VOYA GLBL EQTY DIV & PREM OP XIGDX
COM · Closed-End Fund · CUSIP 92912T100
90
institutional holders
-7 vs Q1 2023
19.3m
shares reported held*
$99.3mreported value*
7 new
31 added
22 reduced
14 sold out
net sold ≈ $12.3m (-2.4m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($181.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $5.14.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 89 |
| Q4 2022 | 97 |
| Q1 2023 | 97 |
| Q2 2023 | 90 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 48 | 28 |
| Q1 2023 | 46 | 36 |
| Q2 2023 | 38 | 36 |
Biggest buyers
| Advisors Asset Management, Inc. | Added | +268.8k |
| BANK OF AMERICA CORP /DE/ | Added | +192.0k |
| COHEN & STEERS, INC. | Added | +157.7k |
| AQR Arbitrage LLC | Added | +118.8k |
| Karpus Management, Inc. | Added | +92.6k |
| STIFEL FINANCIAL CORP | Added | +76.6k |
| LPL Financial LLC | Added | +46.9k |
| Cornerstone Advisors, LLC | New | +24.0k |
| UBS Group AG | Added | +20.6k |
| CLOUGH CAPITAL PARTNERS L P | New | +19.5k |
Biggest sellers
| Capital Investment Advisors, LLC | Sold out | -2.3m |
| WOLVERINE ASSET MANAGEMENT LLC | Sold out | -358.5k |
| Wela Strategies, Inc. | Sold out | -177.2k |
| MORGAN STANLEY | Reduced | -111.9k |
| Relative Value Partners Group, LLC | Reduced | -85.9k |
| Invesco Ltd. | Reduced | -79.4k |
| Walleye Capital LLC | Reduced | -59.9k |
| Shaker Financial Services, LLC | Reduced | -43.1k |
| AXXCESS WEALTH MANAGEMENT, LLC | Sold out | -35.8k |
| 1607 Capital Partners, LLC | Reduced | -32.4k |
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 3.5m $18.1m | Reduced -111.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.3m $16.8m | Added +192.0k |
| GUGGENHEIM CAPITAL LLC 0.10% of their portfolio | 2.4m $12.3m | Added +1.9k |
| Karpus Management, Inc. 0.27% of their portfolio | 1.7m $8.6m | Added +92.6k |
| Invesco Ltd. 0.00% of their portfolio | 1.5m $7.6m | Reduced -79.4k |
| Advisors Asset Management, Inc. 0.11% of their portfolio | 1.1m $5.5m | Added +268.8k |
| COHEN & STEERS, INC. 0.00% of their portfolio | 435.9k $2.2m | Added +157.7k |
| LPL Financial LLC 0.00% of their portfolio | 400.9k $2.1m | Added +46.9k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 347.2k $1.8m | Reduced -12.0k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 324.5k $1.7m | Reduced -13.1k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 312.7k $1.6m | Unchanged |
| Private Advisor Group, LLC 0.01% of their portfolio | 293.4k $1.5m | Added +17.4k |
| UBS Group AG 0.00% of their portfolio | 290.4k $1.5m | Added +20.6k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 279.9k $1.4m | Reduced -19.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 277.2k $1.4m | Reduced -11.0k |
| PARK AVENUE SECURITIES LLC 0.02% of their portfolio | 206.0k $1.1m | Reduced -10.5k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 202.2k $1.0m | Added +966 |
| AQR Arbitrage LLC 0.04% of their portfolio | 187.0k $961.1k | Added +118.8k |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.04% of their portfolio | 183.5k $943.0k | Added +10.1k |
| 1607 Capital Partners, LLC 0.07% of their portfolio | 182.3k $937.1k | Reduced -32.4k |
| Atria Wealth Solutions, Inc. 0.01% of their portfolio | 151.1k $776.8k | Added +5.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 146.0k $750.2k | Reduced -2.9k |
| B. Riley Wealth Advisors, Inc. 0.02% of their portfolio | 134.8k $692.9k | Added +8.1k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 119.5k $614.4k | Unchanged |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 104.7k $538.3k | Added +76.6k |
| NWF Advisory Services Inc. 0.12% of their portfolio | 100.5k $516.6k | Unchanged |
| Claybrook Capital, LLC 0.28% of their portfolio | 100.4k $516.1k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 96.5k $496.0k | Added +12.3k |
| Round Rock Advisors LLC 0.13% of their portfolio | 70.6k $363.1k | Unchanged |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.18% of their portfolio | 62.9k $323.5k | First filing |
| Cetera Investment Advisers 0.00% of their portfolio | 49.4k $254.2k | Added +5.0k |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio | 45.8k $235.3k | Added +90 |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 44.5k $228.7k | Reduced -21.3k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 40.4k $208.0k | Reduced -214 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 36.8k $189.0k | Reduced -367 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 36.7k $188.8k | Unchanged |
| Dakota Wealth Management 0.01% of their portfolio | 35.3k $181.3k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 34.7k $178.5k | Added +453 |
| INTEGRATED CAPITAL MANAGEMENT, INC. 0.16% of their portfolio | 33.9k $174.2k | Added +9.9k |
| Moors & Cabot, Inc. 0.01% of their portfolio | 33.8k $173.9k | Added +600 |
| Quantedge Capital Pte Ltd 0.08% of their portfolio | 33.7k $173.1k | Added +8.5k |
| Shaker Financial Services, LLC 0.06% of their portfolio | 27.2k $139.6k | Reduced -43.1k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.02% of their portfolio | 26.1k $134.0k | Reduced -28.1k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 25.3k $129.9k | Added +1.0k |
| Relative Value Partners Group, LLC 0.01% of their portfolio | 24.4k $125.4k | Reduced -85.9k |
| Cornerstone Advisors, LLC 0.01% of their portfolio | 24.0k $123.4k | New |
| Kovack Advisors, Inc. 0.01% of their portfolio | 21.8k $112.3k | Added +4.0k |
| WealthShield Partners, LLC 0.02% of their portfolio | 21.8k $112.1k | Added +433 |
| CLOUGH CAPITAL PARTNERS L P 0.01% of their portfolio | 19.5k $100.2k | New |
| Quarry LP 0.06% of their portfolio | 19.5k $100.2k | New |
| COMMERCE BANK 0.00% of their portfolio | 19.4k $99.5k | Unchanged |
| WEDBUSH SECURITIES INC 0.00% of their portfolio | 17.3k $89.0k | Reduced -5.8k |
| RAYMOND JAMES TRUST N.A. 0.00% of their portfolio | 17.0k $87.0k | Unchanged |
| CLIENT 1ST ADVISORY GROUP, LLC 0.04% of their portfolio | 16.5k $84.8k | Unchanged |
| LVZ, Inc. 0.01% of their portfolio | 15.7k $80.8k | Unchanged |
| Walleye Capital LLC 0.00% of their portfolio | 15.4k $79.0k | Reduced -59.9k |
| IHT Wealth Management, LLC 0.00% of their portfolio | 15.0k $77.1k | Unchanged |
| Center for Financial Planning, Inc. 0.02% of their portfolio | 14.0k $72.1k | New |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 14.0k $72.2k | Unchanged |
| MRA Advisory Group 0.05% of their portfolio | 14.0k $72.0k | Unchanged |
| Laird Norton Wetherby Wealth Management, LLC 0.00% of their portfolio | 14.0k $71.9k | Unchanged |
| Perennial Investment Advisors, LLC 0.01% of their portfolio | 13.5k $69.2k | Added +38 |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 13.3k $69.0k | Added +160 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.00% of their portfolio | 11.2k $57.6k | Unchanged |
| Onyx Bridge Wealth Group LLC 0.01% of their portfolio | 10.3k $52.9k | Unchanged |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 10.3k $52.8k | Reduced -2.7k |
| Stonegate Investment Group, LLC 0.00% of their portfolio | 10.0k $51.4k | Unchanged |
| HAZLETT, BURT & WATSON, INC. 0.02% of their portfolio | 4.0k $21.0k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 4.0k $20.6k | Unchanged |
| Clearview Wealth Advisors LLC 0.02% of their portfolio | 3.6k $18.3k | Added +63 |
| PIERSHALE FINANCIAL GROUP, INC. 0.01% of their portfolio | 3.4k $17.2k | Added +77 |
| IFP Advisors, Inc 0.00% of their portfolio | 3.4k $20.7k | Added +1.7k |
| Spire Wealth Management 0.00% of their portfolio | 3.1k $15.9k | Added +72 |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 2.9k $14.7k | Reduced -27 |
| Cedar Mountain Advisors, LLC 0.00% of their portfolio | 2.7k $14.1k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 2.3k $11.7k | Unchanged |
| Pinnacle Bancorp, Inc. 0.00% of their portfolio | 2.2k $11.3k | Unchanged |
| TSFG, LLC 0.00% of their portfolio | 2.0k $10.0k | Unchanged |
| Capital Analysts, LLC 0.00% of their portfolio | 2.0k $10.0k | New |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio | 1.8k $9.0k | Added +290 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.7k $8.7k | Reduced -28.7k |
| Larson Financial Group LLC 0.00% of their portfolio | 1.5k $7.7k | New |
| ARMSTRONG ADVISORY GROUP, INC 0.00% of their portfolio | 1.0k $5.4k | New |
| TCTC Holdings, LLC 0.00% of their portfolio | 454 $2.3k | Unchanged |
| WR Wealth Planners, LLC 0.00% of their portfolio | 270 $1.4k | Reduced -30 |
| Key Financial Inc 0.00% of their portfolio | 160 $822 | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 152 $781 | Unchanged |
| CWM, LLC 0.00% of their portfolio | 93 $0 | Reduced -4.9k |
| SIGNATUREFD, LLC 0.00% of their portfolio | 11 $57 | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 1 $5 | Unchanged |