GUG

Guggenheim Active Allocation Fund

56 hedge funds and large institutions have $136M invested in Guggenheim Active Allocation Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
56
Holders Change
+7
Holders Change %
+14.29%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
22
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DC
26
Davenport & Co
Virginia
$375K -$14.9K -1,000 -4%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$347K -$137K -9,193 -28%
WS
28
Wedbush Securities
California
$337K +$116K +7,800 +52%
LPL Financial
29
LPL Financial
California
$298K +$298K +20,047 New
KWM
30
Kingsview Wealth Management
Oregon
$292K -$3.79K -255 -1%
ACP
31
Aviance Capital Partners
Florida
$289K +$24.7K +1,664 +9%
PI
32
PFG Investments
New York
$280K -$193K -13,000 -41%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$264K +$29.1K +1,959 +12%
BRWA
34
B. Riley Wealth Advisors
Florida
$246K -$27K -1,814 -10%
NA
35
Nordwand Advisors
Pennsylvania
$245K
IAA
36
Independent Advisor Alliance
North Carolina
$239K +$239K +16,103 New
AWA
37
Arete Wealth Advisors
Illinois
$231K +$4.6K +309 +2%
Invesco
38
Invesco
Georgia
$197K +$197K +13,247 New
MWM
39
MGB Wealth Management
Texas
$179K +$11.1K +747 +7%
LCM
40
Landscape Capital Management
New Jersey
$176K +$176K +11,839 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$169K +$3.86K +259 +2%
LNWWM
42
Laird Norton Wetherby Wealth Management
California
$167K
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$154K +$154K +10,366 New
SPIA
44
Steward Partners Investment Advisory
New York
$144K +$69.9K +4,700 +95%
SC
45
SouthState Corp
Florida
$125K +$125K +8,425 New
AGWCA
46
Annis Gardner Whiting Capital Advisors
Florida
$112K
AWM
47
Avior Wealth Management
Nebraska
$81.5K +$28.4K +1,913 +54%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$64.7K +$8.18K +550 +14%
Comerica Bank
49
Comerica Bank
Texas
$32.7K
GWM
50
Geneos Wealth Management
Colorado
$22.3K