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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

140 hedge funds and large institutions have $329M invested in Guggenheim Strategic Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
22
Increased
60
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIC
Hartline Investment Corp
Illinois
+$4.19M
2
LPL Financial
LPL Financial
California
+$3.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.09M
4
MML Investors Services
MML Investors Services
Massachusetts
+$2.08M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.67M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$78.7M
2
AWM
AE Wealth Management
Kansas
-$2.9M
3
DADC
D.A. Davidson & Co
Montana
-$1.96M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
-$1.46M
5
FFN
Focus Financial Network
Minnesota
-$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
Semus Wealth Partners
Florida
$775K -$90.6K -6,328 -10%
DC
52
Davenport & Co
Virginia
$754K +$42.2K +2,947 +6%
CL
53
Choreo LLC
Illinois
$728K +$12.2K +853 +2%
RJT
54
Raymond James Trust
Florida
$722K – – –
PI
55
PFG Investments
New York
$722K +$722K +50,388 New
GSIAS
56
Garden State Investment Advisory Services
New Jersey
$703K +$499 +35 +0.1%
WWM
57
Western Wealth Management
Colorado
$687K -$90K -6,283 -12%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$674K – – –
KAS
59
Kestra Advisory Services
Texas
$616K +$143K +10,004 +30%
BRWA
60
B. Riley Wealth Advisors
Florida
$598K +$94.7K +6,406 +19%
CA
61
CoreCap Advisors
Michigan
$563K +$61.2K +4,275 +12%
EH
62
Equitable Holdings
New York
$525K -$135K -9,410 -20%
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$478K +$14.2K +992 +3%
GWSG
64
GPS Wealth Strategies Group
Colorado
$451K -$33.6K -2,343 -7%
IAIM
65
International Assets Investment Management
Florida
$449K +$313 +22 +0.1%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$441K -$28.7K -2,005 -6%
CMS
67
Capital Market Strategies
Florida
$433K -$56.9K -3,972 -12%
QCIG
68
Quad-Cities Investment Group
Iowa
$381K +$18.1K +1,265 +5%
SFC
69
Strategic Financial Concepts
Texas
$369K +$369K +25,754 New
AFP
70
Ausdal Financial Partners
Iowa
$366K +$366K +25,566 New
MFG
71
Merit Financial Group
Georgia
$356K +$3.55K +242 +1%
JC
72
JB Capital
Connecticut
$348K +$1.43K +100 +0.4%
RPGK
73
Retirement Planning Group (Kansas)
Kansas
$347K +$52.1K +3,641 +18%
AFG
74
Atomi Financial Group
New York
$326K +$17.4K +1,212 +6%
CA
75
Cetera Advisors
Colorado
$318K -$14.1K -985 -4%
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