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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 %
GWM
101
Geneos Wealth Management
Colorado
$135K -$46.4K -3,024 -26%
BAM
102
Belpointe Asset Management
Nevada
$133K +$36.6K +2,375 +38%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$131K +$21.8K +1,414 +20%
GRP
104
Global Retirement Partners
California
$122K -$7.48K -482 -6%
CFD
105
Creative Financial Designs
Indiana
$114K -$60.4K -3,920 -35%
IA
106
IFP Advisors
Florida
$107K
BFEC
107
Benjamin F. Edwards & Company
Missouri
$106K
HNWAG
108
High Net Worth Advisory Group
Florida
$101K +$878 +57 +0.9%
SWM
109
Spire Wealth Management
Virginia
$91K
DWP
110
Destiny Wealth Partners
Florida
$60K
SSC
111
Syverson Strege & Co
Iowa
$54K +$975 +63 +2%
SAM
112
Strategic Asset Management
Minnesota
$37K
BCMLT
113
Beacon Capital Management LLC (Tennessee)
Tennessee
$32K
WAM
114
WFA Asset Management
Wisconsin
$21K +$660 +43 +3%
US Bancorp
115
US Bancorp
Minnesota
$19K
GI
116
Gradient Investments
Minnesota
$16K +$16K +1,050 New
HBW
117
Hazlett, Burt & Watson
West Virginia
$9K +$9K +570 New
First Manhattan
118
First Manhattan
New York
$6K
Northern Trust
119
Northern Trust
Illinois
$5K +$28 +182 +0.6%
EIP
120
Ellis Investment Partners
Pennsylvania
$1K +$31 +4 +3%
FP
121
Financial Perspectives
Minnesota
$538
Invesco
122
Invesco
Georgia
-$571K -35,484 Closed
SWP
123
Stratos Wealth Partners
Ohio
-$476K -29,556 Closed
CAN
124
Claraphi Advisory Network
United States
-$287K -17,816 Closed
ARC
125
Advisor Resource Council
Texas
-$249K -15,485 Closed