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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

140 hedge funds and large institutions have $329M invested in Guggenheim Strategic Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
22
Increased
60
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIC
Hartline Investment Corp
Illinois
+$4.19M
2
LPL Financial
LPL Financial
California
+$3.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.09M
4
MML Investors Services
MML Investors Services
Massachusetts
+$2.08M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.67M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$78.7M
2
AWM
AE Wealth Management
Kansas
-$2.9M
3
DADC
D.A. Davidson & Co
Montana
-$1.96M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
-$1.46M
5
FFN
Focus Financial Network
Minnesota
-$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFWP
26
Mosaic Family Wealth Partners
Missouri
$2.66M +$54.3K +3,791 +2%
CAN
27
Cetera Advisor Networks
California
$2.6M +$72.5K +5,061 +3%
Truist Financial
28
Truist Financial
North Carolina
$2.26M -$1.8K -126 -0.1%
WS
29
Wedbush Securities
California
$2.22M +$86.8K +6,062 +4%
IWC
30
Integrated Wealth Concepts
Massachusetts
$2.07M +$51K +3,564 +3%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$2.05M -$173K -12,055 -8%
RJA
32
Raymond James & Associates
Florida
$1.9M +$131K +9,150 +7%
PAG
33
Private Advisor Group
New Jersey
$1.69M -$85.9K -5,996 -5%
Ameriprise
34
Ameriprise
Minnesota
$1.39M -$292K -20,406 -17%
FFA
35
Founders Financial Alliance
North Carolina
$1.37M +$433K +30,262 +46%
PS
36
Principal Securities
Iowa
$1.36M +$139K +9,686 +11%
MA
37
Mutual Advisors
Nebraska
$1.23M +$323K +22,527 +36%
NA
38
NewEdge Advisors
Louisiana
$1.17M +$206K +14,402 +21%
SFS
39
Sowell Financial Services
Arkansas
$1.16M +$234K +16,365 +25%
SPC
40
Sigma Planning Corp
Michigan
$1.15M -$142K -9,939 -11%
SPIA
41
Steward Partners Investment Advisory
New York
$1.1M -$4.15K -290 -0.4%
BCM
42
Brookstone Capital Management
Illinois
$1.05M +$9.11K +636 +0.9%
SIC
43
Samalin Investment Counsel
New York
$1.04M -$2.89K -202 -0.3%
AAS
44
Avantax Advisory Services
Texas
$1M +$916 +64 +0.1%
DAS
45
Dynamic Advisor Solutions
Arizona
$937K +$27K +1,882 +3%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$893K +$18.3K +1,281 +2%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$871K -$72.6K -5,073 -8%
TVAMP
48
Tennessee Valley Asset Management Partners
Tennessee
$867K -$832K -58,070 -49%
DJYG
49
David J. Yvars Group
Florida
$819K +$1.68K +118 +0.2%
PGWM
50
Parisi Gray Wealth Management
New Jersey
$805K -$19.3K -1,348 -2%
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