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Guggenheim Strategic Opportunities Fund
GOF

Overview Fund Activity

150 hedge funds and large institutions have $337M invested in Guggenheim Strategic Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
60
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Secure Asset Management
Michigan
$4.96M
2
TI
TrueMark Investments
Illinois
$4.49M
3
VCP
Verus Capital Partners
Arizona
$7.88M
4
Bank of America
Bank of America
North Carolina
$6.14M
5
LPL Financial
LPL Financial
California
$19.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$7.8M
2
AWS
Atria Wealth Solutions
New York
$1.5M
3
HIC
Hartline Investment Corp
Illinois
$0
4
SWP
Significant Wealth Partners
Illinois
$0
5
PCIA
Prime Capital Investment Advisors
Kansas
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$106M +$318K +21,348 +0.3%
LPL Financial
2
LPL Financial
California
$19.8M +$927K +62,176 +5%
UBS Group
3
UBS Group
Switzerland
$17.4M -$58.9K -3,953 -0.3%
PCIA
4
Prime Capital Investment Advisors
Kansas
$15.9M -$2.89M -193,662 -15%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.6M +$127K +8,539 +1%
Cohen & Steers
6
Cohen & Steers
New York
$11M – – –
VCP
7
Verus Capital Partners
Arizona
$7.88M +$1.32M +88,619 +20%
CW
8
CreativeOne Wealth
Kansas
$7.82M +$302K +20,233 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.8M -$4.77M -319,712 -38%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.83M +$414K +27,771 +6%
Bank of America
11
Bank of America
North Carolina
$6.14M +$1.11M +74,601 +22%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$5.77M +$261K +17,475 +5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.32M +$577K +38,695 +12%
SAM
14
Secure Asset Management
Michigan
$4.96M +$4.96M +332,704 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.66M +$106K +7,115 +2%
TI
16
TrueMark Investments
Illinois
$4.49M +$4.49M +301,053 New
RB
17
Richmond Brothers
Michigan
$4.43M -$78.8K -5,283 -2%
BCA
18
Bay Colony Advisors
Massachusetts
$4.33M -$29K -1,948 -0.7%
PFA
19
Petra Financial Advisors
Colorado
$4.01M +$164K +10,981 +4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$3.97M +$173K +11,573 +5%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.85M -$29.8K -1,999 -0.8%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$3.64M -$1.22M -82,001 -25%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.61M +$135K +9,065 +4%
MFWP
24
Mosaic Family Wealth Partners
Missouri
$2.95M +$186K +12,457 +7%
MGWM
25
Marks Group Wealth Management
Minnesota
$2.92M +$54.5K +3,653 +2%
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