IGA
Voya Global Advantage and Premium Opportunity Fund
1W: -1.9%
1M: -4.8%
3M: +1.7%
YTD: +4.6%
1Y: +3.2%
3Y: +54.6%
5Y: +52.0%
$10.01
+0.04 (+0.40%)
Weekly Expected Move ±2.1%
$10
$10
$10
$10
$10
Institutional Ownership — IGA
40
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
37M
Total Invested
2
New Positions
13
Increased
14
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (47 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | 772,141 | $8M | +244 | +0.0% | 49Q | SEC ↗ |
| 2 | Advisors Asset Management, Inc. | 622,257 | $6M | -154,675 | -19.9% | 45Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 351,609 | $4M | -3,378 | -1.0% | 7Q | SEC ↗ |
| 4 | Invesco Ltd. | 302,791 | $3M | +2,014 | +0.7% | 49Q | SEC ↗ |
| 5 | Shaker Financial Services, LLC | 208,936 | $2M | +28,348 | +15.7% | 4Q | SEC ↗ |
| 6 | Marks Group Wealth Management, Inc | 195,408 | $2M | — | +0.0% | 5Q | SEC ↗ |
| 7 | LPL Financial LLC | 155,566 | $2M | +6,046 | +4.0% | 18Q | SEC ↗ |
| 8 | MORGAN STANLEY | 148,185 | $1M | -1,228 | -0.8% | 49Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 109,692 | $1M | -2,927 | -2.6% | 26Q | SEC ↗ |
| 10 | Integrated Wealth Concepts LLC | 105,198 | $1M | -3,075 | -2.8% | 17Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 93,766 | $939K | -3,397 | -3.5% | 49Q | SEC ↗ |
| 12 | UBS Group AG | 93,322 | $934K | -1,914 | -2.0% | 47Q | SEC ↗ |
| 13 | Kovack Advisors, Inc. | 86,692 | $868K | +6,481 | +8.1% | 9Q | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 79,454 | $795K | +1,853 | +2.4% | 6Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 57,930 | $580K | +10,251 | +21.5% | 6Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 49,132 | $492K | -415 | -0.8% | 49Q | SEC ↗ |
| 17 | UHLMANN PRICE SECURITIES, LLC | 40,057 | $401K | +1,031 | +2.6% | 8Q | SEC ↗ |
| 18 | Round Rock Advisors LLC | 39,211 | $393K | -7,957 | -16.9% | 19Q | SEC ↗ |
| 19 | Closed-End Fund Advisors, Inc. | 36,103 | $361K | +871 | +2.5% | 3Q | SEC ↗ |
| 20 | WOLVERINE ASSET MANAGEMENT LLC | 34,066 | $341K | -85,755 | -71.6% | 4Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 32,935 | $330K | +16,303 | +98.0% | 3Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 32,517 | $325K | +12,946 | +66.1% | 38Q | SEC ↗ |
| 23 | EVOLVE PRIVATE WEALTH, LLC | 19,830 | $198K | -705 | -3.4% | 3Q | SEC ↗ |
| 24 | NWF Advisory Services Inc. | 18,950 | $190K | — | +0.0% | 6Q | SEC ↗ |
| 25 | XTX Topco Ltd NEW | 14,234 | $142K | — | +0.0% | 1Q | SEC ↗ |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC | 11,755 | $118K | -5,716 | -32.7% | 22Q | SEC ↗ |
| 27 | DECISION INVESTMENTS, INC | 11,600 | $116K | — | +0.0% | 3Q | SEC ↗ |
| 28 | Kapstone Financial Advisors LLC | 10,290 | $103K | — | +0.0% | 2Q | SEC ↗ |
| 29 | CITIGROUP INC | 6,973 | $70K | +1,564 | +28.9% | 9Q | SEC ↗ |
| 30 | Steward Partners Investment Advisory, | 6,726 | $67K | +161 | +2.5% | 29Q | SEC ↗ |
| 31 | Axiom Investment Management LLC | 1,740 | $17K | — | +0.0% | 2Q | SEC ↗ |
| 32 | Geneos Wealth Management Inc. | 1,500 | $15K | — | +0.0% | 8Q | SEC ↗ |
| 33 | THURSTON, SPRINGER, MILLER, HERD & TIT NEW | 1,338 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 1,130 | $11K | — | +0.0% | 4Q | SEC ↗ |
| 35 | HAZLETT, BURT & WATSON, INC. | 1,000 | $10K | — | +0.0% | 18Q | SEC ↗ |
| 36 | US BANCORP \DE | 455 | $5K | — | +0.0% | 8Q | SEC ↗ |
| 37 | CWM, LLC | 346 | $3K | — | +0.0% | 2Q | SEC ↗ |
| 38 | ASSETMARK, INC | 310 | $3K | — | +0.0% | 2Q | SEC ↗ |
| 39 | HIGHLINE WEALTH PARTNERS LLC | 200 | $2K | — | +0.0% | 4Q | SEC ↗ |
| 40 | BANK OF AMERICA CORP /DE | 0 | $0K | -3,846 | -100.0% | 13Q | SEC ↗ |
| 41 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -18,348 | -100.0% | 4Q | SEC ↗ |
| 42 | DecisionPoint Financial, LLC | 0 | $0K | -207 | -100.0% | 1Q | SEC ↗ |
| 43 | Global Assets Advisory, LLC | 0 | $0K | -21,627 | -100.0% | 4Q | SEC ↗ |
| 44 | Dunhill Financial, LLC | 0 | $0K | -500 | -100.0% | 1Q | SEC ↗ |
| 45 | Advisory Services Network, LLC | 0 | $0K | -400 | -100.0% | 1Q | SEC ↗ |
| 46 | Camelot Portfolios, LLC | 0 | $0K | -4,803 | -100.0% | 1Q | SEC ↗ |
| 47 | ENVESTNET ASSET MANAGEMENT INC | 0 | $0K | -41,932 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| XTX Topco Ltd | 14,234 | $142K |
| THURSTON, SPRINGER, MILLER, HERD & | 1,338 | $13K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 41,932 | $420K |
| Global Assets Advisory, LLC | 21,627 | $216K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 18,348 | $184K |
| Camelot Portfolios, LLC | 4,803 | $48K |
| BANK OF AMERICA CORP /DE | 3,846 | $38K |
| Dunhill Financial, LLC | 500 | $5K |
| Advisory Services Network, LLC | 400 | $4K |
| DecisionPoint Financial, LLC | 207 | $2K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Shaker Financial Services, LLC | +28,348 | +15.7% | 208,936 |
| AMERIPRISE FINANCIAL INC | +16,303 | +98.0% | 32,935 |
| Cambridge Investment Research Advis | +12,946 | +66.1% | 32,517 |
| Cetera Investment Advisers | +10,251 | +21.5% | 57,930 |
| Kovack Advisors, Inc. | +6,481 | +8.1% | 86,692 |
| LPL Financial LLC | +6,046 | +4.0% | 155,566 |
| Invesco Ltd. | +2,014 | +0.7% | 302,791 |
| Baird Financial Group, Inc. | +1,853 | +2.4% | 79,454 |
| CITIGROUP INC | +1,564 | +28.9% | 6,973 |
| UHLMANN PRICE SECURITIES, LLC | +1,031 | +2.6% | 40,057 |
| Closed-End Fund Advisors, Inc. | +871 | +2.5% | 36,103 |
| GUGGENHEIM CAPITAL LLC | +244 | +0.0% | 772,141 |
| Steward Partners Investment Advisor | +161 | +2.5% | 6,726 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Advisors Asset Management, Inc. | -154,675 | -19.9% | 622,257 |
| WOLVERINE ASSET MANAGEMENT LLC | -85,755 | -71.6% | 34,066 |
| Round Rock Advisors LLC | -7,957 | -16.9% | 39,211 |
| COMMONWEALTH EQUITY SERVICES, LLC | -5,716 | -32.7% | 11,755 |
| ROYAL BANK OF CANADA | -3,397 | -3.5% | 93,766 |
| RAYMOND JAMES FINANCIAL INC | -3,378 | -1.0% | 351,609 |
| Integrated Wealth Concepts LLC | -3,075 | -2.8% | 105,198 |
| OSAIC HOLDINGS, INC. | -2,927 | -2.6% | 109,692 |
| UBS Group AG | -1,914 | -2.0% | 93,322 |
| MORGAN STANLEY | -1,228 | -0.8% | 148,185 |
| EVOLVE PRIVATE WEALTH, LLC | -705 | -3.4% | 19,830 |
| WELLS FARGO & COMPANY/MN | -415 | -0.8% | 49,132 |