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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 %
9WM
76
9258 Wealth Management
Ohio
$369K -$16 -1 -0%
BW
77
Bison Wealth
Georgia
$367K +$31.8K +1,999 +9%
Citadel Advisors
78
Citadel Advisors
Florida
$361K +$361K +22,713 New
AFG
79
Atomi Financial Group
New York
$352K -$1.96K -123 -0.6%
ACP
80
Aviance Capital Partners
Florida
$336K – – –
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$335K +$16.8K +1,057 +5%
LI
82
LVZ Inc
Michigan
$335K -$27.4K -1,722 -8%
AWA
83
Arete Wealth Advisors
Illinois
$335K +$335K +21,062 New
ASN
84
Advisory Services Network
Georgia
$329K -$6.96K -438 -2%
RPGK
85
Retirement Planning Group (Kansas)
Kansas
$322K +$50.6K +3,180 +19%
Walleye Capital
86
Walleye Capital
New York
$319K +$319K +20,073 New
VFPW
87
Vantage Financial Partners (Wisconsin)
Wisconsin
$317K +$144K +9,063 +83%
HighTower Advisors
88
HighTower Advisors
Illinois
$271K +$24.2K +1,531 +10%
SC
89
Sykon Capital
New York
$269K +$269K +16,888 New
KAS
90
Kestra Advisory Services
Texas
$267K -$82K -5,156 -24%
KeyBank National Association
91
KeyBank National Association
Ohio
$253K – – –
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$249K +$32.3K +2,031 +15%
IWM
93
IHT Wealth Management
Illinois
$249K +$4.63K +291 +2%
CWA
94
Capital Wealth Alliance
Arizona
$248K -$2.7K -170 -1%
SS
95
Sunbelt Securities
Texas
$243K +$22.7K +1,430 +10%
MSFS
96
Main Street Financial Solutions
Pennsylvania
$234K +$4.88K +307 +2%
SF
97
Safeguard Financial
Wisconsin
$223K – – –
GCP
98
Gill Capital Partners
Colorado
$219K – – –
CCG
99
Capital CS Group
California
$214K +$214K +13,472 New
IC
100
IEQ Capital
California
$196K +$196K +12,353 New
2 3
4
5 6