We are live on ! Find out more
IVH

Delaware Ivy High Income Opportunities Fund
IVH

Delisted

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

Back to rankings

33 hedge funds and large institutions have $41.8M invested in Delaware Ivy High Income Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

1% less capital invested

Capital invested by funds: $42.2M → $41.8M (-$398K)

18% less funds holding

Funds holding: 40 → 33 (-7)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
33
Holders Change
-7
Holders Change %
-17.5%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.15M
2
LPL Financial
LPL Financial
California
+$471K
3
PPA
Parametric Portfolio Associates
Washington
+$285K
4
SFS
Shaker Financial Services
Virginia
+$226K
5
OC
Oppenheimer & Co
New York
+$167K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$1.31M
2
RCM
Robinson Capital Management
Michigan
-$946K
3
AAM
Advisors Asset Management
Colorado
-$839K
4
MC
Matisse Capital
Oregon
-$708K
5
Invesco
Invesco
Georgia
-$439K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$67K +$65.3K +6,000 New
Citigroup
27
Citigroup
New York
$60K -$4.27K -393 -7%
WAM
28
Wolverine Asset Management
Illinois
$34K -$121K -11,110 -78%
GWM
29
Geneos Wealth Management
Colorado
$19K – – –
MC
30
Matisse Capital
Oregon
– -$708K -68,092 Closed
CRC
31
Curi RMB Capital
Illinois
– -$393K -37,800 Closed
Goldman Sachs
32
Goldman Sachs
New York
– -$261K -25,134 Closed
PCM
33
Price Capital Management
Louisiana
– -$243K -23,316 Closed
LA
34
LexAurum Advisors
Kansas
– -$211K -20,264 Closed
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
– -$204K -19,620 Closed
HCM
36
Hollencrest Capital Management
California
– -$110K -10,585 Closed
MC
37
Moors & Cabot
Massachusetts
– -$109K -10,500 Closed
NFG
38
Next Financial Group
Texas
– -$34K -3,250 Closed
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
– -$20K -1,933 Closed
AIC
40
Ameritas Investment Company
Nebraska
– -$18K -1,700 Closed
SFS
41
Sowell Financial Services
Arkansas
– +$87 +8 New
PFO
42
Pathstone Family Office
New Jersey
– +$174 +16 +533%
1
2

IVH Hedge Fund Activity: Q2 2020 in Review

33 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q2 2020, worth a combined $41.8M — down 0.94% from $42.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IVH and 4 opened new positions — a net loss of 7 holders — while 11 trimmed existing stakes and 12 added.

The largest buyer was Wells Fargo, adding an estimated $1.15M. The largest seller was Saba Capital Management, cutting an estimated $1.31M.

  • 33 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q2 2020, down from 40 in Q1 2020.
  • Funds reported $41.8M of Delaware Ivy High Income Opportunities Fund stock for Q2 2020, down 0.94% quarter-over-quarter.
  • 4 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q2 2020 and 11 closed out, a net change of -7 holders.
  • The largest Delaware Ivy High Income Opportunities Fund buyer in Q2 2020 was Wells Fargo, an estimated $1.15M added.
  • The largest Delaware Ivy High Income Opportunities Fund seller in Q2 2020 was Saba Capital Management, an estimated $1.31M sold.

Based on aggregated 13F filings for Q2 2020.