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IGA

Voya Global Advantage and Premium Opportunity Fund
IGA

46 hedge funds and large institutions have $35.4M invested in Voya Global Advantage and Premium Opportunity Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more funds holding

Funds holding: 44 → 46 (+2)

1% more capital invested

Capital invested by funds: $35.2M → $35.4M (+$267K)

0.68% more ownership

Funds ownership: 22.18% → 22.86% (+0.68%)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$2.3M
2
SFS
Shaker Financial Services
Virginia
+$618K
3
IWC
Integrated Wealth Concepts
Massachusetts
+$480K
4
WAM
Wolverine Asset Management
Illinois
+$198K
5
1CP
1607 Capital Partners
Virginia
+$162K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$2M
2
Invesco
Invesco
Georgia
-$400K
3
Morgan Stanley
Morgan Stanley
New York
-$227K
4
LPL Financial
LPL Financial
California
-$194K
5
Walleye Capital
Walleye Capital
New York
-$150K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
26
Nations Financial Group
Iowa
$131K +$13.3K +1,504 +11%
AWS
27
Atria Wealth Solutions
New York
$128K -$1.73K -196 -1%
WP
28
WealthShield Partners
North Carolina
$111K +$115K +13,010 New
NA
29
NewEdge Advisors
Louisiana
$111K -$21.2K -2,400 -15%
Wells Fargo
30
Wells Fargo
California
$103K -$18.2K -2,061 -15%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$95.3K -$21.1K -2,392 -18%
BRWA
32
B. Riley Wealth Advisors
Florida
$89.7K – – –
LCM
33
Landscape Capital Management
New Jersey
$85.8K +$88.6K +10,045 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$76.5K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$51K – – –
ASN
36
Advisory Services Network
Georgia
$40.9K – – –
PFA
37
Pathway Financial Advisers
Indiana
$15.4K – – –
RBC
38
Roble Belko & Company
Pennsylvania
$12K – – –
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$11.1K -$30K -3,400 -72%
SWM
40
Spire Wealth Management
Virginia
$10.6K +$11K +1,246 New
HBW
41
Hazlett, Burt & Watson
West Virginia
$9K – – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$5.47K – – –
GRP
43
Global Retirement Partners
California
$1.38K +$1.45K +164 New
EWA
44
EverSource Wealth Advisors
Alabama
$265 – – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$96 +$3.23K +366 +3%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$9 +$9 +1 New
Walleye Capital
47
Walleye Capital
New York
– -$150K -17,188 Closed
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
– -$12K -1,409 Closed
MCC
49
Money Concepts Capital
Florida
– -$5.22K -600 Closed
IA
50
IFP Advisors
Florida
– -$1K -13 Closed
1
2

IGA Hedge Fund Activity: Q1 2023 in Review

46 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q1 2023, worth a combined $35.4M — up 0.76% from $35.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IGA positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 15 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $2.3M. The largest seller was Guggenheim Capital, cutting an estimated $2M.

  • 46 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q1 2023, up from 44 in Q4 2022.
  • Funds reported $35.4M of Voya Global Advantage and Premium Opportunity Fund stock for Q1 2023, up 0.76% quarter-over-quarter.
  • 6 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q1 2023 and 4 closed out, a net change of +2 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q1 2023 was Advisors Asset Management, an estimated $2.3M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q1 2023 was Guggenheim Capital, an estimated $2M sold.

Based on aggregated 13F filings for Q1 2023.