Delaware Ivy High Income Opportunities Fund
IVH
IVH was delisted on the 10th of March, 2023.
39 hedge funds and large institutions have $72.5M invested in Delaware Ivy High Income Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
8% more funds holding
Funds holding: 36 → 39 (+3)
7% more capital invested
Capital invested by funds: $68M → $72.5M (+$4.55M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$4.9M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.2M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.02M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$761K |
| 5 |
Walleye Capital
New York
|
+$724K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.92M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.68M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.4M |
| 4 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$607K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$304K |
IVH Hedge Fund Activity: Q3 2021 in Review
39 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q3 2021, worth a combined $72.5M — up 6.7% from $68M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IVH positions and 5 closed out — a net gain of 4 holders — while 14 added to existing stakes and 11 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $4.9M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $2.92M sold.
- 39 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q3 2021, up from 36 in Q2 2021.
- Funds reported $72.5M of Delaware Ivy High Income Opportunities Fund stock for Q3 2021, up 6.7% quarter-over-quarter.
- 9 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q3 2021 and 5 closed out, a net change of +4 holders.
- The largest Delaware Ivy High Income Opportunities Fund buyer in Q3 2021 was Saba Capital Management, an estimated $4.9M added.
- The largest Delaware Ivy High Income Opportunities Fund seller in Q3 2021 was Shaker Financial Services, an estimated $2.92M sold.
Based on aggregated 13F filings for Q3 2021.