Guggenheim Active Allocation Fund
GUG
46 hedge funds and large institutions have $183M invested in Guggenheim Active Allocation Fund in 2026 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
14% more capital invested
Capital invested by funds: $161M → $183M (+$21.7M)
5% more funds holding
Funds holding: 44 → 46 (+2)
2.61% more ownership
Funds ownership: 32.04% → 34.64% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$13.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$5.83M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$1.74M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.59M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
-$8.18M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$1.15M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$844K |
| 4 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$739K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$474K |
GUG Hedge Fund Activity: Q2 2026 in Review
46 of the 8,330 institutional investors tracked by Wall St. Rank reported a position in Guggenheim Active Allocation Fund (GUG) for Q2 2026, worth a combined $183M — up 14% from $161M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new GUG positions and 6 closed out — a net gain of 3 holders — while 15 added to existing stakes and 13 trimmed.
The largest buyer was Atlas Wealth, opening a new position worth an estimated $13.4M. The largest seller was Pathstone Holdings, cutting an estimated $8.18M.
- 46 institutional investors held Guggenheim Active Allocation Fund (GUG) as of Q2 2026, up from 44 in Q1 2026.
- Funds reported $183M of Guggenheim Active Allocation Fund stock for Q2 2026, up 14% quarter-over-quarter.
- 9 funds opened new Guggenheim Active Allocation Fund positions in Q2 2026 and 6 closed out, a net change of +3 holders.
- The largest Guggenheim Active Allocation Fund buyer in Q2 2026 was Atlas Wealth, an estimated $13.4M added.
- The largest Guggenheim Active Allocation Fund seller in Q2 2026 was Pathstone Holdings, an estimated $8.18M sold.
Based on aggregated 13F filings for Q2 2026.