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IGA

Voya Global Advantage and Premium Opportunity Fund

37 hedge funds and large institutions have $32.9M invested in Voya Global Advantage and Premium Opportunity Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

12% more funds holding

Funds holding: 3337 (+4)

1.2% more ownership

Funds ownership: 20.24%21.45% (+1.2%)

2% less capital invested

Capital invested by funds: $33.6M → $32.9M (-$657K)

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$9.21M -$1.57M -174,069 -14%
Morgan Stanley
2
Morgan Stanley
New York
$6.37M -$788K -87,106 -10%
Invesco
3
Invesco
Georgia
$3.52M +$931K +102,912 +33%
SFS
4
Shaker Financial Services
Virginia
$2.14M +$134K +14,809 +6%
UBS Group
5
UBS Group
Switzerland
$1.47M +$667K +73,786 +74%
AAM
6
Advisors Asset Management
Colorado
$1.3M +$148K +16,368 +12%
WAM
7
Wolverine Asset Management
Illinois
$1.25M +$537K +59,376 +67%
LPL Financial
8
LPL Financial
California
$1M +$980K +108,384 +1,005%
IWC
9
Integrated Wealth Concepts
Massachusetts
$964K +$354K +39,162 +52%
RRA
10
Round Rock Advisors
Connecticut
$788K
RJFSA
11
Raymond James Financial Services Advisors
Florida
$782K +$61.5K +6,803 +8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$548K -$17.8K -1,968 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$482K -$90.5K -10,008 -15%
Ameriprise
14
Ameriprise
Minnesota
$344K +$25.1K +2,774 +7%
Bank of America
15
Bank of America
North Carolina
$322K +$9.55K +1,056 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$263K +$283K +31,255 New
Wells Fargo
17
Wells Fargo
California
$262K -$75.5K -8,351 -21%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$238K +$16.5K +1,819 +7%
GAA
19
Global Assets Advisory
Florida
$228K +$240K +26,577 New
NFG
20
Nations Financial Group
Iowa
$201K +$52.9K +5,850 +33%
PAG
21
Private Advisor Group
New Jersey
$170K
SPIA
22
Steward Partners Investment Advisory
New York
$138K
NA
23
NewEdge Advisors
Louisiana
$133K +$20.8K +2,300 +17%
AWS
24
Atria Wealth Solutions
New York
$131K +$141K +15,539 New
AAS
25
Avantax Advisory Services
Texas
$123K +$132K +14,555 New

IGA Hedge Fund Activity: Q3 2022 in Review

37 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q3 2022, worth a combined $32.9M — down 2% from $33.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IGA positions and 2 closed out — a net gain of 4 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $980K. The largest seller was Guggenheim Capital, cutting an estimated $1.57M.

  • 37 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q3 2022, up from 33 in Q2 2022.
  • Funds reported $32.9M of Voya Global Advantage and Premium Opportunity Fund stock for Q3 2022, down 2% quarter-over-quarter.
  • 6 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q3 2022 and 2 closed out, a net change of +4 holders.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q3 2022 was LPL Financial, an estimated $980K added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q3 2022 was Guggenheim Capital, an estimated $1.57M sold.

Based on aggregated 13F filings for Q3 2022.