GUG

Guggenheim Active Allocation Fund
GUG

Overview Fund Activity

51 hedge funds and large institutions have $126M invested in Guggenheim Active Allocation Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
24
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
Atlas Wealth
Ohio
$4.41M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$9.92M
3
Morgan Stanley
Morgan Stanley
New York
$30.9M
4
AAM
Advisors Asset Management
Colorado
$5.72M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
$3.87M

Top Sellers

1
RVPG
Relative Value Partners Group
$0
2
Bank of America
Bank of America
North Carolina
$10M
3
SCM
Saba Capital Management
New York
$0
4
LCM
Landscape Capital Management
New Jersey
$0
5
USCWA
U.S. Capital Wealth Advisors
Texas
$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
51
Castleview Partners
Texas
$4.45K +$4.45K +298 New
RVPG
52
Relative Value Partners Group
– -$3.44M -239,438 Closed
SCM
53
Saba Capital Management
New York
– -$1.99M -135,269 Closed
LCM
54
Landscape Capital Management
New Jersey
– -$1.21M -82,164 Closed
US Bancorp
55
US Bancorp
Minnesota
– -$184K -12,485 Closed
IA
56
IFP Advisors
Florida
– -$18.4K -1,250 Closed
S
57
SignatureFD
Georgia
– -$14.8K -1,006 Closed
FIA
58
FNY Investment Advisers
New York
– -$5 -400 Closed
1 2
3