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IVH

Delaware Ivy High Income Opportunities Fund
IVH

Delisted

IVH was delisted on the 10th of March, 2023.

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45 hedge funds and large institutions have $63.2M invested in Delaware Ivy High Income Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $59.3M → $63.2M (+$3.89M)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

8% less funds holding

Funds holding: 49 → 45 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.39M
2
Wells Fargo
Wells Fargo
California
+$1.43M
3
SCM
Saba Capital Management
New York
+$1.26M
4
CCP
Clough Capital Partners
Massachusetts
+$456K
5
SFS
Shaker Financial Services
Virginia
+$284K

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$1.63M
2
WAM
Wolverine Asset Management
Illinois
-$1.46M
3
BlackRock
BlackRock
New York
-$1.23M
4
Invesco
Invesco
Georgia
-$1.04M
5
AAM
Advisors Asset Management
Colorado
-$891K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$233K +$46.1K +3,467 +25%
Stifel Financial
27
Stifel Financial
Missouri
$228K -$148K -11,164 -40%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$221K +$2.26K +170 +1%
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$212K +$209K +15,700 New
FFG
30
Ford Financial Group
California
$171K – – –
RJA
31
Raymond James & Associates
Florida
$158K +$156K +11,711 New
HCM
32
Hollencrest Capital Management
California
$143K – – –
Citigroup
33
Citigroup
New York
$135K -$4.39K -330 -3%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$126K +$24.2K +1,816 +24%
BI
35
Bulldog Investors
New Jersey
$114K +$112K +8,428 New
ASN
36
Advisory Services Network
Georgia
$112K -$9.31K -700 -8%
WAM
37
Wolverine Asset Management
Illinois
$98K -$1.46M -110,087 -94%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$78K -$134K -10,046 -65%
MNBTD
39
Moody National Bank Trust Division
Texas
$72K – – –
SWM
40
SeaCrest Wealth Management
New York
$53K -$19.5K -1,466 -27%
GWM
41
Geneos Wealth Management
Colorado
$23K +$23.3K +1,750 New
IA
42
IFP Advisors
Florida
$10K -$7K -526 -41%
US Bancorp
43
US Bancorp
Minnesota
$5K +$5.32K +400 New
CRC
44
Curi RMB Capital
Illinois
– -$1.63M -134,353 Closed
BlackRock
45
BlackRock
New York
– -$1.23M -101,326 Closed
LCM
46
Landscape Capital Management
New Jersey
– -$505K -41,620 Closed
WAM
47
Weiss Asset Management
Massachusetts
– -$399K -32,917 Closed
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
– -$355K -29,227 Closed
BRWA
49
B. Riley Wealth Advisors
Florida
– -$330K -27,150 Closed
Millennium Management
50
Millennium Management
New York
– -$323K -26,636 Closed
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IVH Hedge Fund Activity: Q1 2019 in Review

45 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q1 2019, worth a combined $63.2M — up 6.6% from $59.3M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IVH and 7 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 15 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.39M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $1.63M sold.

  • 45 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q1 2019, down from 49 in Q4 2018.
  • Funds reported $63.2M of Delaware Ivy High Income Opportunities Fund stock for Q1 2019, up 6.6% quarter-over-quarter.
  • 7 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q1 2019 and 11 closed out, a net change of -4 holders.
  • The largest Delaware Ivy High Income Opportunities Fund buyer in Q1 2019 was Sit Investment Associates, an estimated $2.39M added.
  • The largest Delaware Ivy High Income Opportunities Fund seller in Q1 2019 was Curi RMB Capital, an estimated $1.63M sold.

Based on aggregated 13F filings for Q1 2019.