Voya Infrastructure, Industrials and Materials Fund
IDE
30 hedge funds and large institutions have $47.3M invested in Voya Infrastructure, Industrials and Materials Fund in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
15% more funds holding
Funds holding: 26 → 30 (+4)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
0% less capital invested
Capital invested by funds: $47.4M → $47.3M (-$53K)
0.4% less ownership
Funds ownership: 14.97% → 14.57% (-0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$495K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$394K |
| 3 |
Millennium Management
New York
|
+$332K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$318K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$223K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.73M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.06M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$729K |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$385K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$260K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWP
26
Baldwin Wealth Partners
Marion,
Massachusetts
| $17K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $17K | – | – | – |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $16K | +$16.2K | +1,000 | New |
|
29
SEI Investments
Oaks,
Pennsylvania
| $13K | +$12.1K | +747 | New |
|
|
CIM
30
Contravisory Investment Management
Norwell,
Massachusetts
| $6K | – | – | – |
|
|
CA
31
Cornerstone Advisors
Asheville,
North Carolina
| – | -$1.06M | -64,640 | Closed |
|
|
KA
32
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$385K | -23,425 | Closed |
|
33
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$16K | -1,000 | Closed |
|
IDE Hedge Fund Activity: Q4 2017 in Review
30 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Voya Infrastructure, Industrials and Materials Fund (IDE) for Q4 2017, worth a combined $47.3M — down 0.11% from $47.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IDE positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Invesco, adding an estimated $495K. The largest seller was Guggenheim Capital, cutting an estimated $1.73M.
- 30 institutional investors held Voya Infrastructure, Industrials and Materials Fund (IDE) as of Q4 2017, up from 26 in Q3 2017.
- Funds reported $47.3M of Voya Infrastructure, Industrials and Materials Fund stock for Q4 2017, down 0.11% quarter-over-quarter.
- 8 funds opened new Voya Infrastructure, Industrials and Materials Fund positions in Q4 2017 and 4 closed out, a net change of +4 holders.
- The largest Voya Infrastructure, Industrials and Materials Fund buyer in Q4 2017 was Invesco, an estimated $495K added.
- The largest Voya Infrastructure, Industrials and Materials Fund seller in Q4 2017 was Guggenheim Capital, an estimated $1.73M sold.
Based on aggregated 13F filings for Q4 2017.