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ARDC

Are Dynamic Credit Allocation Fund

65 hedge funds and large institutions have $102M invested in Are Dynamic Credit Allocation Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

10% more funds holding

Funds holding: 5965 (+6)

0.35% more ownership

Funds ownership: 30.13%30.49% (+0.35%)

0% more capital invested

Capital invested by funds: $102M → $102M (+$72.7K)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
23
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$25.2M +$1.54M +106,590 +6%
Morgan Stanley
2
Morgan Stanley
New York
$6.8M +$639K +44,157 +10%
AAM
3
Advisors Asset Management
Colorado
$5.92M +$671K +46,322 +12%
GC
4
Guggenheim Capital
Illinois
$5.22M -$180K -12,446 -3%
FIA
5
Foundations Investment Advisors
Arizona
$5.21M +$257K +17,734 +5%
UAG
6
United Advisor Group
Ohio
$4.95M +$226K +15,576 +5%
Invesco
7
Invesco
Georgia
$4.59M +$410K +28,337 +10%
AF
8
Advisornet Financial
Minnesota
$4.49M +$1.22M +84,013 +36%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$3.73M +$372K +25,683 +11%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$3.3M +$3.02M +208,715 +809%
HA
11
Huntleigh Advisors
Missouri
$3.02M +$201K +13,894 +7%
NW
12
NewEdge Wealth
Pennsylvania
$3.02M +$1.21M +83,889 +63%
CIA
13
Capital Investment Advisors
Georgia
$2.83M -$35K -2,420 -1%
Stifel Financial
14
Stifel Financial
Missouri
$2.66M -$1.65M -114,044 -38%
Bank of America
15
Bank of America
North Carolina
$2.6M -$918K -63,372 -26%
SAM
16
Secure Asset Management
Michigan
$1.98M -$526K -36,356 -20%
FFA
17
Farther Finance Advisors
California
$1.51M -$434K -29,963 -22%
CWP
18
Curated Wealth Partners
California
$1.2M
LCM
19
Landscape Capital Management
New Jersey
$1.06M -$675K -46,631 -38%
NFG
20
Nations Financial Group
Iowa
$978K -$2.85K -197 -0.3%
P
21
&Partners
Tennessee
$948K +$457K +31,588 +88%
Osaic Holdings
22
Osaic Holdings
Arizona
$824K -$59.8K -4,128 -7%
VF
23
Virtu Financial
New York
$786K +$809K +55,893 New
PAMP
24
Polar Asset Management Partners
Ontario, Canada
$770K +$19.7K +1,361 +3%
VIA
25
Virtus Investment Advisers
Connecticut
$711K -$10.3K -713 -1%

ARDC Hedge Fund Activity: Q3 2025 in Review

65 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Are Dynamic Credit Allocation Fund (ARDC) for Q3 2025, worth a combined $102M — up 0.07% from $102M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ARDC positions and 7 closed out — a net gain of 6 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $3.02M. The largest seller was Cohen & Steers, exiting entirely with an estimated $2.56M sold.

  • 65 institutional investors held Are Dynamic Credit Allocation Fund (ARDC) as of Q3 2025, up from 59 in Q2 2025.
  • Funds reported $102M of Are Dynamic Credit Allocation Fund stock for Q3 2025, up 0.07% quarter-over-quarter.
  • 13 funds opened new Are Dynamic Credit Allocation Fund positions in Q3 2025 and 7 closed out, a net change of +6 holders.
  • The largest Are Dynamic Credit Allocation Fund buyer in Q3 2025 was Janney Montgomery Scott, an estimated $3.02M added.
  • The largest Are Dynamic Credit Allocation Fund seller in Q3 2025 was Cohen & Steers, an estimated $2.56M sold.

Based on aggregated 13F filings for Q3 2025.