Delaware Ivy High Income Opportunities Fund
IVH
IVH was delisted on the 10th of March, 2023.
41 hedge funds and large institutions have $91.7M invested in Delaware Ivy High Income Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 6 closing their positions.
22% more capital invested
Capital invested by funds: $75.3M → $91.7M (+$16.3M)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
5.43% more ownership
Funds ownership: 45.05% → 50.48% (+5.4%)
0% more funds holding
Funds holding: 41 → 41 (0)
56% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$5.66M |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$3.79M |
| 3 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$3.48M |
| 4 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$1.26M |
| 5 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.48M |
| 2 |
Morgan Stanley
New York
|
-$2.43M |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$313K |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$267K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$232K |
IVH Hedge Fund Activity: Q4 2022 in Review
41 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q4 2022, worth a combined $91.7M — up 22% from $75.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IVH positions and 6 closed out — a net gain of 1 holder — while 8 added to existing stakes and 18 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $5.66M. The largest seller was Wells Fargo, cutting an estimated $2.48M.
- 41 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $91.7M of Delaware Ivy High Income Opportunities Fund stock for Q4 2022, up 22% quarter-over-quarter.
- 7 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q4 2022 and 6 closed out, a net change of +1 holder.
- The largest Delaware Ivy High Income Opportunities Fund buyer in Q4 2022 was Rivernorth Capital Management, an estimated $5.66M added.
- The largest Delaware Ivy High Income Opportunities Fund seller in Q4 2022 was Wells Fargo, an estimated $2.48M sold.
Based on aggregated 13F filings for Q4 2022.