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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 %
CPW
101
Catalyst Private Wealth
California
$168K 10,372 -1,208 -10%
GWM
102
Geneos Wealth Management
Colorado
$143K 8,815 +12 +0.1%
AAS
103
Ameritas Advisory Services
Nebraska
$132K 8,189 -16,578 -67%
GRP
104
Global Retirement Partners
California
$98.5K 6,071 -1,802 -23%
BFEC
105
Benjamin F. Edwards & Company
Missouri
$92K 5,670 -1,238 -18%
BAM
106
Belpointe Asset Management
Nevada
$86.1K 5,325 -250 -4%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$78K 4,822 +4,822 New
SSC
108
Syverson Strege & Co
Iowa
$58.6K 3,625 +67 +2%
BWS
109
Buck Wealth Strategies
Colorado
$51.3K 3,171 +3,171 New
BCMLT
110
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.3K 2,000
GI
111
Gradient Investments
Minnesota
$24.2K 1,495 -125 -8%
WAM
112
WFA Asset Management
Wisconsin
$23.6K 1,460 +47 +3%
HGERS
113
Householder Group Estate & Retirement Specialist
Arizona
$19K 1,200 +1,200 New
AIP
114
Ahrens Investment Partners
Louisiana
$16.2K 1,000 +1,000 New
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$9.06K 560 -300 -35%
OLVIG
116
Oliver Lagore Vanvalin Investment Group
Michigan
$6.39K 395 +395 New
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$5.84K 361,076 +21,369 +6%
BF
118
BOK Financial
Oklahoma
$5.03K 311 +311 New
CFD
119
Creative Financial Designs
Indiana
$4.27K 264 -6,221 -96%
CIA
120
Cape Investment Advisory
Georgia
$3.23K 200 +200 New
US Bancorp
121
US Bancorp
Minnesota
$3.01K 186
LWP
122
Lumature Wealth Partners
Georgia
$2.59K 160 +160 New
TRCT
123
Tower Research Capital (TRC)
New York
$1K 82 +82 New
FP
124
Financial Perspectives
Minnesota
$566 35
HNB
125
Huntington National Bank
Ohio