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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

125 hedge funds and large institutions have $280M invested in Guggenheim Strategic Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 64 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
64
Reduced
33
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$28.1M
2
Osaic Holdings
Osaic Holdings
Arizona
$14.2M
3
Morgan Stanley
Morgan Stanley
New York
$64.8M
4
LPL Financial
LPL Financial
California
$14.3M
5
VCP
Verus Capital Partners
Arizona
$6.03M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$0
2
AWS
Atria Wealth Solutions
New York
$5.36M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.03M
4
Northern Trust
Northern Trust
Illinois
$341K
5
MA
Mutual Advisors
Nebraska
$949K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
51
Raymond James Trust
Florida
$942K +$298K +20,175 +46%
SWP
52
Semus Wealth Partners
Florida
$915K +$8.74K +591 +1%
GSIAS
53
Garden State Investment Advisory Services
New Jersey
$862K -$12.1K -820 -1%
PGWM
54
Parisi Gray Wealth Management
New Jersey
$852K +$1.48K +100 +0.2%
DJYG
55
David J. Yvars Group
Florida
$850K +$2.16K +145 +0.3%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$827K +$76.9K +5,200 +10%
DAS
57
Dynamic Advisor Solutions
Arizona
$816K +$67.1K +4,538 +9%
EH
58
Equitable Holdings
New York
$672K +$41.3K +2,793 +7%
TVAMP
59
Tennessee Valley Asset Management Partners
Tennessee
$618K +$14.5K +978 +2%
GWSG
60
GPS Wealth Strategies Group
Colorado
$601K – – –
BRWA
61
B. Riley Wealth Advisors
Florida
$598K -$204K -13,800 -25%
HI
62
Harbour Investments
Wisconsin
$574K -$38.9K -2,628 -6%
IAIM
63
International Assets Investment Management
Florida
$519K +$15K +1,011 +3%
LFAS
64
Level Four Advisory Services
Texas
$511K +$28.8K +1,950 +6%
DC
65
Davenport & Co
Virginia
$492K -$13.7K -926 -3%
VFA
66
Valeo Financial Advisors
Indiana
$462K – – –
CA
67
CoreCap Advisors
Michigan
$455K +$3.59K +243 +0.8%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$449K -$81.1K -5,484 -15%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$445K +$133K +8,982 +43%
SFC
70
Strategic Financial Concepts
Texas
$437K +$43.9K +2,968 +11%
CMS
71
Capital Market Strategies
Florida
$402K -$3.52K -250 -0.9%
BW
72
Bison Wealth
Georgia
$383K +$41.7K +2,817 +12%
QCIG
73
Quad-Cities Investment Group
Iowa
$364K +$11.8K +800 +3%
MFG
74
Merit Financial Group
Georgia
$353K +$2.51K +170 +0.7%
JC
75
JB Capital
Connecticut
$352K +$7.14K +483 +2%
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