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Guggenheim Strategic Opportunities Fund

125 hedge funds and large institutions have $264M invested in Guggenheim Strategic Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
52
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MWPCG
76
Measured Wealth Private Client Group
New Hampshire
$347K 21,433
ACP
77
Aviance Capital Partners
Florida
$341K 21,119
ASN
78
Advisory Services Network
Georgia
$341K 21,108 -4,007 -16%
BW
79
Bison Wealth
Georgia
$341K 21,069 +5,695 +37%
DWM
80
Destination Wealth Management
California
$325K 20,117 -8,597 -30%
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$324K 20,040 +5,472 +38%
Corient Private Wealth
82
Corient Private Wealth
Florida
$279K 17,247 +398 +2%
RPGK
83
Retirement Planning Group (Kansas)
Kansas
$276K 17,077 -14 -0.1%
BFS
84
Bard Financial Services
Connecticut
$273K 16,895
KeyBank National Association
85
KeyBank National Association
Ohio
$257K 15,920 +15,920 New
CWA
86
Capital Wealth Alliance
Arizona
$255K 15,792 +282 +2%
HighTower Advisors
87
HighTower Advisors
Illinois
$251K 15,643 +1,000 +7%
IWM
88
IHT Wealth Management
Illinois
$248K 15,354 -158 -1%
MSFS
89
Main Street Financial Solutions
Pennsylvania
$233K 14,381 -167 -1%
SF
90
Safeguard Financial
Wisconsin
$228K 14,088
KA
91
Kovack Advisors
Florida
$225K 13,903 -9,229 -40%
SS
92
Sunbelt Securities
Texas
$223K 13,850 +13,850 New
GCP
93
Gill Capital Partners
Colorado
$223K 13,761
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$221K 13,648 -5,541 -29%
SCI
95
Stableford Capital II
Arizona
$214K 14,088 +14,088 New
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$203K 12,566 +368 +3%
CCFM
97
Clear Creek Financial Management
Washington
$191K 11,789 -3,563 -23%
SWM
98
Spire Wealth Management
Virginia
$190K 11,766 +8,986 +323%
TFGT
99
TS Financial Group (TSFG)
Illinois
$177K 10,941
VFPW
100
Vantage Financial Partners (Wisconsin)
Wisconsin
$176K 10,890 +10,890 New