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MFWire: Guggenheim Funds, Rydex Target Beta Funds, CurrencyShares, BulletShares
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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Guggenheim Investments
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2455 Corporate West Drive
Lisle, IL 60532
Google Maps
Contact
Main Phone: 630-577-2243
Web Site:
http://www.guggenheimfunds.com
Mutual Fund Brand(s)
Guggenheim Funds, Rydex Target Beta Funds, CurrencyShares, BulletShares
Research Links
SEC Fund Filings by CIK
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Background:
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On April 9, 2014, John Klein had left his position as Guggenheim president.
On February 28, 2012, Deutsche Bank confirmed that it is now in "exclusive negotiations" to sell much of its global asset management business, including the DWS [profile] mutual fund business in the U.S., to Guggenheim. Yet Guggenheim and Deutsche ended the negotiations in May 2012 for all save the alternatives business.
Guggenheim Partners acquired Claymore Securities, an ETF-specialist, in 2009 and re-branded the firm with the Guggenheim moniker in September 2010. Meanwhile, in February 2010 Guggenheim Partners led a coalition to snap up Security Benefit for $400 million. That deal brought SGI | Security Global Investors and Rydex | SGI [profile] into the Guggenheim fold.
The Security Benefit deal closed in August 2010, and in September 2011 Guggenheim Partners combined its 11 asset management arms, including the former Claymore and Rydex ETF and leveraged- and inverse-mutual fund businesses, into a single, new, $119-billion-AUM subsidiary; Guggenheim Investments. At the time, Guggenheim planned to keep the Rydex brand alive only for the Rydex Target Beta funds.
In November 2011, Guggenheim's Canadian unit is reportedly a strategic target for a pair of local banks, Bank of Montreal and Royal Bank of Canada, and Invesco PowerShares Capital Management.
As of March 31, 2017, the firm has a total AUM of $260 billion.
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Sponsored Opportunities
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Key People:
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Jerry Miller
President, Guggenheim Investments | David Hooten
CEO and Chairman of the Board, Guggenheim Funds - Claymore Securities, Inc. | Michael Rigert
Vice Chairman, Guggenheim Funds - Claymore Securities, Inc. | Chris Parisi
Senior Managing Director, Head of Intermediary Distribution, Guggenheim Funds Distributor | Bruce Albeida
CFO and Senior Managing Director, Guggenheim Funds | Kevin Robinson
General Counsel and Corporate Secretary and Senior Managing Director, Guggenheim Funds - Claymore Securities, Inc. | Dominick Cogliandro
Chief Operating Officer and Senior Managing Director, Guggenheim Funds | Tom Futrell
Chief Investment Officer and Senior Managing Director, Guggenheim Funds - Claymore Securities | Anne Kovechar
Senior Managing Director of Compliance, Guggenheim Funds - Claymore Securities, Inc. | Anthony DiLeonardi
Vice Chairman, Guggenheim Funds - Claymore Securities, Inc. | Charles Stucke
Chief Investment Officer, Guggenheim Investment Advisors |
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Story Archive for Guggenheim Investments
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Published On
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Story Headline
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Publication |
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12/26/2024
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BlackRock Repeats As Passive Inflows Rise By $36B
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MFWire.com
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10/29/2024
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JPMAM Fivepeats As Active Flows Improve By $18B, And ...
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MFWire.com
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10/8/2024
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Ten of the Richest U.S. Fundsters In 2024
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MFWire.com
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9/10/2024
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DiLorenzo, Lieb, and 7 Fund Firms Win Big At a Gotham Gala
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MFWire.com
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6/20/2024
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Franklin, Matthews, and 30 Other AMs Win Big In Gotham
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MFWire.com
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3/20/2024
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Vanguard Stays In Front, Despite an $8B Drop
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MFWire.com
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1/30/2024
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These Funds Made a $1.025T 2023 Comeback
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MFWire.com
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10/4/2023
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The Nine Richest U.S. Fundsters In 2023
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MFWire.com
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9/28/2023
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These Inflows Jumped $94B In a Month
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MFWire.com
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7/28/2023
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The $597B Half-Year
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MFWire.com
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7/27/2023
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90 Percent of Passive June Inflows Went to Five Firms
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MFWire.com
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7/21/2023
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Midside Firms' Outflows Quadruple In Q2
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MFWire.com
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6/28/2023
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JPMAM Takes the Active Inflows Lead With $5.5B
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MFWire.com
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6/22/2023
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With $951MM, Baird Repeats Its Win
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MFWire.com
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4/28/2023
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One Month, $362B In Inflows
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MFWire.com
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3/27/2023
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Passive Inflows Drop $76B, and ...
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MFWire.com
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3/22/2023
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31 of the Most Influential Female Fundsters In 2023
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MFWire.com
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3/20/2023
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BNY Mellon Leads With $2.3B
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MFWire.com
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2/28/2023
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Fidelity's Inflows Rise to $27B
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MFWire.com
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2/21/2023
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Midsize Flows Improve By $36B
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MFWire.com
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1/20/2023
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ProShares Takes the Lead With $15B
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MFWire.com
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12/28/2022
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One of a $285B-AUM Firm's Founders Dies
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MFWire.com
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11/16/2022
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WisdomTree Repeats With $2.068B
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MFWire.com
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10/26/2022
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With $17B, Schwab Leads Again
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MFWire.com
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10/5/2022
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20 Fund Firms Win Big With FAs
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MFWire.com
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9/14/2022
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14 Fund Firms Win Big In NYC
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MFWire.com
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8/24/2022
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Money Funds Rake In $29B
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MFWire.com
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7/21/2022
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ProShares Leads As 17 Percent of Midsize Firms Win Inflows
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MFWire.com
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4/19/2022
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ProShares Three-Peats With $2.59B
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MFWire.com
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3/22/2022
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Inflows Fall $97B, Mostly Due to Active Funds
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MFWire.com
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3/16/2022
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ProShares Repeats Atop Midsize Firms' Shrinking Inflows Pack
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MFWire.com
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1/20/2022
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Despite a Rough Finale, Midsize Inflows Returned In 2021
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MFWire.com
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9/16/2020
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2020 Inflows Reach 46 Percent of This Shop's AUM
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MFWire.com
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8/17/2020
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For Two-Thirds of Midsize Firms, 2020 Flows Are Still In the Red
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MFWire.com
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7/17/2020
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Two-Thirds of 2020 Outflows Came From Midsize Firms
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MFWire.com
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7/16/2020
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An Advisor Distro Chief In Gotham Passes the Reins
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MFWire.com
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5/18/2020
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Midsize Outflows Plunge 96 Percent
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MFWire.com
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3/10/2020
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The 33 Most Influential Women In the U.S. Fund Biz
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MFWire.com
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1/23/2020
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JPMAM Keeps Its Lead
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MFWire.com
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1/16/2020
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Midsize Firms' Outflows Fell 78 Percent In 2019
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MFWire.com
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9/17/2019
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14 Asset Managers Win Big In Gotham
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MFWire.com
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7/22/2019
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Pimco and BlackRock Win In June
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MFWire.com
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3/8/2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
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MFWire.com
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3/7/2019
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2019's Richest Fundsters Are ...
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MFWire.com
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1/17/2019
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Only Two Firms Added More Than $10B In 2018
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MFWire.com
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11/20/2018
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An Inverse Index Fund Specialist Takes the Lead
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MFWire.com
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10/17/2018
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New Lens: Active vs Passive Winners
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MFWire.com
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9/17/2018
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Bridge Builder's Lead Widens
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MFWire.com
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6/25/2018
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Week In Preview, June 25-July 1
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MFWire.com
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6/21/2018
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Is Minerd About to Double His Guggenheim Empire?
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MFWire.com
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6/11/2018
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Week In Preview, June 11-17
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MFWire.com
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6/11/2018
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Week In Preview, June 11-17
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401kWire.com
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5/14/2018
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Week In Preview, May 14-20
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MFWire.com
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5/1/2018
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First Trust's Inflows Double
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MFWire.com
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4/17/2018
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The SEC's Guggenheim Investigation is About Real Estate
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MFWire.com
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4/9/2018
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Week In Preview, April 9-15
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MFWire.com
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3/12/2018
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Week In Preview, March 12-18
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MFWire.com
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3/9/2018
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2018's Richest Fundsters Are ...
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MFWire.com
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2/28/2018
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Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
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MFWire.com
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2/26/2018
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Despite a Shift, Passive Titans Still Dominated January Flows
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MFWire.com
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1/29/2018
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Bridge Builder Dominated 2017
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MFWire.com
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1/29/2018
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Week In Preview, January 29-February 4
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MFWire.com
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1/25/2018
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Two Fund Firms, One $555B Year
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MFWire.com
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1/25/2018
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SSgA Had a Great December
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MFWire.com
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1/5/2018
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Seven Shops Add to Schwab ETF OneSource
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MFWire.com
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12/21/2017
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Even Vanguard and BlackRock Slowed Down a Bit
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MFWire.com
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11/28/2017
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Five Midsize Firms Join the $1B Flows Club
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MFWire.com
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11/27/2017
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Guggenheim Rocks October as Two Titans Keep Gobbling
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MFWire.com
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10/6/2017
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How Does Invesco-Guggenheim Change the ETF Landscape?
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MFWire.com
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10/3/2017
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Credit Suisse and ETC Had a Big Month
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MFWire.com
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10/2/2017
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Filings For Fundsters - October 2, 2017
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MFWire.com
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9/28/2017
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For $1.2B, Marty Flanagan Does It Again
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MFWire.com
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9/28/2017
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New Fund Fuss - September 28, 2017
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MFWire.com
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9/27/2017
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Are Invesco and Guggenheim Engaged?
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MFWire.com
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9/26/2017
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Only One Active Shop Passed $1B in Inflows in August
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MFWire.com
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9/5/2017
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Filings For Fundsters - September 5, 2017
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MFWire.com
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8/31/2017
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Filings For Fundsters - August 31, 2017
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MFWire.com
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8/24/2017
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ETC Breaks $1B and Nationwide Shines
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MFWire.com
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8/24/2017
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The Invesco-Guggenheim Deal Talk Narrows
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MFWire.com
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8/21/2017
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Vanguard and BlackRock Eclipse the Competition, Again
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MFWire.com
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8/8/2017
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Is Invesco Becoming a Mini-BlackRock?
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MFWire.com
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8/4/2017
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Filings for Fundsters - August 4, 2017
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MFWire.com
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8/3/2017
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Is Flanagan About to Make His 2nd Big Buy of 2017?
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MFWire.com
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7/24/2017
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Filings for Fundsters - July 24, 2017
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MFWire.com
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7/21/2017
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Guggenheim and Bridge Builder Are On a Roll!
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MFWire.com
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7/20/2017
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Vanguard and BlackRock Stay on Top While SSgA's Flow Woe Reverses
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MFWire.com
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7/14/2017
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Jerry Miller Returns
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MFWire.com
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7/13/2017
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New Fund Fuss - July 13, 2017
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MFWire.com
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7/10/2017
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Nine Shops Add ETFs to OneSource
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MFWire.com
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6/27/2017
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After Six Years At Guggenheim, a Senior Managing Director Passes the Reins
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MFWire.com
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6/23/2017
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These 7 ETF Shops Are Teaming Up With Pershing. Here's Why.
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MFWire.com
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6/15/2017
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Custodian Launches ETF Platform
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MFWire.com
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5/31/2017
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Filings for Fundsters - May 31, 2017
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MFWire.com
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5/17/2017
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Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard
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MFWire.com
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4/21/2017
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ETF Insiders Convene, and SHE Has Another Great Night
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MFWire.com
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3/24/2017
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Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
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MFWire.com
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3/17/2017
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13 Fund Firms Had a $1B February
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MFWire.com
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2/10/2017
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Punching Above Your ETF Weight
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MFWire.com
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12/30/2016
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The Most Popular MFWire Stories of 2016
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MFWire.com
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11/11/2016
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Guggenheim Fills a New DC I-O Job
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401kWire.com
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10/13/2016
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Filings for Fundsters - October 13, 2016
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MFWire.com
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10/10/2016
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ETF Shops Rake In $6B Per Year
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MFWire.com
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10/5/2016
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Filings for Fundsters - October 5, 2016
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MFWire.com
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10/3/2016
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Filings for Fundsters - October 3, 2016
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MFWire.com
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9/15/2016
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The New Fund Fuss - September 15, 2016
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MFWire.com
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8/26/2016
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Filings for Fundsters - August 26, 2016
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MFWire.com
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8/18/2016
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Filings For Fundsters - August 18, 2016
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MFWire.com
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8/11/2016
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People on the Move -- August 11, 2016
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MFWire.com
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8/9/2016
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Stork and Reaper - August 9, 2016
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MFWire.com
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8/1/2016
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Rydex Fund Services' Buyer Targets Liquid Alts
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MFWire.com
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7/28/2016
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A Japanese Giant Buys Into U.S. Mutual Fund Services
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MFWire.com
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6/10/2016
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Is the ETF Seeding Cycle Slowing Down?
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MFWire.com
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3/23/2016
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101 Fund Families Win in Gotham
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MFWire.com
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1/28/2016
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Keep an Eye on AB, Guggenheim, and Janus
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MFWire.com
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9/8/2015
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Uh Oh: Galvin Is Digging Into NAVgate
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MFWire.com
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8/27/2015
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No NAVs: BNY Mellon's Fundster Customers Scramble
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MFWire.com
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8/11/2015
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28 Fund Firms Are Paying Morgan Stanley At Least $1MM
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MFWire.com
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4/1/2015
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Cap Group, Fidelity, and Pimco Break Out the Champagne
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MFWire.com
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11/21/2014
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The Ten Biggest Fund Shops Now Control 58 Percent of the Assets
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MFWire.com
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9/29/2014
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Guggenheim Brings a Veteran Mutual Fund Voice to the Big Apple
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MFWire.com
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4/9/2014
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Guggenheim's Klein Is Out
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MFWire.com
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1/13/2014
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These Index Funds Are Not Low Cost
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MFWire.com
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12/10/2013
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WSJ Spotlights the Next Bond Market King
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MFWire.com
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12/2/2013
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Vanguard, Fido, T. Rowe, J.P. Morgan, DFA and OpFunds Take Bigger Slices of the Growing Pie
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MFWire.com
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11/27/2013
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PMs Return to CLOs
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MFWire.com
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10/31/2013
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TCW's Risk Chief Fills Post at Guggenheim
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MFWire.com
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10/22/2013
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Guggenheim's Washington Group Changes an Administration
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MFWire.com
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9/30/2013
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Active ETFs Storm the Regulatory Ramparts
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MFWire.com
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9/24/2013
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Guggenheim Fires Off Two More BulletShares
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MFWire.com
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8/28/2013
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Bloomberg Covers Rags-To-Riches ETFs
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MFWire.com
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8/26/2013
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Guggenheim Switches an Old Claymore ETF's Index
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MFWire.com
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8/7/2013
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ETF Roundup: The SEC Staff Caves to Guggenheim and DWS on Self-Indexing and Transparency
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MFWire.com
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7/22/2013
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A Guggenheim ETF Switches Indexes
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MFWire.com
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6/18/2013
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ETF Daily News Says Target Maturity ETFs Underrated
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MFWire.com
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5/24/2013
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Stork and Reaper for the Week of May 24, 2013
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MFWire.com
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5/20/2013
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Barron's Shares Its Love for Some Active ETFs
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MFWire.com
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5/20/2013
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Which Funds are the Worst?
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MFWire.com
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5/15/2013
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InvestmentNews Unveils Mutual Fund Losers List
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MFWire.com
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4/24/2013
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The Next Gig for the Week of April 24, 2013
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MFWire.com
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4/17/2013
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The Next Gig for the Week of April 17, 2013
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MFWire.com
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4/2/2013
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Forbes Opines on Japan ETFs
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MFWire.com
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3/26/2013
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Is Guggenheim About to Gain a Hollywood Sibling?
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MFWire.com
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3/13/2013
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Guggenheim Cedes a Niche
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MFWire.com
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2/22/2013
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Stork And Reaper for the Week of February 19, 2013
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MFWire.com
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1/9/2013
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USA Today Honors "Bull Riders"
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MFWire.com
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12/3/2012
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The Money Fund Famine Spurs a Short-Term Bond ETF Feast
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MFWire.com
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11/21/2012
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WSJ Opines on Alt Fund Craze
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MFWire.com
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11/6/2012
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Guggenheim Wanted a Strategist
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MFWire.com
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10/25/2012
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Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA
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MFWire.com
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10/4/2012
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Is It a Bond or Is It an ETF?
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MFWire.com
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