GUG

Guggenheim Active Allocation Fund

49 hedge funds and large institutions have $161M invested in Guggenheim Active Allocation Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
26
Journey Strategic Wealth
New Jersey
$431K
USCWA
27
U.S. Capital Wealth Advisors
Texas
$419K
LPL Financial
28
LPL Financial
California
$388K
DC
29
Davenport & Co
Virginia
$375K
LNWWM
30
Laird Norton Wetherby Wealth Management
California
$369K
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$340K
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$339K
KWM
33
Kingsview Wealth Management
Oregon
$298K
Walleye Capital
34
Walleye Capital
New York
$254K
WS
35
Wedbush Securities
California
$237K
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$189K
NA
37
Nordwand Advisors
Pennsylvania
$180K
BCI
38
Brinker Capital Investments
Pennsylvania
$179K
MWM
39
MGB Wealth Management
Texas
$171K
SC
40
SouthState Corp
Florida
$132K
AGWCA
41
Annis Gardner Whiting Capital Advisors
Florida
$117K
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$81.3K
GWM
43
Geneos Wealth Management
Colorado
$46.9K
LFG
44
Larson Financial Group
Missouri
$46.9K
TFGT
45
TS Financial Group (TSFG)
Illinois
$27K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$23.7K
HI
47
Harbour Investments
Wisconsin
$23.5K
EC
48
Elequin Capital
New York
$12.6K
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$3.13K
Millennium Management
50
Millennium Management
New York