ARDC

Are Dynamic Credit Allocation Fund
ARDC

Overview Fund Activity

58 hedge funds and large institutions have $101M invested in Are Dynamic Credit Allocation Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+6
Holders Change %
+11.54%
% 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
17
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Advisornet Financial
Minnesota
$3.34M
2
SFS
Shaker Financial Services
Virginia
$1.52M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
$759K
4
WAM
Wolverine Asset Management
Illinois
$955K
5
SIA
Sit Investment Associates
Minnesota
$621K

Top Sellers

1
FIA
Foundations Investment Advisors
Arizona
$5.01M
2
GC
Guggenheim Capital
Illinois
$5.45M
3
AAM
Advisors Asset Management
Colorado
$5.32M
4
LCM
Landscape Capital Management
New Jersey
$1.73M
5
Raymond James Financial
Raymond James Financial
Florida
$679K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$24M -$226K -15,890 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$6.25M +$490K +34,449 +9%
GC
3
Guggenheim Capital
Illinois
$5.45M -$727K -51,158 -12%
AAM
4
Advisors Asset Management
Colorado
$5.32M -$455K -31,962 -8%
FIA
5
Foundations Investment Advisors
Arizona
$5.01M -$797K -56,069 -14%
UAG
6
United Advisor Group
Ohio
$4.78M +$77.3K +5,435 +2%
Stifel Financial
7
Stifel Financial
Missouri
$4.31M +$219K +15,408 +5%
Invesco
8
Invesco
Georgia
$4.24M +$335K +23,540 +9%
Bank of America
9
Bank of America
North Carolina
$3.53M -$67.4K -4,739 -2%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$3.4M +$486K +34,195 +17%
AF
11
Advisornet Financial
Minnesota
$3.34M +$936K +65,840 +39%
CIA
12
Capital Investment Advisors
Georgia
$2.89M -$66.2K -4,653 -2%
HA
13
Huntleigh Advisors
Missouri
$2.86M +$18.3K +1,285 +0.6%
Cohen & Steers
14
Cohen & Steers
New York
$2.56M – – –
SAM
15
Secure Asset Management
Michigan
$2.52M -$238K -16,720 -9%
FFA
16
Farther Finance Advisors
California
$1.95M +$179K +12,556 +10%
NW
17
NewEdge Wealth
Pennsylvania
$1.91M +$164K +11,417 +9%
LCM
18
Landscape Capital Management
New Jersey
$1.73M -$450K -31,639 -21%
SFS
19
Shaker Financial Services
Virginia
$1.52M +$761K +53,492 +100%
RAM
20
Readystate Asset Management
Illinois
$1.28M +$255K +17,935 +25%
CWP
21
Curated Wealth Partners
California
$1.22M – – –
NFG
22
Nations Financial Group
Iowa
$991K -$45.2K -3,182 -4%
WAM
23
Wolverine Asset Management
Illinois
$955K +$680K +47,813 +247%
PAMP
24
Polar Asset Management Partners
Ontario, Canada
$759K +$759K +53,370 New
VIA
25
Virtus Investment Advisers
Connecticut
$729K -$104K -7,313 -12%
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