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IGA

Voya Global Advantage and Premium Opportunity Fund

40 hedge funds and large institutions have $35M invested in Voya Global Advantage and Premium Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

1.1% less ownership

Funds ownership: 22.02%20.92% (-1.1%)

7% less funds holding

Funds holding: 4340 (-3)

8% less capital invested

Capital invested by funds: $38.1M → $35M (-$3.03M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$11.3M +$298K +31,494 +3%
Morgan Stanley
2
Morgan Stanley
New York
$4.16M -$295K -31,158 -6%
KIM
3
Karpus Investment Management
New York
$3.17M -$1.97M -208,623 -38%
GC
4
Guggenheim Capital
Illinois
$3.14M +$1.92M +203,176 +147%
Invesco
5
Invesco
Georgia
$1.91M +$16K +1,690 +0.8%
Raymond James Financial
6
Raymond James Financial
Florida
$1.7M +$1.74M +184,338 New
LPL Financial
7
LPL Financial
California
$1.57M -$23K -2,428 -1%
UBS Group
8
UBS Group
Switzerland
$1.38M +$65.4K +6,913 +5%
IWC
9
Integrated Wealth Concepts
Massachusetts
$1.29M -$62K -6,546 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$669K +$43.9K +4,638 +7%
SFS
11
Shaker Financial Services
Virginia
$436K -$58.8K -6,208 -12%
KA
12
Kovack Advisors
Florida
$416K -$2.8K -296 -0.7%
TSMHT
13
Thurston Springer Miller Herd & Titak
Indiana
$398K +$410K +43,272 New
RRA
14
Round Rock Advisors
Connecticut
$380K -$62.7K -6,630 -14%
Wells Fargo
15
Wells Fargo
California
$362K +$172K +18,212 +86%
Osaic Holdings
16
Osaic Holdings
Arizona
$352K +$9.76K +1,031 +3%
Ameriprise
17
Ameriprise
Minnesota
$320K +$39K +4,122 +13%
UPS
18
UHLMANN PRICE SECURITIES
Illinois
$316K +$8.55K +903 +3%
Bank of America
19
Bank of America
North Carolina
$280K -$1.53M -161,479 -84%
SA
20
Sanctuary Advisors
Indiana
$233K -$2.15K -227 -0.9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$201K -$9.28K -981 -4%
PAG
22
Private Advisor Group
New Jersey
$196K
AA
23
AQR Arbitrage
Connecticut
$191K -$343K -36,267 -64%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$161K +$6.83K +722 +4%
WP
25
WealthShield Partners
North Carolina
$129K +$16.3K +1,719 +14%

IGA Hedge Fund Activity: Q4 2024 in Review

40 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Voya Global Advantage and Premium Opportunity Fund (IGA) for Q4 2024, worth a combined $35M — down 8% from $38.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IGA and 5 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 14 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.92M. The largest seller was Karpus Investment Management, cutting an estimated $1.97M.

  • 40 institutional investors held Voya Global Advantage and Premium Opportunity Fund (IGA) as of Q4 2024, down from 43 in Q3 2024.
  • Funds reported $35M of Voya Global Advantage and Premium Opportunity Fund stock for Q4 2024, down 8% quarter-over-quarter.
  • 5 funds opened new Voya Global Advantage and Premium Opportunity Fund positions in Q4 2024 and 6 closed out, a net change of -1 holder.
  • The largest Voya Global Advantage and Premium Opportunity Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $1.92M added.
  • The largest Voya Global Advantage and Premium Opportunity Fund seller in Q4 2024 was Karpus Investment Management, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2024.