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ARDC

Are Dynamic Credit Allocation Fund

59 hedge funds and large institutions have $102M invested in Are Dynamic Credit Allocation Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

13% more funds holding

Funds holding: 5259 (+7)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

4% more capital invested

Capital invested by funds: $98.2M → $102M (+$4.15M)

0.22% less ownership

Funds ownership: 30.35%30.13% (-0.22%)

Holders
59
Holders Change
+7
Holders Change %
+13.46%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$24M -$220K -15,890 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$6.25M +$476K +34,449 +9%
GC
3
Guggenheim Capital
Illinois
$5.45M -$707K -51,158 -12%
AAM
4
Advisors Asset Management
Colorado
$5.32M -$442K -31,962 -8%
FIA
5
Foundations Investment Advisors
Arizona
$5.01M -$775K -56,069 -14%
UAG
6
United Advisor Group
Ohio
$4.78M +$75.1K +5,435 +2%
Stifel Financial
7
Stifel Financial
Missouri
$4.31M +$213K +15,408 +5%
Invesco
8
Invesco
Georgia
$4.24M +$325K +23,540 +9%
Bank of America
9
Bank of America
North Carolina
$3.53M -$65.5K -4,739 -2%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$3.4M +$472K +34,195 +17%
AF
11
Advisornet Financial
Minnesota
$3.34M +$910K +65,840 +39%
CIA
12
Capital Investment Advisors
Georgia
$2.89M -$64.3K -4,653 -2%
HA
13
Huntleigh Advisors
Missouri
$2.86M +$17.8K +1,285 +0.6%
Cohen & Steers
14
Cohen & Steers
New York
$2.56M
SAM
15
Secure Asset Management
Michigan
$2.52M -$231K -16,720 -9%
FFA
16
Farther Finance Advisors
California
$1.95M +$173K +12,556 +10%
NW
17
NewEdge Wealth
Pennsylvania
$1.91M +$158K +11,417 +9%
LCM
18
Landscape Capital Management
New Jersey
$1.73M -$437K -31,639 -21%
SFS
19
Shaker Financial Services
Virginia
$1.52M +$739K +53,492 +100%
RAM
20
Readystate Asset Management
Illinois
$1.28M +$248K +17,935 +25%
CWP
21
Curated Wealth Partners
California
$1.22M
NFG
22
Nations Financial Group
Iowa
$991K -$44K -3,182 -4%
WAM
23
Wolverine Asset Management
Illinois
$955K +$661K +47,813 +247%
Osaic Holdings
24
Osaic Holdings
Arizona
$869K +$130K +9,394 +18%
PAMP
25
Polar Asset Management Partners
Ontario, Canada
$759K +$737K +53,370 New

ARDC Hedge Fund Activity: Q2 2025 in Review

59 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Are Dynamic Credit Allocation Fund (ARDC) for Q2 2025, worth a combined $102M — up 4.2% from $98.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ARDC positions and 2 closed out — a net gain of 7 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Advisornet Financial, adding an estimated $910K. The largest seller was Foundations Investment Advisors, cutting an estimated $775K.

  • 59 institutional investors held Are Dynamic Credit Allocation Fund (ARDC) as of Q2 2025, up from 52 in Q1 2025.
  • Funds reported $102M of Are Dynamic Credit Allocation Fund stock for Q2 2025, up 4.2% quarter-over-quarter.
  • 9 funds opened new Are Dynamic Credit Allocation Fund positions in Q2 2025 and 2 closed out, a net change of +7 holders.
  • The largest Are Dynamic Credit Allocation Fund buyer in Q2 2025 was Advisornet Financial, an estimated $910K added.
  • The largest Are Dynamic Credit Allocation Fund seller in Q2 2025 was Foundations Investment Advisors, an estimated $775K sold.

Based on aggregated 13F filings for Q2 2025.