
Texas
-$349K
5
CA
Cornerstone Advisors
North Carolina
-$258K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$24M +$527K +37,302 +2%
GC
2
Guggenheim Capital
Illinois
$6.14M -$1.13M -79,861 -16%
AAM
3
Advisors Asset Management
Colorado
$5.74M -$49.8K -3,528 -0.9%
Morgan Stanley
4
Morgan Stanley
New York
$5.72M +$219K +15,481 +4%
FIA
5
Foundations Investment Advisors
Arizona
$5.72M +$198K +14,142 +4%
UAG
6
United Advisor Group
Ohio
$4.67M +$132K +9,361 +3%
Stifel Financial
7
Stifel Financial
Missouri
$4.06M +$429K +30,350 +12%
Invesco
8
Invesco
Georgia
$3.87M -$191K -13,555 -5%
Bank of America
9
Bank of America
North Carolina
$3.57M +$240K +16,976 +7%
CIA
10
Capital Investment Advisors
Georgia
$2.94M -$139K -9,824 -5%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$2.89M -$238K -16,842 -8%
HA
12
Huntleigh Advisors
Missouri
$2.82M +$72.4K +5,130 +3%
SAM
13
Secure Asset Management
Michigan
$2.74M +$87K +6,158 +3%
Cohen & Steers
14
Cohen & Steers
New York
$2.55M -$2.21M -156,481 -46%
AF
15
Advisornet Financial
Minnesota
$2.39M +$2.39M +169,280 New
LCM
16
Landscape Capital Management
New Jersey
$2.16M +$2.16M +153,322 New
FFA
17
Farther Finance Advisors
California
$1.75M +$80.7K +5,730 +5%
NW
18
NewEdge Wealth
Pennsylvania
$1.71M +$213K +15,100 +14%
CWP
19
Curated Wealth Partners
California
$1.21M -$9.67K -685 -0.8%
NFG
20
Nations Financial Group
Iowa
$1.03M -$23.1K -1,636 -2%
RAM
21
Readystate Asset Management
Illinois
$1.02M +$1.02M +72,422 New
Raymond James Financial
22
Raymond James Financial
Florida
$985K -$10.8K -765 -1%
VIA
23
Virtus Investment Advisers
Connecticut
$827K +$827K +58,573 New
UBS Group
24
UBS Group
Switzerland
$767K -$46.3K -3,277 -6%
SFS
25
Shaker Financial Services
Virginia
$753K +$753K +53,298 New
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