Delaware Ivy High Income Opportunities Fund
IVH
IVH was delisted on the 10th of March, 2023.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$11.9M |
| 2 |
Morgan Stanley
New York
|
+$5.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.04M |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$660K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$647K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$11.8M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$820K |
| 3 |
SCM
Saba Capital Management
New York
|
-$542K |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$471K |
| 5 |
OPWM
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
-$367K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
51
American Portfolios Advisors
Holbrook,
New York
| – | -$418 | -33 | Closed |
|
52
Rockefeller Capital Management
New York
| – | +$637 | +56 | New |
|
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.