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Guggenheim Strategic Opportunities Fund

123 hedge funds and large institutions have $236M invested in Guggenheim Strategic Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
54
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EH
76
Equitable Holdings
New York
$291K +$47.3K +3,075 +19%
CP
77
Castleview Partners
Texas
$286K +$281K +18,338 +5,935%
AAS
78
Ameritas Advisory Services
Nebraska
$282K +$7.72K +502 +3%
PGWM
79
Parisi Gray Wealth Management
New Jersey
$268K -$619K -40,228 -70%
BFS
80
Bard Financial Services
Connecticut
$260K
LFAS
81
Level Four Advisory Services
Texas
$254K +$5.07K +330 +2%
CCFM
82
Clear Creek Financial Management
Washington
$249K +$7.22K +471 +3%
IWM
83
IHT Wealth Management
Illinois
$238K -$3.08K -200 -1%
CWA
84
Capital Wealth Alliance
Arizona
$235K -$26.7K -1,747 -10%
HighTower Advisors
85
HighTower Advisors
Illinois
$235K -$5.14K -335 -2%
AWA
86
Arete Wealth Advisors
Illinois
$227K +$227K +14,792 New
CPW
87
Catalyst Private Wealth
California
$222K +$62 +4 +0%
MSFS
88
Main Street Financial Solutions
Pennsylvania
$221K +$12.5K +814 +6%
BW
89
Bison Wealth
Georgia
$219K +$219K +14,286 New
SF
90
Safeguard Financial
Wisconsin
$216K
GCP
91
Gill Capital Partners
Colorado
$211K
LI
92
LVZ Inc
Michigan
$211K +$211K +13,707 New
IAIM
93
International Assets Investment Management
Florida
$196K -$2.21K -144 -1%
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
$188K +$5.26K +343 +3%
FFWM
95
Future Financial Wealth Management
Ohio
$174K
RPGK
96
Retirement Planning Group (Kansas)
Kansas
$174K +$174K +11,339 New
FWM
97
FSA Wealth Management
Massachusetts
$169K +$169K +11,008 New
DY
98
Dowling & Yahnke
California
$164K +$5.21K +340 +3%
GIA
99
Gladstone Institutional Advisory
Florida
$163K +$163K +10,585 New
TFGT
100
TS Financial Group (TSFG)
Illinois
$153K