IVH

Delaware Ivy High Income Opportunities Fund

Delisted

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

36 hedge funds and large institutions have $68M invested in Delaware Ivy High Income Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-7
Holders Change %
-16.28%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
16
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$13.4M +$3.24M +230,528 +32%
SCM
2
Saba Capital Management
New York
$9.86M +$3.9M +277,562 +65%
SIA
3
Sit Investment Associates
Minnesota
$8.57M +$379K +26,976 +5%
GC
4
Guggenheim Capital
Illinois
$4.78M -$150K -10,651 -3%
Invesco
5
Invesco
Georgia
$4.08M +$758K +53,953 +23%
CIA
6
Capital Investment Advisors
Georgia
$3.91M -$75.3K -5,363 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.84M -$1.31M -93,316 -25%
Morgan Stanley
8
Morgan Stanley
New York
$3.79M +$125K +8,897 +3%
AAM
9
Advisors Asset Management
Colorado
$3.27M +$1.87M +133,395 +135%
SFS
10
Shaker Financial Services
Virginia
$2.92M +$777K +55,308 +36%
OPWM
11
Oxinas Partners Wealth Management
Indiana
$1.4M -$67.7K -4,821 -5%
Stifel Financial
12
Stifel Financial
Missouri
$790K +$408K +29,055 +107%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$738K -$241K -17,161 -25%
UBS Group
14
UBS Group
Switzerland
$716K +$36.7K +2,613 +5%
PPA
15
Parametric Portfolio Associates
Washington
$664K -$339K -24,146 -34%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$661K -$27.9K -1,989 -4%
MAFM
17
Mid Atlantic Financial Management
Pennsylvania
$607K -$207K -14,700 -25%
Bank of America
18
Bank of America
North Carolina
$582K +$58.3K +4,148 +11%
MC
19
Matisse Capital
Oregon
$579K
6M
20
6 Meridian
Kansas
$474K -$36.9K -2,626 -7%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$451K +$4.99K +355 +1%
FWM
22
Foresight Wealth Management
Utah
$251K +$251K +17,840 New
OC
23
Oppenheimer & Co
New York
$226K +$9.83K +700 +5%
Ameriprise
24
Ameriprise
Minnesota
$187K +$45.8K +3,260 +32%
LPL Financial
25
LPL Financial
California
$184K +$22.1K +1,578 +14%