GUG

Guggenheim Active Allocation Fund

49 hedge funds and large institutions have $138M invested in Guggenheim Active Allocation Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
17
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
26
Kingsview Wealth Management
Oregon
$329K +$10.7K +649 +3%
BRWA
27
B. Riley Wealth Advisors
Florida
$303K -$1.52M -92,346 -83%
RJT
28
Raymond James Trust
Florida
$295K
ACP
29
Aviance Capital Partners
Florida
$294K -$86.1K -5,202 -23%
NA
30
Nordwand Advisors
Pennsylvania
$273K
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$261K +$4.63K +280 +2%
AWA
32
Arete Wealth Advisors
Illinois
$252K -$110K -6,648 -30%
WS
33
Wedbush Securities
California
$246K -$4.19K -253 -2%
UBS Group
34
UBS Group
Switzerland
$217K +$103K +6,211 +90%
EH
35
Equitable Holdings
New York
$206K +$348 +21 +0.2%
SC
36
Savant Capital
Illinois
$190K +$190K +11,510 New
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$186K
MWM
38
MGB Wealth Management
Texas
$185K
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$183K +$4.03K +244 +2%
AGWCA
40
Annis Gardner Whiting Capital Advisors
Florida
$124K +$124K +7,500 New
SPIA
41
Steward Partners Investment Advisory
New York
$82.2K +$67.9K +4,100 +475%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$62.9K +$62.9K +3,800 New
AWM
43
Avior Wealth Management
Nebraska
$59K +$6.87K +415 +13%
Comerica Bank
44
Comerica Bank
Texas
$36.4K
GWM
45
Geneos Wealth Management
Colorado
$24.8K
HI
46
Harbour Investments
Wisconsin
$24.8K
PWA
47
Provenance Wealth Advisors
Florida
$5.98K +$5.98K +361 New
IAIM
48
International Assets Investment Management
Florida
$3K +$2.82K +46,650 +1,555%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$33 +$33 +2 New
AW
50
Atlas Wealth
Ohio
-$4.41M -291,278 Closed