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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 %
Morgan Stanley
1
Morgan Stanley
New York
$66.4M +$6.09M +383,136 +10%
UBS Group
2
UBS Group
Switzerland
$25.7M +$1.74M +109,435 +7%
PCIA
3
Prime Capital Investment Advisors
Kansas
$12.7M +$4.1M +257,585 +47%
LPL Financial
4
LPL Financial
California
$12.6M +$4.56M +286,952 +57%
Osaic Holdings
5
Osaic Holdings
Arizona
$11.4M +$506K +31,819 +5%
AWS
6
Atria Wealth Solutions
New York
$7.55M +$921K +57,933 +14%
Cohen & Steers
7
Cohen & Steers
New York
$6.76M -$131K -8,268 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.24M +$502K +31,560 +9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6M -$1.27M -79,858 -17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.82M +$282K +17,737 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.26M +$264K +16,630 +5%
CW
12
CreativeOne Wealth
Kansas
$4.6M +$1.52M +95,681 +49%
VCP
13
Verus Capital Partners
Arizona
$4.48M +$570K +35,842 +15%
Bank of America
14
Bank of America
North Carolina
$4.47M +$319K +20,078 +8%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$4.21M +$32.1K +2,020 +0.8%
RB
16
Richmond Brothers
Michigan
$4.11M -$955K -60,036 -19%
Truist Financial
17
Truist Financial
North Carolina
$3.89M +$347K +21,807 +10%
BCM
18
Brookstone Capital Management
Illinois
$3.82M +$813K +50,938 +27%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.75M +$410K +25,766 +12%
BCA
20
Bay Colony Advisors
Massachusetts
$3.62M +$827K +51,999 +30%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$3.35M -$25.5K -1,604 -0.8%
PFA
22
Petra Financial Advisors
Colorado
$3.22M +$3.22M +202,350 New
Wells Fargo
23
Wells Fargo
California
$3.08M +$2.08M +130,528 +206%
MGWM
24
Marks Group Wealth Management
Minnesota
$3.06M – – –
Baird Financial Group
25
Baird Financial Group
Wisconsin
$2.99M -$292K -18,338 -9%
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