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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
Wells Fargo
1
Wells Fargo
California
$12.9M +$585K +51,426 +4%
KIM
2
Karpus Investment Management
New York
$10.7M +$11.9M +1,046,314 New
SIA
3
Sit Investment Associates
Minnesota
$9.07M -$11.8M -1,039,030 -54%
Morgan Stanley
4
Morgan Stanley
New York
$8.58M +$5.6M +492,544 +143%
SCM
5
Saba Capital Management
New York
$7.45M -$542K -47,703 -6%
AAM
6
Advisors Asset Management
Colorado
$4.83M +$116K +10,206 +2%
CIA
7
Capital Investment Advisors
Georgia
$2.73M -$693 -61 -0%
Invesco
8
Invesco
Georgia
$2.65M -$63.4K -5,574 -2%
GC
9
Guggenheim Capital
Illinois
$2.21M +$135K +11,893 +6%
LPL Financial
10
LPL Financial
California
$1.84M +$2.04M +179,673 New
OPWM
11
Oxinas Partners Wealth Management
Indiana
$909K -$367K -32,302 -27%
LSC
12
Logan Stone Capital
Illinois
$760K +$660K +58,039 +359%
Osaic Holdings
13
Osaic Holdings
Arizona
$704K +$87.8K +7,725 +13%
WAM
14
Wolverine Asset Management
Illinois
$655K +$539K +47,405 +285%
UBS Group
15
UBS Group
Switzerland
$584K +$51.1K +4,499 +9%
IWC
16
Integrated Wealth Concepts
Massachusetts
$583K +$647K +56,943 New
RCM
17
Rivernorth Capital Management
Florida
$512K -$147K -12,960 -21%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$446K -$38K -3,345 -7%
MC
19
Matisse Capital
Oregon
$422K +$468K +41,193 New
BI
20
Bulldog Investors
New Jersey
$415K – – –
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$373K +$74K +6,512 +22%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$302K -$45.5K -4,000 -12%
BCM
23
Bluefin Capital Management
New York
$298K +$329K +28,972 New
QC
24
Quantedge Capital
Singapore
$290K +$322K +28,367 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$264K -$17.1K -1,503 -6%
1
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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.