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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 %
Morgan Stanley
1
Morgan Stanley
New York
$115M +$2.66M +168,552 +2%
LPL Financial
2
LPL Financial
California
$25.1M +$4.14M +262,769 +20%
UBS Group
3
UBS Group
Switzerland
$19.1M +$665K +42,188 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.7M +$490K +31,104 +4%
VCP
5
Verus Capital Partners
Arizona
$11.4M +$3.02M +191,787 +36%
PCIA
6
Prime Capital Investment Advisors
Kansas
$10.8M -$6.04M -382,953 -36%
CW
7
CreativeOne Wealth
Kansas
$8.82M +$547K +34,720 +7%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.37M +$124K +7,838 +1%
Cohen & Steers
9
Cohen & Steers
New York
$7.88M -$3.7M -234,976 -32%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$7.34M +$1.71M +108,672 +30%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.19M -$27K -1,714 -0.4%
Bank of America
12
Bank of America
North Carolina
$7.08M +$584K +37,028 +9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$5.8M -$295K -18,740 -5%
PFA
14
Petra Financial Advisors
Colorado
$5.33M +$1.09M +69,302 +26%
SAM
15
Secure Asset Management
Michigan
$5.26M +$20.2K +1,284 +0.4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.05M +$121K +7,687 +2%
TI
17
TrueMark Investments
Illinois
$4.66M -$86.2K -5,468 -2%
MML Investors Services
18
MML Investors Services
Massachusetts
$4.62M +$799K +50,699 +21%
BCA
19
Bay Colony Advisors
Massachusetts
$4.53M -$48K -3,045 -1%
RB
20
Richmond Brothers
Michigan
$4.49M -$191K -12,114 -4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$4.4M +$329K +20,895 +8%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.11M -$88.3K -5,601 -2%
MFWP
23
Mosaic Family Wealth Partners
Missouri
$3.39M +$264K +16,748 +8%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$3.38M -$471K -29,897 -12%
RJA
25
Raymond James & Associates
Florida
$3.18M +$903K +57,314 +40%