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 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
27
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JSW
26
Journey Strategic Wealth
New Jersey
$431K -$31.3K -2,000 -7%
USCWA
27
U.S. Capital Wealth Advisors
Texas
$419K
LPL Financial
28
LPL Financial
California
$388K +$3.74K +239 +1%
DC
29
Davenport & Co
Virginia
$375K
LNWWM
30
Laird Norton Wetherby Wealth Management
California
$369K +$369K +23,590 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$340K +$36.1K +2,310 +12%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$339K +$7.79K +498 +2%
KWM
33
Kingsview Wealth Management
Oregon
$298K -$8.6K -550 -3%
Walleye Capital
34
Walleye Capital
New York
$254K -$261K -16,712 -51%
WS
35
Wedbush Securities
California
$237K +$1.06K +68 +0.5%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$189K +$7.27K +464 +4%
NA
37
Nordwand Advisors
Pennsylvania
$180K
BCI
38
Brinker Capital Investments
Pennsylvania
$179K +$179K +11,450 New
MWM
39
MGB Wealth Management
Texas
$171K -$205K -13,098 -55%
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 +$72.7K +4,649 +845%
GWM
43
Geneos Wealth Management
Colorado
$46.9K -$46.9K -3,000 -50%
LFG
44
Larson Financial Group
Missouri
$46.9K +$46.9K +3,000 New
TFGT
45
TS Financial Group (TSFG)
Illinois
$27K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$23.7K +$23.7K +1,518 New
HI
47
Harbour Investments
Wisconsin
$23.5K
EC
48
Elequin Capital
New York
$12.6K -$56.3K -3,600 -82%
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$3.13K +$3.13K +200 New
Millennium Management
50
Millennium Management
New York
-$220K -14,602 Closed