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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

123 hedge funds and large institutions have $236M invested in Guggenheim Strategic Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
54
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$22.5M
2
VCP
2
Verus Capital Partners
Arizona
$3.36M
3
Morgan Stanley
3
Morgan Stanley
New York
$57.5M
4
LPL Financial
4
LPL Financial
California
$7.44M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$7.5M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$2.11M
2
Cohen & Steers
2
Cohen & Steers
New York
$8.39M
3
PGWM
3
Parisi Gray Wealth Management
New Jersey
$268K
4
Invesco
4
Invesco
Georgia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.79M +$107K +6,959 +6%
AWS
27
Atria Wealth Solutions
New York
$1.76M +$605K +39,360 +53%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$1.54M -$1.51K -98 -0.1%
WWM
29
Western Wealth Management
Colorado
$1.47M +$1.47M +95,361 New
MA
30
Mutual Advisors
Nebraska
$1.45M +$1.45M +94,685 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.44M -$51.7K -3,368 -3%
CW
32
CreativeOne Wealth
Kansas
$1.33M +$742K +48,353 +127%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$1.31M +$1.31M +85,093 New
AWM
34
AE Wealth Management
Kansas
$1.24M +$578K +37,611 +87%
OFS
35
OneAscent Financial Services
Alabama
$1.2M +$1.2M +78,368 New
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$1.12M +$1.12M +73,692 New
AAS
37
Avantax Advisory Services
Texas
$1.12M +$49.1K +3,196 +5%
BCM
38
Brookstone Capital Management
Illinois
$1.05M +$859K +55,454 +446%
Wells Fargo
39
Wells Fargo
California
$1.05M -$414K -26,957 -28%
HI
40
Harbour Investments
Wisconsin
$913K – – –
MML Investors Services
41
MML Investors Services
Massachusetts
$900K +$43.3K +2,823 +5%
DJYG
42
David J. Yvars Group
Florida
$882K +$1.01K +66 +0.1%
NA
43
NewEdge Advisors
Louisiana
$871K -$36.4K -2,372 -4%
CA
44
Cetera Advisors
Colorado
$861K +$78.9K +5,139 +10%
IWC
45
Integrated Wealth Concepts
Massachusetts
$811K +$373K +24,269 +85%
CAN
46
Cetera Advisor Networks
California
$791K -$88.3K -5,749 -10%
BWA
47
BDO Wealth Advisors
Florida
$768K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$731K -$90.4K -5,889 -11%
APA
49
American Portfolios Advisors
New York
$719K +$26.1K +1,700 +4%
BRWA
50
B. Riley Wealth Advisors
Florida
$715K -$66K -4,290 -8%
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