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IGA

Voya Global Advantage and Premium Opportunity Fund
IGA

41 hedge funds and large institutions have $58.4M invested in Voya Global Advantage and Premium Opportunity Fund in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $50.7M → $58.4M (+$7.68M)

0.52% less ownership

Funds ownership: 30.11% → 29.59% (-0.52%)

11% less funds holding

Funds holding: 46 → 41 (-5)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$652K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$293K
3
Ameriprise
Ameriprise
Minnesota
+$287K
4
Morgan Stanley
Morgan Stanley
New York
+$258K
5
CRC
Curi RMB Capital
Illinois
+$204K

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.08M
2
Bank of America
Bank of America
North Carolina
-$391K
3
LCM
Landscape Capital Management
New Jersey
-$342K
4
DA
Doliver Advisors
Texas
-$307K
5
UCFA
United Capital Financial Advisors
Texas
-$264K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$10.1M -$176K -17,268 -2%
GC
2
Guggenheim Capital
Illinois
$9.96M +$652K +63,949 +7%
Morgan Stanley
3
Morgan Stanley
New York
$9.18M +$258K +25,321 +3%
Invesco
4
Invesco
Georgia
$6.92M +$183K +17,922 +3%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.56M -$13.9K -1,369 -0.6%
WAM
6
Wolverine Asset Management
Illinois
$2.23M -$26.6K -2,610 -1%
SFS
7
Shaker Financial Services
Virginia
$2M -$115K -11,270 -6%
Stifel Financial
8
Stifel Financial
Missouri
$1.63M -$238K -23,383 -13%
CRC
9
Curi RMB Capital
Illinois
$1.43M +$204K +20,049 +18%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.41M -$10.7K -1,049 -0.8%
UCFA
11
United Capital Financial Advisors
Texas
$1.4M -$264K -25,894 -17%
UBS Group
12
UBS Group
Switzerland
$1.23M +$181K +17,772 +19%
1CP
13
1607 Capital Partners
Virginia
$1.1M – – –
Bank of America
14
Bank of America
North Carolina
$873K -$391K -38,411 -32%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$793K +$58.1K +5,698 +8%
Ameriprise
16
Ameriprise
Minnesota
$658K +$287K +28,183 +86%
KIM
17
Karpus Investment Management
New York
$657K -$8.92K -875 -1%
Wells Fargo
18
Wells Fargo
California
$495K -$1.13K -111 -0.2%
LCM
19
Landscape Capital Management
New Jersey
$420K -$342K -33,518 -46%
AG
20
Advisor Group
Arizona
$420K +$29.8K +2,924 +8%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$328K -$5.09K -500 -2%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$310K +$293K +28,764 New
LPL Financial
23
LPL Financial
California
$279K -$17.5K -1,720 -6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$271K -$13K -1,278 -5%
PAS
25
Park Avenue Securities
New York
$263K +$16.2K +1,585 +7%
1
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IGA Hedge Fund Activity: Q1 2019 in Review

41 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q1 2019, worth a combined $58.4M — up 15% from $50.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of IGA and 4 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 14 added.

The largest buyer was Guggenheim Capital, adding an estimated $652K. The largest seller was Carson Wealth (CWM LLC), exiting entirely with an estimated $1.08M sold.

  • 41 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q1 2019, down from 46 in Q4 2018.
  • Funds reported $58.4M of Voya Global Advantage and Premium Opportunity Fund stock for Q1 2019, up 15% quarter-over-quarter.
  • 4 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q1 2019 and 9 closed out, a net change of -5 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q1 2019 was Guggenheim Capital, an estimated $652K added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q1 2019 was Carson Wealth (CWM LLC), an estimated $1.08M sold.

Based on aggregated 13F filings for Q1 2019.