Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Voya Glbl Adv & Prem Opp Fd (IGA)

38 + Investors. Track Smart Money conviction in IGA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
50%

Smart Money Signals — IGA

Based on 38 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their IGA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
38 funds currently hold this stock — 86% of the 3.0-year high of 44 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

15 buying15 selling
Last quarter: 15 funds bought or added vs 15 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 8 → 4 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 18% new
24 out of 38 hedge funds have held IGA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
⚠️

Saturation — most institutions already know this story

7 → 10 → 8 → 4 → 2 new funds/Q
New funds entering each quarter: 10 → 8 → 4 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 63% veterans vs 29% newcomers

■ 63% veterans ■ 8% 1-2yr ■ 29% new
Entry-cohort mix of 38 holders: 24 (63%) are 2+ year veterans, 3 entered 1–2 years ago, and 11 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
8 of 38 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IGA

In 2026 Q2, 15 hedge funds were net buyers of IGA (2 opened a new position, 13 added to an existing one), while 15 reduced or exited (12 trimmed, 3 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 24% of total institutional value in IGA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 38.

Hedge Fund Ownership: IGA

How many hedge funds hold IGA — quarterly history vs. share price
Quarterly hedge fund ownership of IGA vs. share price

Market Analysis: IGA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGA

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: IGA
38 + Investors

Track Smart Money conviction in IGA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 38 39 -2.56%
13F Shares 4M 4M -4.73%
Total Value $37M $37M -1.72%
New Positions 2 4 -2
Increased Positions 13 12 +1
Closed Positions 3 7 -4
Reduced Positions 12 12 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGA

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

38 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IGA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IGA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 0.65% 208,936 $2.1M
2 Closed-End Fund Advisors, Inc. 0.35% 36,103 $357K
3 Marks Group Wealth Management, Inc 0.17% 195,408 $1.9M
4 Decision Investments, Inc 0.10% 11,600 $115K
5 Advisors Asset Management, Inc. 0.09% 622,257 $6.2M
6 Round Rock Advisors LLC 0.05% 39,211 $388K
7 Guggenheim Capital LLC 0.05% 772,141 $7.6M
8 Kapstone Financial Advisors LLC 0.04% 10,290 $102K
9 Kovack Advisors, Inc. 0.04% 86,692 $854K
10 NWF Advisory Services Inc. 0.02% 18,950 $188K
11 Uhlmann Price Securities, LLC 0.01% 40,057 $397K
12 Evolve Private Wealth, LLC 0.01% 19,830 $196K
13 Axiom Investment Management LLC 0.01% 1,740 $17K
14 Integrated Wealth Concepts LLC 0.01% 105,198 $1.0M
15 Thurston, Springer, Miller, Herd & Titak, INC. 0.00% 1,338 $13K
16 Wolverine Asset Management LLC 0.00% 34,066 $337K
17 XTX Topco Ltd 0.00% 14,234 $141K
18 Osaic Holdings, INC. 0.00% 109,692 $1.1M
19 Baird Financial Group, Inc. 0.00% 79,454 $787K
20 Raymond James Financial Inc 0.00% 351,609 $3.5M
21 Cetera Investment Advisers 0.00% 57,930 $574K
22 Highline Wealth Partners LLC 0.00% 200 $2K
23 LPL Financial LLC 0.00% 155,566 $1.5M
24 Steward Partners Investment Advisory, LLC 0.00% 6,726 $67K
25 Geneos Wealth Management Inc. 0.00% 1,500 $15K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Voya Glbl Adv & Prem Opp Fd (IGA)

What does the Smart Money Trend signal show for IGA?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their IGA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IGA?

Slight buying edge — 50% buying: Last quarter: 15 funds bought or added vs 15 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IGA holders?

Strong quality — 24% AUM from major funds: 8 of 38 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IGA?

63% of holders stayed for 2+ years: 24 out of 38 hedge funds have held IGA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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