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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

128 hedge funds and large institutions have $481M invested in Guggenheim Strategic Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
57
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RB
Richmond Brothers
Michigan
$6.75M
2
AWS
Atria Wealth Solutions
New York
$5.53M
3
CAN
Cetera Advisor Networks
California
$3.93M
4
PCIA
Prime Capital Investment Advisors
Kansas
$10.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$12.7M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.01M
2
Ameriprise
Ameriprise
Minnesota
$8.48M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.75M
4
Cohen & Steers
Cohen & Steers
New York
$7.12M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIAS
51
Garden State Investment Advisory Services
New Jersey
$877K +$877K +57,643 New
PGWM
52
Parisi Gray Wealth Management
New Jersey
$875K +$609K +40,035 +230%
NA
53
NewEdge Advisors
Louisiana
$871K +$173K +14,065 +25%
HI
54
Harbour Investments
Wisconsin
$819K -$44.9K -2,947 -5%
BWA
55
BDO Wealth Advisors
Florida
$761K – – –
DADC
56
D.A. Davidson & Co
Montana
$755K +$263K +17,252 +53%
MCC
57
Money Concepts Capital
Florida
$746K +$746K +48,996 New
RJT
58
Raymond James Trust
Florida
$741K +$74.5K +4,895 +11%
SPIA
59
Steward Partners Investment Advisory
New York
$690K -$34.7K -2,282 -5%
DAS
60
Dynamic Advisor Solutions
Arizona
$665K +$16.7K +1,099 +3%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$657K +$48.4K +3,182 +8%
GWSG
62
GPS Wealth Strategies Group
Colorado
$550K – – –
DC
63
Davenport & Co
Virginia
$548K +$45.7K +3,003 +9%
Northern Trust
64
Northern Trust
Illinois
$540K +$47.6K +3,125 +10%
CA
65
CoreCap Advisors
Michigan
$526K +$121K +7,919 +30%
CF
66
Centaurus Financial
California
$518K -$5.33K -350 -1%
TVAMP
67
Tennessee Valley Asset Management Partners
Tennessee
$507K +$111K +7,322 +28%
VFA
68
Valeo Financial Advisors
Indiana
$475K – – –
CMS
69
Capital Market Strategies
Florida
$460K -$28.3K -1,858 -6%
DWM
70
Destination Wealth Management
California
$437K +$437K +28,714 New
IAIM
71
International Assets Investment Management
Florida
$422K +$228K +15,009 +118%
ASN
72
Advisory Services Network
Georgia
$382K +$41.6K +2,730 +12%
AAS
73
Ameritas Advisory Services
Nebraska
$377K +$97.8K +6,424 +35%
EH
74
Equitable Holdings
New York
$373K +$85.2K +5,600 +30%
LI
75
LVZ Inc
Michigan
$362K +$153K +10,055 +73%
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