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IGA

Voya Global Advantage and Premium Opportunity Fund

47 hedge funds and large institutions have $43.5M invested in Voya Global Advantage and Premium Opportunity Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

17% more capital invested

Capital invested by funds: $37.2M → $43.5M (+$6.28M)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

7% more funds holding

Funds holding: 4447 (+3)

4.85% more ownership

Funds ownership: 23.94%28.78% (+4.8%)

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$160K +$6.4K +762 +4%
AAS
27
Avantax Advisory Services
Texas
$143K +$7.56K +901 +6%
API
28
Advisor Partners II
California
$143K +$144K +17,200 New
PAG
29
Private Advisor Group
New Jersey
$143K -$8.39K -1,000 -6%
AWS
30
Atria Wealth Solutions
New York
$125K +$764 +91 +0.6%
WP
31
WealthShield Partners
North Carolina
$117K +$7.38K +879 +7%
LSC
32
Logan Stone Capital
Illinois
$117K +$118K +14,069 New
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$114K -$12.1K -1,447 -10%
LCM
34
Landscape Capital Management
New Jersey
$109K -$16K -1,901 -13%
Wells Fargo
35
Wells Fargo
California
$80.6K -$3.66K -436 -4%
SPIA
36
Steward Partners Investment Advisory
New York
$49.6K
JP Morgan Chase
37
JP Morgan Chase
New York
$31.6K +$32K +3,813 New
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$28.7K -$20.1K -2,400 -41%
NS
39
NBC Securities
Alabama
$17K +$17.6K +2,101 New
PFA
40
Pathway Financial Advisers
Indiana
$14.9K +$15.1K +1,800 New
RBC
41
Roble Belko & Company
Pennsylvania
$12K
SWM
42
Spire Wealth Management
Virginia
$10.3K
HBW
43
Hazlett, Burt & Watson
West Virginia
$8K
Comerica Bank
44
Comerica Bank
Texas
$5.55K +$5.62K +669 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$5.31K
LFA
46
LGT Financial Advisors
Texas
$1.66K +$1.68K +200 New
GRP
47
Global Retirement Partners
California
$1.3K
PA
48
PFG Advisors
Arizona
-$183K -21,476 Closed
NA
49
NewEdge Advisors
Louisiana
-$132K -15,400 Closed
BRWA
50
B. Riley Wealth Advisors
Florida
-$89.7K -10,500 Closed

IGA Hedge Fund Activity: Q3 2023 in Review

47 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q3 2023, worth a combined $43.5M — up 17% from $37.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IGA positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $4.07M. The largest seller was Shaker Financial Services, cutting an estimated $831K.

  • 47 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q3 2023, up from 44 in Q2 2023.
  • Funds reported $43.5M of Voya Global Advantage and Premium Opportunity Fund stock for Q3 2023, up 17% quarter-over-quarter.
  • 7 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q3 2023 and 4 closed out, a net change of +3 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q3 2023 was Saba Capital Management, an estimated $4.07M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q3 2023 was Shaker Financial Services, an estimated $831K sold.

Based on aggregated 13F filings for Q3 2023.