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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

121 hedge funds and large institutions have $284M invested in Guggenheim Strategic Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
57
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$66.4M
2
LPL Financial
LPL Financial
California
$12.6M
3
PCIA
Prime Capital Investment Advisors
Kansas
$12.7M
4
PFA
Petra Financial Advisors
Colorado
$3.22M
5
Wells Fargo
Wells Fargo
California
$3.08M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$2.43M
2
CAN
Cetera Advisor Networks
California
$1.81M
3
OFS
OneAscent Financial Services
Alabama
$0
4
AAM
Advisors Asset Management
Colorado
$1.78M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIAS
51
Garden State Investment Advisory Services
New Jersey
$940K +$36.2K +2,275 +4%
PGWM
52
Parisi Gray Wealth Management
New Jersey
$930K +$930K +57,527 New
SPIA
53
Steward Partners Investment Advisory
New York
$926K +$231K +14,510 +33%
DJYG
54
David J. Yvars Group
Florida
$905K -$12.3K -774 -1%
BRWA
55
B. Riley Wealth Advisors
Florida
$863K -$94.4K -5,936 -10%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$807K -$25.6K -1,611 -3%
DAS
57
Dynamic Advisor Solutions
Arizona
$806K +$73.9K +4,649 +10%
BWA
58
BDO Wealth Advisors
Florida
$795K – – –
RJT
59
Raymond James Trust
Florida
$691K – – –
EH
60
Equitable Holdings
New York
$678K +$20K +1,258 +3%
HI
61
Harbour Investments
Wisconsin
$659K +$4.52K +284 +0.7%
TVAMP
62
Tennessee Valley Asset Management Partners
Tennessee
$649K +$93.9K +5,906 +17%
GWSG
63
GPS Wealth Strategies Group
Colorado
$646K -$38K -2,387 -6%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$570K -$271K -17,043 -32%
DC
65
Davenport & Co
Virginia
$544K -$94.1K -5,917 -15%
IAIM
66
International Assets Investment Management
Florida
$540K +$63.8K +4,012 +13%
LFAS
67
Level Four Advisory Services
Texas
$519K +$163K +10,250 +46%
VFA
68
Valeo Financial Advisors
Indiana
$497K – – –
CA
69
CoreCap Advisors
Michigan
$486K +$486K +30,544 New
CMS
70
Capital Market Strategies
Florida
$458K -$20.4K -1,285 -4%
SFC
71
Strategic Financial Concepts
Texas
$423K -$7.3K -459 -2%
QCIG
72
Quad-Cities Investment Group
Iowa
$379K +$12K +753 +3%
MFG
73
Merit Financial Group
Georgia
$376K +$2.59K +163 +0.7%
JC
74
JB Capital
Connecticut
$371K +$13.1K +823 +4%
CF
75
Centaurus Financial
California
$370K -$171K -10,756 -32%
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