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IGA

Voya Global Advantage and Premium Opportunity Fund

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: 4446 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.5M -$227K -25,757 -4%
AAM
2
Advisors Asset Management
Colorado
$5.07M +$2.3M +260,384 +78%
GC
3
Guggenheim Capital
Illinois
$4.19M -$2M -227,114 -32%
SFS
4
Shaker Financial Services
Virginia
$3.18M +$618K +70,063 +23%
Invesco
5
Invesco
Georgia
$3.17M -$400K -45,390 -11%
Bank of America
6
Bank of America
North Carolina
$2.74M -$100K -11,380 -3%
UBS Group
7
UBS Group
Switzerland
$1.89M -$5.52K -626 -0.3%
IWC
8
Integrated Wealth Concepts
Massachusetts
$1.49M +$480K +54,487 +46%
RRA
9
Round Rock Advisors
Connecticut
$979K +$26.5K +3,000 +3%
LPL Financial
10
LPL Financial
California
$844K -$194K -21,981 -18%
SCM
11
Saba Capital Management
New York
$670K -$74.2K -8,419 -10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$584K -$35.5K -4,031 -6%
1CP
13
1607 Capital Partners
Virginia
$577K +$162K +18,363 +37%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$540K +$12.3K +1,392 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$532K +$49.7K +5,632 +10%
WAM
16
Wolverine Asset Management
Illinois
$431K +$198K +22,403 +80%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$341K +$83.5K +9,466 +31%
AA
18
AQR Arbitrage
Connecticut
$271K +$85.1K +9,656 +44%
Ameriprise
19
Ameriprise
Minnesota
$249K -$46K -5,213 -15%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$243K +$20.6K +2,341 +9%
NAS
21
NWF Advisory Services
California
$196K +$202K +22,950 New
PA
22
PFG Advisors
Arizona
$183K
GAA
23
Global Assets Advisory
Florida
$173K
PAG
24
Private Advisor Group
New Jersey
$155K
AAS
25
Avantax Advisory Services
Texas
$139K -$21.2K -2,407 -13%

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.