Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Voya Glbl Eqty Div & Prem Op (IGD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — IGD

Based on 98 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IGD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
98 hedge funds hold IGD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

47 buying33 selling
Last quarter: 47 funds bought or added vs 33 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 — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 17 → 14 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 16% medium ■ 22% new
60 out of 98 hedge funds have held IGD 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.
📈

Growing discovery — still being found

17 → 8 → 17 → 14 → 16 new funds/Q
New funds entering each quarter: 8 → 17 → 14 → 16. A growing number of institutions are discovering IGD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 27% newcomers

■ 62% veterans ■ 11% 1-2yr ■ 27% new
Entry-cohort mix of 98 holders: 61 (62%) are 2+ year veterans, 11 entered 1–2 years ago, and 26 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
15 of 98 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IGD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — IGD

In 2026 Q2, 47 hedge funds were net buyers of IGD (16 opened a new position, 31 added to an existing one), while 33 reduced or exited (22 trimmed, 11 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in IGD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 98.

Hedge Fund Ownership: IGD

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

Market Analysis: IGD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGD

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

Loading signal freshness…
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: IGD
98 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 98 93 5.38%
13F Shares 18M 18M 0.73%
Total Value $106M $98M 7.91%
New Positions 16 14 +2
Increased Positions 31 29 +2
Closed Positions 11 9 +2
Reduced Positions 22 20 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGD

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Institutional Holders (2026 Q2)

98 + investors

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

QUARTER:
Top 25 IGD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Turner Financial Group, Inc. 0.30% 49,374 $303K
2 Decision Investments, Inc 0.25% 44,530 $273K
3 Closed-End Fund Advisors, Inc. 0.13% 22,263 $137K
4 Capital Investment Advisors, LLC 0.12% 1,481,041 $9.1M
5 Tortuga Wealth Management, Inc 0.10% 18,636 $106K
6 Everstar Asset Management, LLC 0.10% 33,115 $203K
7 Guggenheim Capital LLC 0.09% 2,333,862 $14.3M
8 Core Wealth Advisors, Inc. 0.07% 59,198 $363K
9 Advisors Asset Management, Inc. 0.06% 621,680 $3.8M
10 NWF Advisory Services Inc. 0.05% 88,000 $540K
11 BOS Asset Management, LLC 0.04% 30,960 $190K
12 Flynn Zito Capital Management, LLC 0.04% 23,550 $145K
13 Shaker Financial Services, LLC 0.04% 20,355 $125K
14 MRA Advisory Group 0.04% 16,892 $104K
15 Kovack Advisors, Inc. 0.03% 115,049 $705K
16 Sage Capital Management, LLC 0.03% 12,500 $77K
17 Empirical Asset Management, LLC 0.03% 20,811 $128K
18 Round Rock Advisors LLC 0.03% 36,252 $223K
19 Client 1st Advisory Group, LLC 0.03% 16,500 $101K
20 Founders Financial Alliance, LLC 0.02% 29,146 $179K
21 Alteri Wealth LLC 0.02% 12,790 $79K
22 Ashton Thomas Securities, LLC 0.02% 18,200 $112K
23 Lloyd Advisory Services, LLC. 0.01% 5,203 $32K
24 Moors & Cabot, Inc. 0.01% 43,600 $268K
25 Evolve Private Wealth, LLC 0.01% 27,006 $166K
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 Eqty Div & Prem Op (IGD)

What does the Smart Money Trend signal show for IGD?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IGD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IGD?

Slight buying edge — 59% buying: Last quarter: 47 funds bought or added vs 33 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 IGD holders?

Elite ownership — 56% AUM from top-100 funds: 15 of 98 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IGD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IGD?

61% of holders stayed for 2+ years: 60 out of 98 hedge funds have held IGD 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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