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Guggenheim Strategic Opportunities Fund

76 hedge funds and large institutions have $149M invested in Guggenheim Strategic Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
35
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAFM
26
Mid Atlantic Financial Management
Pennsylvania
$575K +$224K +10,303 +64%
PGWM
27
Parisi Gray Wealth Management
New Jersey
$549K +$174 +8 +0%
APA
28
American Portfolios Advisors
New York
$542K +$109K +5,050 +25%
MFG
29
Merit Financial Group
Georgia
$534K +$2.12K +98 +0.4%
FFA
30
First Foundation Advisors
California
$524K +$524K +24,150 New
BCA
31
Bay Colony Advisors
Massachusetts
$518K +$518K +23,887 New
IWM
32
IHT Wealth Management
Illinois
$455K -$1.11K -51 -0.2%
ACP
33
Aviance Capital Partners
Florida
$446K
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$445K +$445K +20,524 New
PAG
35
Private Advisor Group
New Jersey
$431K +$156K +7,189 +57%
FFN
36
Focus Financial Network
Minnesota
$412K +$151K +6,971 +58%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$401K -$14.8K -684 -4%
MML Investors Services
38
MML Investors Services
Massachusetts
$401K +$157K +7,255 +64%
CP
39
Castleview Partners
Texas
$387K +$387K +17,838 New
Wells Fargo
40
Wells Fargo
California
$366K -$103K -4,747 -22%
QCIG
41
Quad-Cities Investment Group
Iowa
$333K +$85K +3,920 +34%
WP
42
WealthShield Partners
North Carolina
$317K -$15K -692 -5%
GCP
43
Gill Capital Partners
Colorado
$298K
CPW
44
Catalyst Private Wealth
California
$283K -$1.99K -92 -0.7%
CF
45
Centaurus Financial
California
$276K +$53K +2,450 +24%
CAN
46
Claraphi Advisory Network
United States
$268K -$347 -16 -0.1%
IAIM
47
International Assets Investment Management
Florida
$257K -$289K -13,309 -53%
AWM
48
AE Wealth Management
Kansas
$248K +$26.4K +1,218 +12%
BFS
49
Bard Financial Services
Connecticut
$245K
GWM
50
Geneos Wealth Management
Colorado
$226K +$131 +6 +0.1%