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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

115 hedge funds and large institutions have $256M invested in Guggenheim Strategic Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 61 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+31
Holders Change %
+36.9%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
42
Increased
61
Reduced
5
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$17.3M
2
UBS Group
UBS Group
Switzerland
$22.9M
3
KIM
Karpus Investment Management
New York
$9.92M
4
AAM
Advisors Asset Management
Colorado
$6.72M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.63M

Top Sellers

1
FFN
Focus Financial Network
Minnesota
$0
2
VF
Virtu Financial
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
HI
Harbour Investments
Wisconsin
$1.06M
5
IWM
IHT Wealth Management
Illinois
$296K
Name Holding Trade Value Shares
Change 		Shares
Change %
CMS
51
Capital Market Strategies
Florida
$651K +$651K +35,556 New
VFA
52
Valeo Financial Advisors
Indiana
$572K – – –
SWP
53
Stratos Wealth Partners
Ohio
$547K +$547K +29,858 New
CA
54
CoreCap Advisors
Michigan
$490K +$490K +26,734 New
AWM
55
AE Wealth Management
Kansas
$463K +$219K +11,943 +89%
FFA
56
First Foundation Advisors
California
$456K +$13.6K +745 +3%
MFG
57
Merit Financial Group
Georgia
$455K +$2.09K +114 +0.5%
9WM
58
9258 Wealth Management
Ohio
$451K +$451K +24,598 New
ASN
59
Advisory Services Network
Georgia
$402K +$142K +7,750 +55%
MWPCG
60
Measured Wealth Private Client Group
New Hampshire
$393K +$393K +21,433 New
ACP
61
Aviance Capital Partners
Florida
$377K – – –
QCIG
62
Quad-Cities Investment Group
Iowa
$377K +$88.6K +4,828 +31%
CWM
63
Collaborative Wealth Management
Florida
$376K +$376K +20,532 New
SWM
64
Spire Wealth Management
Virginia
$369K +$369K +20,119 New
Bank of New York Mellon
65
Bank of New York Mellon
New York
$355K +$355K +19,355 New
CA
66
Cetera Advisors
Colorado
$351K +$151K +8,245 +75%
AAS
67
Ameritas Advisory Services
Nebraska
$345K +$345K +18,845 New
CWA
68
Capital Wealth Alliance
Arizona
$340K +$131K +7,180 +63%
CF
69
Centaurus Financial
California
$331K +$97.6K +5,336 +42%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$321K +$180K +9,814 +128%
ARC
71
Advisor Resource Council
Texas
$321K +$321K +17,504 New
BFS
72
Bard Financial Services
Connecticut
$310K +$103K +5,615 +50%
RGF
73
Retirement Guys Formula
Ohio
$309K +$309K +16,860 New
JC
74
JB Capital
Connecticut
$308K +$308K +16,810 New
CAN
75
Claraphi Advisory Network
United States
$300K +$28.9K +1,579 +11%
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