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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

121 hedge funds and large institutions have $228M invested in Guggenheim Strategic Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
51
Reduced
39
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$57.1M
2
PCIA
Prime Capital Investment Advisors
Kansas
$6.28M
3
AAS
Avantax Advisory Services
Texas
$1.12M
4
BWA
BDO Wealth Advisors
Florida
$804K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$4.23M

Top Sellers

1
VCP
Verus Capital Partners
Arizona
$7.48M
2
UBS Group
UBS Group
Switzerland
$16.2M
3
Cohen & Steers
Cohen & Steers
New York
$9.94M
4
Osaic Holdings
Osaic Holdings
Arizona
$11.6M
5
CP
Castleview Partners
Texas
$21.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
76
Level Four Advisory Services
Texas
$261K +$8.05K +500 +3%
EH
77
Equitable Holdings
New York
$255K +$8.04K +500 +3%
CCFM
78
Clear Creek Financial Management
Washington
$254K -$999 -62 -0.4%
IWM
79
IHT Wealth Management
Illinois
$252K -$11.9K -741 -5%
HighTower Advisors
80
HighTower Advisors
Illinois
$251K +$31K +1,932 +14%
ARC
81
Advisor Resource Council
Texas
$249K +$249K +15,485 New
CPW
82
Catalyst Private Wealth
California
$232K -$4.86K -302 -2%
SF
83
Safeguard Financial
Wisconsin
$226K – – –
MSFS
84
Main Street Financial Solutions
Pennsylvania
$218K +$55.1K +3,430 +34%
FFWM
85
Future Financial Wealth Management
Ohio
$205K – – –
BCM
86
Brookstone Capital Management
Illinois
$200K +$200K +12,424 New
GWM
87
Geneos Wealth Management
Colorado
$192K -$58.3K -3,590 -23%
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$192K +$5K +310 +3%
CFD
89
Creative Financial Designs
Indiana
$182K -$14.9K -929 -8%
WP
90
WMS Partners
Maryland
$177K – – –
DADC
91
D.A. Davidson & Co
Montana
$177K +$16.2K +1,010 +10%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$168K -$1.64K -102 -1%
DY
93
Dowling & Yahnke
California
$167K +$4.83K +300 +3%
KIM
94
Karpus Investment Management
New York
$161K -$495K -30,772 -75%
TFGT
95
TS Financial Group (TSFG)
Illinois
$160K +$68.7K +4,270 +75%
GRP
96
Global Retirement Partners
California
$134K -$34.7K -2,160 -21%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$114K -$29.3K -1,822 -20%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$111K – – –
IA
99
IFP Advisors
Florida
$107K – – –
HNWAG
100
High Net Worth Advisory Group
Florida
$105K +$840 +52 +0.8%
2 3
4
5 6