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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 %
ASN
76
Advisory Services Network
Georgia
$346K +$40.2K +2,716 +13%
9WM
77
9258 Wealth Management
Ohio
$346K +$2.97K +201 +0.9%
CF
78
Centaurus Financial
California
$344K – – –
Northern Trust
79
Northern Trust
Illinois
$341K -$855K -57,830 -71%
AFG
80
Atomi Financial Group
New York
$328K – – –
LI
81
LVZ Inc
Michigan
$312K – – –
ACP
82
Aviance Capital Partners
Florida
$305K -$7.79K -527 -2%
VFPW
83
Vantage Financial Partners (Wisconsin)
Wisconsin
$293K -$1.63K -110 -0.6%
RPGK
84
Retirement Planning Group (Kansas)
Kansas
$290K -$9.13K -617 -3%
Citadel Advisors
85
Citadel Advisors
Florida
$279K -$57.3K -3,873 -17%
Walleye Capital
86
Walleye Capital
New York
$272K -$24.8K -1,676 -8%
Corient Private Wealth
87
Corient Private Wealth
Florida
$272K +$96.8K +6,545 +55%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$245K +$13.1K +888 +6%
IWM
89
IHT Wealth Management
Illinois
$237K +$5.59K +378 +2%
CWA
90
Capital Wealth Alliance
Arizona
$236K +$5.1K +345 +2%
HighTower Advisors
91
HighTower Advisors
Illinois
$227K -$27.5K -1,858 -11%
SS
92
Sunbelt Securities
Texas
$222K -$3.51K -237 -2%
MSFS
93
Main Street Financial Solutions
Pennsylvania
$222K +$4.79K +324 +2%
KAS
94
Kestra Advisory Services
Texas
$216K -$31.5K -2,127 -13%
EWM
95
Empirical Wealth Management
Washington
$215K +$215K +14,539 New
SF
96
Safeguard Financial
Wisconsin
$208K – – –
GCP
97
Gill Capital Partners
Colorado
$204K – – –
Creative Planning
98
Creative Planning
Kansas
$200K +$200K +13,538 New
IC
99
IEQ Capital
California
$190K +$6.85K +463 +4%
CCFM
100
Clear Creek Financial Management
Washington
$174K +$1.14K +77 +0.7%
2 3
4
5 6