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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 %
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$162K +$162K +10,975 New
SWM
102
Spire Wealth Management
Virginia
$159K – – –
Comerica Bank
103
Comerica Bank
Texas
$155K +$155K +10,498 New
TFGT
104
TS Financial Group (TSFG)
Illinois
$150K -$11.8K -800 -7%
GWM
105
Geneos Wealth Management
Colorado
$103K +$207 +14 +0.2%
BFEC
106
Benjamin F. Edwards & Company
Missouri
$94K +$10.4K +703 +12%
SIS
107
Sound Income Strategies
Florida
$49.9K +$49.9K +3,375 New
GRP
108
Global Retirement Partners
California
$49.6K +$704 +50 +1%
BWS
109
Buck Wealth Strategies
Colorado
$46.9K – – –
BCMLT
110
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.8K – – –
OLVIG
111
Oliver Lagore Vanvalin Investment Group
Michigan
$31.2K – – –
EC
112
Elequin Capital
New York
$26.6K +$26.6K +1,800 New
WAM
113
WFA Asset Management
Wisconsin
$23.1K +$769 +52 +3%
OP
114
ORG Partners
Indiana
$19.8K -$91.1K -6,161 -82%
NS
115
NBC Securities
Alabama
$18K +$18K +1,228 New
HGERS
116
Householder Group Estate & Retirement Specialist
Arizona
$17.7K +$17.7K +1,200 New
TAM
117
Tucker Asset Management
Colorado
$7.4K +$7.4K +500 New
JPMorgan Chase & Co
118
JPMorgan Chase & Co
New York
$5.71K -$21.2K -1,435 -79%
AF
119
Allworth Financial
California
$5.06K +$5.06K +342 New
HBW
120
Hazlett, Burt & Watson
West Virginia
$5K – – –
CFD
121
Creative Financial Designs
Indiana
$4.18K +$133 +9 +3%
US Bancorp
122
US Bancorp
Minnesota
$2.75K – – –
FP
123
Financial Perspectives
Minnesota
$518 – – –
Fidelity Investments
124
Fidelity Investments
Massachusetts
$30 +$15 +1 +100%
HNB
125
Huntington National Bank
Ohio
$15 -$16 – –
2 3 4
5
6