Guggenheim Active Allocation Fund
GUG
44 hedge funds and large institutions have $161M invested in Guggenheim Active Allocation Fund in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 12 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
0.69% less ownership
Funds ownership: 32.73% → 32.04% (-0.69%)
3% less capital invested
Capital invested by funds: $165M → $161M (-$4.41M)
17% less funds holding
Funds holding: 53 → 44 (-9)
67% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$1.57M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$953K |
| 3 |
Morgan Stanley
New York
|
+$884K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$473K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$469K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$2.76M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.59M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.36M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$1.05M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$495K |
GUG Hedge Fund Activity: Q1 2026 in Review
44 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Active Allocation Fund (GUG) for Q1 2026, worth a combined $161M — down 2.7% from $165M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of GUG and 4 opened new positions — a net loss of 8 holders — while 12 trimmed existing stakes and 20 added.
The largest buyer was Cohen & Steers, adding an estimated $1.57M. The largest seller was Corrado Advisors, exiting entirely with an estimated $2.76M sold.
- 44 institutional investors held Guggenheim Active Allocation Fund (GUG) as of Q1 2026, down from 53 in Q4 2025.
- Funds reported $161M of Guggenheim Active Allocation Fund stock for Q1 2026, down 2.7% quarter-over-quarter.
- 4 funds opened new Guggenheim Active Allocation Fund positions in Q1 2026 and 12 closed out, a net change of -8 holders.
- The largest Guggenheim Active Allocation Fund buyer in Q1 2026 was Cohen & Steers, an estimated $1.57M added.
- The largest Guggenheim Active Allocation Fund seller in Q1 2026 was Corrado Advisors, an estimated $2.76M sold.
Based on aggregated 13F filings for Q1 2026.