Delaware Ivy High Income Opportunities Fund
IVH
IVH was delisted on the 10th of March, 2023.
43 hedge funds and large institutions have $59.1M invested in Delaware Ivy High Income Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
14% more capital invested
Capital invested by funds: $51.8M → $59.1M (+$7.31M)
2.61% more ownership
Funds ownership: 23.55% → 26.16% (+2.6%)
2% more funds holding
Funds holding: 42 → 43 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.69M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.27M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$851K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$616K |
| 5 |
MC
Matisse Capital
Portland,
Oregon
|
+$550K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$663K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$257K |
| 3 |
Citigroup
New York
|
-$195K |
| 4 |
LPL Financial
San Diego,
California
|
-$190K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$178K |
IVH Hedge Fund Activity: Q1 2021 in Review
43 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q1 2021, worth a combined $59.1M — up 14% from $51.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IVH positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 13 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.69M. The largest seller was Sit Investment Associates, cutting an estimated $663K.
- 43 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q1 2021, up from 42 in Q4 2020.
- Funds reported $59.1M of Delaware Ivy High Income Opportunities Fund stock for Q1 2021, up 14% quarter-over-quarter.
- 8 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q1 2021 and 6 closed out, a net change of +2 holders.
- The largest Delaware Ivy High Income Opportunities Fund buyer in Q1 2021 was Wells Fargo, an estimated $1.69M added.
- The largest Delaware Ivy High Income Opportunities Fund seller in Q1 2021 was Sit Investment Associates, an estimated $663K sold.
Based on aggregated 13F filings for Q1 2021.