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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

125 hedge funds and large institutions have $280M invested in Guggenheim Strategic Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 64 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
64
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$28.1M
2
Osaic Holdings
Osaic Holdings
Arizona
$14.2M
3
Morgan Stanley
Morgan Stanley
New York
$64.8M
4
LPL Financial
LPL Financial
California
$14.3M
5
VCP
Verus Capital Partners
Arizona
$6.03M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$0
2
AWS
Atria Wealth Solutions
New York
$5.36M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.03M
4
Northern Trust
Northern Trust
Illinois
$341K
5
MA
Mutual Advisors
Nebraska
$949K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFWP
26
Mosaic Family Wealth Partners
Missouri
$2.62M +$21.7K +1,467 +0.8%
AWM
27
AE Wealth Management
Kansas
$2.3M +$283K +19,109 +14%
Ameriprise
28
Ameriprise
Minnesota
$2.15M -$111K -7,475 -5%
IWC
29
Integrated Wealth Concepts
Massachusetts
$2.07M +$385K +26,057 +23%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$2.03M -$1.09M -73,573 -35%
PAG
31
Private Advisor Group
New Jersey
$1.89M +$14.3K +968 +0.8%
CAN
32
Cetera Advisor Networks
California
$1.86M +$182K +12,307 +11%
AAS
33
Avantax Advisory Services
Texas
$1.77M +$693K +46,836 +64%
RJA
34
Raymond James & Associates
Florida
$1.74M +$65.8K +4,448 +4%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$1.69M +$21.9K +1,484 +1%
WS
36
Wedbush Securities
California
$1.69M +$261K +17,643 +18%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.47M +$1.44M +97,695 +5,383%
DADC
38
D.A. Davidson & Co
Montana
$1.41M -$59.3K -4,012 -4%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.35M +$98.1K +6,634 +8%
FFA
40
First Foundation Advisors
California
$1.31M – – –
CA
41
Cetera Advisors
Colorado
$1.28M +$252K +17,026 +24%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.25M +$133K +9,027 +12%
WWM
43
Western Wealth Management
Colorado
$1.12M +$7.79K +527 +0.7%
SPIA
44
Steward Partners Investment Advisory
New York
$1.08M +$223K +15,098 +26%
NA
45
NewEdge Advisors
Louisiana
$1.02M -$19.2K -1,297 -2%
CRG
46
Cornerstone Retirement Group
Nevada
$987K +$987K +66,737 New
SFS
47
Sowell Financial Services
Arkansas
$957K -$494K -33,379 -34%
FFA
48
Founders Financial Alliance
North Carolina
$956K -$52.7K -3,563 -5%
MA
49
Mutual Advisors
Nebraska
$949K -$527K -35,632 -36%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$946K -$213K -14,293 -18%
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