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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

121 hedge funds and large institutions have $284M invested in Guggenheim Strategic Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
57
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$66.4M
2
LPL Financial
LPL Financial
California
$12.6M
3
PCIA
Prime Capital Investment Advisors
Kansas
$12.7M
4
PFA
Petra Financial Advisors
Colorado
$3.22M
5
Wells Fargo
Wells Fargo
California
$3.08M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$2.43M
2
CAN
Cetera Advisor Networks
California
$1.81M
3
OFS
OneAscent Financial Services
Alabama
$0
4
AAM
Advisors Asset Management
Colorado
$1.78M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$2.85M +$135K +8,485 +5%
MFWP
27
Mosaic Family Wealth Partners
Missouri
$2.79M +$3.16K +199 +0.1%
Ameriprise
28
Ameriprise
Minnesota
$2.43M -$5.28M -331,823 -68%
AWM
29
AE Wealth Management
Kansas
$2.17M +$313K +19,686 +17%
PAG
30
Private Advisor Group
New Jersey
$2.02M +$17.6K +1,109 +0.9%
CAN
31
Cetera Advisor Networks
California
$1.81M -$2.61M -164,034 -59%
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.81M +$442K +27,802 +32%
RJA
33
Raymond James & Associates
Florida
$1.8M -$87.6K -5,510 -5%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$1.79M +$103K +6,480 +6%
AAM
35
Advisors Asset Management
Colorado
$1.78M -$1.68M -105,408 -48%
MA
36
Mutual Advisors
Nebraska
$1.59M -$63.7K -4,006 -4%
DADC
37
D.A. Davidson & Co
Montana
$1.58M +$547K +34,381 +53%
SFS
38
Sowell Financial Services
Arkansas
$1.56M +$1.56M +98,055 New
WS
39
Wedbush Securities
California
$1.54M +$190K +11,960 +14%
FFA
40
First Foundation Advisors
California
$1.41M – – –
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.35M -$43.9K -2,759 -3%
Northern Trust
42
Northern Trust
Illinois
$1.29M +$22.4K +1,410 +2%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$1.23M +$66.6K +4,200 +6%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.2M +$266K +16,754 +29%
WWM
45
Western Wealth Management
Colorado
$1.19M +$52.7K +3,317 +5%
AAS
46
Avantax Advisory Services
Texas
$1.16M -$385K -24,183 -25%
NA
47
NewEdge Advisors
Louisiana
$1.12M +$57.3K +3,602 +5%
CA
48
Cetera Advisors
Colorado
$1.11M -$91.8K -5,771 -8%
FFA
49
Founders Financial Alliance
North Carolina
$1.08M +$80.9K +5,086 +8%
SWP
50
Semus Wealth Partners
Florida
$974K +$5.44K +342 +0.6%
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