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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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46 hedge funds and large institutions have $72.8M invested in Delaware Ivy High Income Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

24% more funds holding

Funds holding: 37 → 46 (+9)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

12% less capital invested

Capital invested by funds: $82.9M → $72.8M (-$10.1M)

Holders
46
Holders Change
+9
Holders Change %
+24.32%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
11
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$11.9M
2
Morgan Stanley
Morgan Stanley
New York
+$5.6M
3
LPL Financial
LPL Financial
California
+$2.04M
4
LSC
Logan Stone Capital
Illinois
+$660K
5
IWC
Integrated Wealth Concepts
Massachusetts
+$647K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$11.8M
2
Stifel Financial
Stifel Financial
Missouri
-$820K
3
SCM
Saba Capital Management
New York
-$542K
4
CCP
Clough Capital Partners
Massachusetts
-$471K
5
OPWM
Oxinas Partners Wealth Management
Indiana
-$367K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
AQR Arbitrage
Connecticut
$260K +$289K +25,397 New
Bank of America
27
Bank of America
North Carolina
$247K -$102K -9,003 -27%
LCM
28
Landscape Capital Management
New Jersey
$225K +$249K +21,942 New
H6H
29
Hightower 6M Holding
Kansas
$224K +$249K +21,878 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$205K -$34.7K -3,049 -13%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$192K +$213K +18,726 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$171K +$1.13K +99 +0.6%
OC
33
Oppenheimer & Co
New York
$134K – – –
LNWWM
34
Laird Norton Wetherby Wealth Management
California
$134K +$148K +13,010 New
CI
35
CX Institutional
Indiana
$133K – – –
FFG
36
Ford Financial Group
California
$117K +$131K +11,500 New
FWM
37
Foresight Wealth Management
Utah
$103K -$6.39K -562 -5%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$79K +$87.2K +7,674 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$38K +$125 +11 +0.3%
CFGS
40
Concourse Financial Group Securities
Alabama
$15K – – –
FF
41
FourThought Financial
Florida
$13K – – –
AC
42
Almitas Capital
California
$7K +$7.96K +700 New
IA
43
IFP Advisors
Florida
$6K – – –
Bessemer Group
44
Bessemer Group
New Jersey
$4K +$4.39K +386 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
Stifel Financial
46
Stifel Financial
Missouri
– -$820K -64,721 Closed
CCP
47
Clough Capital Partners
Massachusetts
– -$471K -37,200 Closed
PFS
48
Prospera Financial Services
Texas
– -$322K -25,390 Closed
Ameriprise
49
Ameriprise
Minnesota
– -$129K -10,168 Closed
MCC
50
Money Concepts Capital
Florida
– -$13K -1,000 Closed
1
2
3

IVH Hedge Fund Activity: Q2 2022 in Review

46 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q2 2022, worth a combined $72.8M — down 12% from $82.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IVH positions and 6 closed out — a net gain of 10 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $11.9M. The largest seller was Sit Investment Associates, cutting an estimated $11.8M.

  • 46 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q2 2022, up from 37 in Q1 2022.
  • Funds reported $72.8M of Delaware Ivy High Income Opportunities Fund stock for Q2 2022, down 12% quarter-over-quarter.
  • 16 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q2 2022 and 6 closed out, a net change of +10 holders.
  • The largest Delaware Ivy High Income Opportunities Fund buyer in Q2 2022 was Karpus Investment Management, an estimated $11.9M added.
  • The largest Delaware Ivy High Income Opportunities Fund seller in Q2 2022 was Sit Investment Associates, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2022.