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Guggenheim Strategic Opportunities Fund

150 hedge funds and large institutions have $367M invested in Guggenheim Strategic Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
68
Reduced
37
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$913K +$198K +12,592 +28%
PGWM
52
Parisi Gray Wealth Management
New Jersey
$885K
DJYG
53
David J. Yvars Group
Florida
$879K -$1.24K -79 -0.1%
CL
54
Choreo LLC
Illinois
$872K +$29.8K +1,889 +4%
BRWA
55
B. Riley Wealth Advisors
Florida
$785K -$49.4K -3,128 -6%
AFP
56
Ausdal Financial Partners
Iowa
$784K +$102K +6,496 +15%
GSIAS
57
Garden State Investment Advisory Services
New Jersey
$762K +$8.35K +530 +1%
CA
58
CoreCap Advisors
Michigan
$670K -$25K -1,588 -4%
SA
59
Sanctuary Advisors
Indiana
$629K +$7.55K +476 +1%
EH
60
Equitable Holdings
New York
$625K +$41.3K +2,621 +7%
WWM
61
Western Wealth Management
Colorado
$594K -$53.5K -3,393 -8%
CMS
62
Capital Market Strategies
Florida
$582K +$51.7K +3,280 +10%
FFN
63
Focus Financial Network
Minnesota
$576K +$25.3K +1,604 +5%
OC
64
Oppenheimer & Co
New York
$568K +$568K +36,022 New
BW
65
Bison Wealth
Georgia
$548K +$284K +18,009 +107%
SWP
66
Semus Wealth Partners
Florida
$542K -$176K -11,160 -25%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$538K +$290K +18,409 +117%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$511K -$31.4K -1,990 -6%
RPGK
69
Retirement Planning Group (Kansas)
Kansas
$509K +$9.93K +630 +2%
SWP
70
Stratos Wealth Partners
Ohio
$507K +$507K +32,144 New
GWSG
71
GPS Wealth Strategies Group
Colorado
$497K
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$479K -$2.43K -154 -0.5%
WAM
73
WFA Asset Management
Wisconsin
$426K +$84.8K +5,378 +25%
AFG
74
Atomi Financial Group
New York
$426K +$21.7K +1,380 +5%
DI
75
Disciplined Investments
Oklahoma
$418K +$102K +6,500 +33%