Camelot Portfolios, LLC: A Comparison of Q3 2023 and Q4 2023 13F Holdings

Investors are always interested in tracking the performance of their favorite funds. It helps them make informed decisions and gauge the changing landscape of the market. One key source of information that provides insights into the holdings of institutional investment managers is the Form 13F.

Camelot Portfolios, LLC recently filed its Form 13F for Q3 and Q4 of 2023, providing a snapshot of their portfolio holdings during these periods. In this article, we will explore the changes in holdings of Camelot Portfolios, LLC and analyze the potential implications of these shifts in their investment strategy.

MINT - PIMCO ETF TR

One notable change in holdings is the significant increase in shares of the PIMCO ETF TR. In Q3 2023, Camelot Portfolios, LLC held 68,315 shares, but in Q4 2023, the number skyrocketed to 135,955 shares, representing an impressive 98.3% increase. This change also reflects in the value of the shares, which rose from $6,841,000 to $13,566,000. The decision to increase their stake in PIMCO ETF TR could indicate increased confidence in the fund's performance or a shift in investment strategy.

BSCO - INVESCO EXCH TRD SLF IDX FD

Camelot Portfolios, LLC also increased its holdings of INVESCO EXCH TRD SLF IDX FD. In Q3 2023, they held 234,542 shares, which rose to 284,166 shares in Q4 2023, a 22.4% increase. The value of the shares also climbed from $4,847,000 to $5,934,000. This move suggests that Camelot Portfolios, LLC sees potential in the performance of this fund and wants to capitalize on it.

HFRO - HIGHLAND OPPORTUNITIES

Another substantial increase in holdings can be seen in HIGHLAND OPPORTUNITIES. Camelot Portfolios, LLC held 379,209 shares in Q3 2023, but the number soared to 548,053 shares in Q4 2023, representing an impressive 38.2% increase. The value of the shares also saw a significant jump, from $3,048,000 to $4,214,000. By significantly increasing its holdings in HIGHLAND OPPORTUNITIES, it's evident that Camelot Portfolios, LLC has confidence in the future prospects of this fund.

NXDT - NEXPOINT DIVERSIFIED REL ET

The investment manager also augmented its stake in NEXPOINT DIVERSIFIED REL ET. In Q3 2023, they held 259,148 shares, which increased to 367,926 shares in Q4 2023, marking a 29.6% rise. The value of the shares also climbed from $2,257,000 to $2,925,000. This move signifies that Camelot Portfolios, LLC believes in the potential of NEXPOINT DIVERSIFIED REL ET and aims to benefit from its performance.

DFEB - FIRST TR EXCHNG TRADED FD VI

Camelot Portfolios, LLC saw a moderate increase in its holdings of FIRST TR EXCHNG TRADED FD VI. In Q3 2023, they held 64,176 shares, which rose to 74,350 shares in Q4 2023, a 24.6% increase. The value of the shares also saw a moderate increase, from $2,236,000 to $2,787,000. This suggests that Camelot Portfolios, LLC recognizes the potential of FIRST TR EXCHNG TRADED FD VI and wants to capitalize on it.

Conclusion

Analyzing the changes in holdings of Camelot Portfolios, LLC during Q3 and Q4 2023 provides valuable insights into their investment strategy. The significant increases in holdings of PIMCO ETF TR, INVESCO EXCH TRD SLF IDX FD, HIGHLAND OPPORTUNITIES, NEXPOINT DIVERSIFIED REL ET, and FIRST TR EXCHNG TRADED FD VI indicate the investment manager's confidence in the performance and potential of these funds. Investors can use this information to make informed decisions and gain a deeper understanding of Camelot Portfolios, LLC's investment strategy.