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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 %
Morgan Stanley
1
Morgan Stanley
New York
$61.4M 3,796,019 -63,664 -2%
UBS Group
2
UBS Group
Switzerland
$24.4M 1,506,912 +85,164 +6%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.1M 687,414 -148,719 -18%
PCIA
4
Prime Capital Investment Advisors
Kansas
$8.8M 544,235 -147,811 -21%
LPL Financial
5
LPL Financial
California
$8.14M 503,604 +2,631 +0.5%
Ameriprise
6
Ameriprise
Minnesota
$7.85M 484,894 -72,559 -13%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.4M 457,468 -39,518 -8%
Cohen & Steers
8
Cohen & Steers
New York
$7.01M 433,208 -34,659 -7%
AWS
9
Atria Wealth Solutions
New York
$6.74M 416,722 +53,598 +15%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.64M 348,614 +19,189 +6%
RB
11
Richmond Brothers
Michigan
$5.15M 318,696 -124,886 -28%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.08M 314,286 +112,311 +56%
CAN
13
Cetera Advisor Networks
California
$4.49M 277,795 +19,783 +8%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$4.25M 262,756 +16,683 +7%
Bank of America
15
Bank of America
North Carolina
$4.22M 261,270 +32,712 +14%
VCP
16
Verus Capital Partners
Arizona
$3.98M 245,871 +74,640 +44%
Truist Financial
17
Truist Financial
North Carolina
$3.61M 223,069 +105,537 +90%
AAM
18
Advisors Asset Management
Colorado
$3.52M 217,611 -91,825 -30%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$3.43M 212,364 +10,839 +5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.39M 209,738 -259 -0.1%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$3.34M 206,248 -15,295 -7%
CW
22
CreativeOne Wealth
Kansas
$3.13M 193,638 +64,052 +49%
MGWM
23
Marks Group Wealth Management
Minnesota
$3.11M 192,193 -2,554 -1%
BCM
24
Brookstone Capital Management
Illinois
$3.01M 188,117 +56,828 +43%
MFWP
25
Mosaic Family Wealth Partners
Missouri
$2.84M 175,517 +10,435 +6%