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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

128 hedge funds and large institutions have $481M invested in Guggenheim Strategic Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
57
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RB
Richmond Brothers
Michigan
$6.75M
2
AWS
Atria Wealth Solutions
New York
$5.53M
3
CAN
Cetera Advisor Networks
California
$3.93M
4
PCIA
Prime Capital Investment Advisors
Kansas
$10.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$12.7M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.01M
2
Ameriprise
Ameriprise
Minnesota
$8.48M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.75M
4
Cohen & Steers
Cohen & Steers
New York
$7.12M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$2.41M +$134K +8,821 +6%
BCM
27
Brookstone Capital Management
Illinois
$2.11M +$1.02M +63,411 +93%
FFA
28
Founders Financial Alliance
North Carolina
$2.07M +$57.1K +3,749 +3%
CW
29
CreativeOne Wealth
Kansas
$1.97M +$655K +43,036 +50%
Truist Financial
30
Truist Financial
North Carolina
$1.79M -$163K -10,706 -8%
RJA
31
Raymond James & Associates
Florida
$1.77M -$197K -12,931 -10%
FFA
32
First Foundation Advisors
California
$1.65M +$1.04M +68,161 +170%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$1.62M +$93.9K +6,171 +6%
AWM
34
AE Wealth Management
Kansas
$1.55M +$323K +21,252 +26%
MA
35
Mutual Advisors
Nebraska
$1.53M +$89.2K +5,858 +6%
SFS
36
Sowell Financial Services
Arkansas
$1.53M +$1.53M +100,533 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.41M -$21.9K -1,439 -2%
WWM
38
Western Wealth Management
Colorado
$1.32M -$131K -8,629 -9%
AAS
39
Avantax Advisory Services
Texas
$1.24M +$129K +8,458 +12%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$1.08M -$1.01M -66,690 -48%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$1.04M -$77.5K -5,096 -7%
IWC
42
Integrated Wealth Concepts
Massachusetts
$1.02M +$216K +14,196 +27%
BRWA
43
B. Riley Wealth Advisors
Florida
$983K +$275K +18,060 +39%
OFS
44
OneAscent Financial Services
Alabama
$968K -$225K -14,782 -19%
SWP
45
Semus Wealth Partners
Florida
$957K +$957K +62,861 New
MML Investors Services
46
MML Investors Services
Massachusetts
$914K +$21.4K +1,404 +2%
Wells Fargo
47
Wells Fargo
California
$905K -$133K -8,747 -13%
WS
48
Wedbush Securities
California
$901K +$258K +16,985 +40%
CA
49
Cetera Advisors
Colorado
$897K +$43.4K +2,851 +5%
DJYG
50
David J. Yvars Group
Florida
$879K +$1.99K +131 +0.2%
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