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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 %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$16 +$16 +1 New
SIC
152
Samalin Investment Counsel
New York
-$1.1M -74,013 Closed
MWA
153
Midland Wealth Advisors
Illinois
-$310K -20,807 Closed
ACP
154
Aviance Capital Partners
Florida
-$307K -20,592 Closed
FFA
155
First Foundation Advisors
California
-$290K -19,450 Closed
CWA
156
Capital Wealth Alliance
Arizona
-$285K -19,093 Closed
SF
157
Safeguard Financial
Wisconsin
-$210K -14,088 Closed
SC
158
Sykon Capital
New York
-$201K -13,511 Closed
Koshinski Asset Management
159
Koshinski Asset Management
Illinois
-$176K -11,531 Closed
XT
160
XTX Topco
Cayman Islands
-$168K -11,261 Closed
CCFM
161
Clear Creek Financial Management
Washington
-$164K -11,024 Closed
AAS
162
Ameritas Advisory Services
Nebraska
-$152K -10,165 Closed
ATPW
163
Ashton Thomas Private Wealth
Arizona
-$37.3K -2,500 Closed
CVA
164
Central Valley Advisors
California
-$254K -2,275 Closed
Kayne Anderson Rudnick Investment Management
165
Kayne Anderson Rudnick Investment Management
California
-$6.38K -428 Closed
BWP
166
Baldwin Wealth Partners
Massachusetts
-$2.98K -200 Closed
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
-$1.12K -75 Closed
TRCT
168
Tower Research Capital (TRC)
New York
-$939 -63 Closed
VAMG
169
Voisard Asset Management Group
Michigan
-$597 -40 Closed
CFD
170
Creative Financial Designs
Indiana
-$481 -32 Closed