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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

125 hedge funds and large institutions have $264M invested in Guggenheim Strategic Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
52
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.08M
2
Truist Financial
2
Truist Financial
North Carolina
$3.61M
3
OFS
3
OneAscent Financial Services
Alabama
$2.44M
4
UBS Group
4
UBS Group
Switzerland
$24.4M
5
VCP
5
Verus Capital Partners
Arizona
$3.98M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$11.1M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$8.8M
4
RB
4
Richmond Brothers
Michigan
$5.15M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GSIAS
51
Garden State Investment Advisory Services
New Jersey
$919K 56,828 -815 -1%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$855K 52,891 -17,930 -25%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$846K 52,340 +9,178 +21%
BWA
54
BDO Wealth Advisors
Florida
$809K 50,000 – –
DAS
55
Dynamic Advisor Solutions
Arizona
$744K 46,017 +2,301 +5%
SPIA
56
Steward Partners Investment Advisory
New York
$707K 43,703 -1,625 -4%
RJT
57
Raymond James Trust
Florida
$703K 43,486 -5,208 -11%
GWSG
58
GPS Wealth Strategies Group
Colorado
$695K 43,000 +6,871 +19%
EH
59
Equitable Holdings
New York
$669K 41,401 +16,876 +69%
HI
60
Harbour Investments
Wisconsin
$666K 41,163 -12,626 -23%
DC
61
Davenport & Co
Virginia
$649K 40,117 +4,133 +11%
TVAMP
62
Tennessee Valley Asset Management Partners
Tennessee
$564K 34,882 +1,572 +5%
CF
63
Centaurus Financial
California
$550K 34,034 – –
VFA
64
Valeo Financial Advisors
Indiana
$505K 31,239 – –
CMS
65
Capital Market Strategies
Florida
$487K 30,098 -102 -0.3%
IAIM
66
International Assets Investment Management
Florida
$484K 29,933 +2,174 +8%
SFC
67
Strategic Financial Concepts
Texas
$438K 27,067 +27,067 New
MFG
68
Merit Financial Group
Georgia
$380K 23,503 +155 +0.7%
9WM
69
9258 Wealth Management
Ohio
$375K 23,180 – –
QCIG
70
Quad-Cities Investment Group
Iowa
$373K 23,057 +701 +3%
LI
71
LVZ Inc
Michigan
$369K 22,812 -950 -4%
JC
72
JB Capital
Connecticut
$364K 22,490 +1,420 +7%
LFAS
73
Level Four Advisory Services
Texas
$362K 22,367 +583 +3%
AFG
74
Atomi Financial Group
New York
$360K 22,273 +22,273 New
KAS
75
Kestra Advisory Services
Texas
$354K 21,917 -1,033 -5%
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