Funds holding Flaherty & Crumrine Preferred & Income Opportunity Fund Inc
ISIN US33848E1064 · United States · LEI 2549008Y9TGWYEWYW496
- Fund holders
- 3
- Of which ETFs
- 1 2 other funds
- Value held
- 193.3K $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| RiverNorth Active Income ETF Elevation Series Trust | 21,043 | 190.2K $ | 0.51 % | as of Mar 31, 2026 ↗ |
| Multi-Hedge Strategies Fund Rydex Variable Trust | 251 | 2.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds | 93 | 840.7 $ | 0.01 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| RiverNorth Active Income ETF Elevation Series Trust | 0.51 % | as of Mar 31, 2026 ↗ |
| Multi-Hedge Strategies Fund Rydex Variable Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds | 0.01 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 3 | 0 | 21,387 | -69.9 % |
| 2026Q1 | 3 | 0 | 71,140 | +2.6 % |
| 2025Q4 | 3 | -1 | 69,308 | -71.3 % |
| 2025Q3 | 4 | 0 | 241,763 | -0.1 % |
| 2025Q2 | 4 | 0 | 241,963 | -0.1 % |
| 2025Q1 | 4 | 0 | 242,232 | -0.5 % |
| 2024Q4 | 4 | -1 | 243,443 | -2.7 % |
| 2024Q3 | 5 | 0 | 250,153 | +29.5 % |
| 2024Q2 | 5 | 0 | 193,104 | +4.4 % |
| 2024Q1 | 5 | +2 | 184,935 | +844.6 % |
| 2023Q4 | 3 | 19,579 |
Institutional managers
51 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 1,520,306 | 13.7K $ | as of Mar 31, 2026 |
| CIBC Bancorp USA Inc. | 588,511 | 5.3M $ | as of Mar 31, 2026 |
| Advisors Asset Management, Inc. | 350,620 | 3.2M $ | as of Mar 31, 2026 |
| 1607 Capital Partners, LLC | 321,580 | 2.9M $ | as of Mar 31, 2026 |
| Pathstone Holdings, LLC | 270,782 | 2.4M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 186,341 | 1.7M $ | as of Mar 31, 2026 |
| Fiera Capital Corp | 125,260 | 1.1M $ | as of Mar 31, 2026 |
| Noble Wealth Management PBC | 97,449 | 880.9K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 94,830 | 857.3K $ | as of Mar 31, 2026 |
| Closed-End Fund Advisors, Inc. | 94,733 | 856.4K $ | as of Mar 31, 2026 |
| D.A. DAVIDSON & CO. | 85,315 | 771.3K $ | as of Mar 31, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | 81,412 | 754.3K $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 67,311 | 608 $ | as of Mar 31, 2026 |
| LPL Financial LLC | 43,504 | 393.3K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 43,080 | 389.4K $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 42,504 | 384.2K $ | as of Mar 31, 2026 |
| Sowell Financial Services LLC | 39,073 | 353.2K $ | as of Mar 31, 2026 |
| Smith Asset Management Co., LLC | 31,818 | 287.6K $ | as of Mar 31, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 29,500 | 266.7K $ | as of Mar 31, 2026 |
| GUGGENHEIM CAPITAL LLC | 25,611 | 231.5K $ | as of Mar 31, 2026 |
| Independent Advisor Alliance | 22,140 | 200.1K $ | as of Mar 31, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 21,043 | 190.2K $ | as of Mar 31, 2026 |
| TrueMark Investments, LLC | 21,043 | 190.2K $ | as of Mar 31, 2026 |
| Catalina Capital Group, LLC | 18,823 | 170.2K $ | as of Mar 31, 2026 |
| Invesco Ltd. | 18,471 | 167K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Flaherty & Crumrine Preferred & Income Opportunity Fund Inc". https://titelia.com/en/stocks/flaherty-crumrine-preferred-income-opportunity-fund-inc-US33848E1064