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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

169 hedge funds and large institutions have $365M invested in Guggenheim Strategic Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+19
Holders Change %
+12.67%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
34
Increased
63
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCP
Verus Capital Partners
Arizona
$16.9M
2
Bank of America
Bank of America
North Carolina
$8.79M
3
LPL Financial
LPL Financial
California
$26.1M
4
Osaic Holdings
Osaic Holdings
Arizona
$9.2M
5
UB
UMB Bank
Missouri
$1.05M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$103M
2
IAIM
International Assets Investment Management
Florida
$248K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.16M
4
TI
TrueMark Investments
Illinois
$2.55M
5
Cohen & Steers
Cohen & Steers
New York
$5.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
101
J.W. Cole Advisors
Florida
$249K +$249K +16,301 New
IAIM
102
International Assets Investment Management
Florida
$248K -$7M -457,416 -97%
PIA
103
Perennial Investment Advisors
California
$244K +$3.82K +250 +2%
VFPW
104
Vantage Financial Partners (Wisconsin)
Wisconsin
$244K -$4.73K -310 -2%
AWM
105
Apollon Wealth Management
South Carolina
$227K +$227K +14,850 New
FZCM
106
Flynn Zito Capital Management
New York
$225K – – –
EWM
107
Empirical Wealth Management
Washington
$222K – – –
VIPI
108
Vista Investment Partners II
Indiana
$218K +$218K +14,285 New
LI
109
LVZ Inc
Michigan
$217K -$99.3K -6,506 -31%
CAL
110
Capital Analysts LLC
Pennsylvania
$211K +$34.1K +2,237 +19%
GCP
111
Gill Capital Partners
Colorado
$210K – – –
USCWA
112
U.S. Capital Wealth Advisors
Texas
$209K +$25.5K +1,668 +14%
EFG
113
Elm3 Financial Group
Georgia
$208K +$208K +13,645 New
KWA
114
Kingswood Wealth Advisors
California
$198K +$198K +13,000 New
ACA
115
Aptus Capital Advisors
Alabama
$172K +$172K +11,243 New
IWM
116
IHT Wealth Management
Illinois
$169K +$3.53K +231 +2%
CWP
117
Core Wealth Partners
California
$168K +$168K +10,979 New
GWM
118
Geneos Wealth Management
Colorado
$164K +$3.91K +256 +2%
AAS
119
Ameritas Advisory Services
Nebraska
$161K +$161K +10,546 New
P
120
&Partners
Tennessee
$158K +$158K +10,282 New
FIA
121
Foundations Investment Advisors
Arizona
$155K +$155K +10,176 New
AWG
122
Altus Wealth Group
Colorado
$155K – – –
GP
123
Gridiron Partners
Pennsylvania
$153K – – –
UWP
124
Uniting Wealth Partners
Kansas
$153K +$153K +10,000 New
SWM
125
Spire Wealth Management
Virginia
$148K – – –
3 4
5
6 7