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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

125 hedge funds and large institutions have $264M invested in Guggenheim Strategic Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
52
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.08M
2
Truist Financial
2
Truist Financial
North Carolina
$3.61M
3
OFS
3
OneAscent Financial Services
Alabama
$2.44M
4
UBS Group
4
UBS Group
Switzerland
$24.4M
5
VCP
5
Verus Capital Partners
Arizona
$3.98M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.1M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$8.8M
4
RB
4
Richmond Brothers
Michigan
$5.15M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCA
26
Bay Colony Advisors
Massachusetts
$2.83M 175,740 +2,587 +1%
SPC
27
Sigma Planning Corp
Michigan
$2.76M 170,963 +12,501 +8%
OFS
28
OneAscent Financial Services
Alabama
$2.44M 150,964 +87,378 +137%
PAG
29
Private Advisor Group
New Jersey
$2.04M 125,995 +6,184 +5%
RJA
30
Raymond James & Associates
Florida
$1.92M 118,893 +2,329 +2%
AWM
31
AE Wealth Management
Kansas
$1.89M 116,660 +14,622 +14%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$1.72M 106,385 – –
MA
33
Mutual Advisors
Nebraska
$1.68M 103,783 +3,240 +3%
AAS
34
Avantax Advisory Services
Texas
$1.57M 97,032 +15,566 +19%
FFA
35
First Foundation Advisors
California
$1.44M 88,750 -19,617 -18%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.41M 87,406 -5,106 -6%
IWC
37
Integrated Wealth Concepts
Massachusetts
$1.39M 85,823 +18,795 +28%
WS
38
Wedbush Securities
California
$1.37M 84,595 +25,389 +43%
Northern Trust
39
Northern Trust
Illinois
$1.29M 79,492 +44,014 +124%
CA
40
Cetera Advisors
Colorado
$1.22M 75,305 +16,396 +28%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$1.18M 73,570 +4,974 +7%
WWM
42
Western Wealth Management
Colorado
$1.16M 71,591 -15,141 -17%
NA
43
NewEdge Advisors
Louisiana
$1.08M 66,565 -4,217 -6%
DADC
44
D.A. Davidson & Co
Montana
$1.05M 65,003 +15,394 +31%
Wells Fargo
45
Wells Fargo
California
$1.02M 63,320 +3,859 +6%
FFA
46
Founders Financial Alliance
North Carolina
$1.02M 63,142 -72,931 -54%
SWP
47
Semus Wealth Partners
Florida
$985K 60,918 -1,943 -3%
BRWA
48
B. Riley Wealth Advisors
Florida
$973K 60,188 -4,373 -7%
MML Investors Services
49
MML Investors Services
Massachusetts
$946K 58,475 -1,546 -3%
DJYG
50
David J. Yvars Group
Florida
$932K 57,815 +8 +0%
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