Voya GLBL Eqty DVD & PRM OppXIGDX
13F holders, Q3 2024 (September 30)90holders −6
10new positions
16sold out
$5.64avg. 13F price*
At the end of Q3 2024, 90 institutions reported holding Voya GLBL Eqty DVD & PRM Opp (XIGDX) in their 13F filings, down 6 from Q2 2024. 10 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($18.6M), Capital Investment Advisors, LLC ($15.3M) and Bank of America Corp. ($14.9M).
- Company
- Voya GLBL Eqty DVD & PRM Opp
- CUSIP
- 92912T100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $12.1M |
| Exits | 16 | $3.7M |
All 13F filers, Q2 2024 → Q3 2024: 2,388,316 shares bought and 2,628,747 shares sold, net −240,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Morgan Stanley | 0.00% | Reduce -10.5% | 3,306,167 | $18.6M |
| Capital Investment Advisors, LLC | 0.31% | Add +1.8% | 2,704,116 | $15.3M |
| Bank of America Corp. | 0.00% | Reduce -8.2% | 2,640,151 | $14.9M |
| Karpus Management, Inc. | 0.37% | Reduce -13.6% | 2,339,525 | $13.2M |
| Penserra Capital Management LLC | 0.25% | New | 2,010,283 | $11.3M |
| Guggenheim Capital LLC | 0.06% | Add +2.3% | 1,523,300 | $8.6M |
| Advisors Asset Management, Inc. | 0.15% | Reduce -7.8% | 1,422,780 | $8.0M |
| Invesco Ltd. | 0.00% | Add +1.0% | 1,178,169 | $6.6M |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 750,561 | $4.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -7.3% | 344,231 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.5% | 342,481 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.9% | 264,173 | $1.5M |
| Raymond James & Associates | 0.00% | Reduce -4.2% | 233,420 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +123.4% | 224,264 | $1.3M |
| UBS Group AG | 0.00% | Reduce -1.9% | 200,125 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -4.7% | 197,569 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -2.7% | 192,985 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.3% | 180,161 | $1.0M |
| Stifel Financial Corp. | 0.00% | Reduce -8.2% | 179,737 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.2% | 158,912 | $896K |
| Wells Fargo & Company | 0.00% | Reduce -4.7% | 136,319 | $769K |
| AQR Arbitrage LLC | 0.03% | Reduce -66.5% | 108,860 | $614K |
| World Investment Advisors | 0.02% | New | 106,547 | $601K |
| NWF Advisory Services Inc. | 0.08% | No change | 100,500 | $567K |
| Wela Strategies, Inc. | 0.20% | Reduce -39.3% | 81,952 | $462K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -24.0% | 77,844 | $439K |
| Cetera Investment Advisers | 0.00% | Reduce -2.8% | 70,628 | $398K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.4% | 61,615 | $348K |
| Dakota Wealth Management | 0.01% | Reduce -0.7% | 61,370 | $346K |
| Shaker Financial Services, LLC | 0.13% | Reduce -72.8% | 59,559 | $336K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.6% | 57,328 | $323K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -12.9% | 57,160 | $322K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.1% | 51,240 | $289K |
| Everstar Asset Management, LLC | 0.18% | — | 46,215 | $261K |
| Moors & Cabot, Inc. | 0.01% | Reduce -1.6% | 42,125 | $238K |
| Integrated Capital Management, Inc. | 0.16% | Add +2.9% | 36,863 | $208K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.1% | 35,477 | $200K |
| Mariner, LLC | 0.00% | Add +23.5% | 35,175 | $198K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.1% | 32,919 | $183K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 31,678 | $179K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.0% | 27,333 | $154K |
| Ashton Thomas Securities, LLC | 0.03% | No change | 25,200 | $142K |
| Comerica Bank | 0.00% | Reduce -0.6% | 24,916 | $141K |
| Round Rock Advisors LLC | 0.03% | Reduce -32.3% | 24,556 | $138K |
| Flynn Zito Capital Management, LLC | 0.06% | No change | 23,550 | $133K |
| Sax Wealth Advisors, LLC | 0.01% | New | 20,974 | $118K |
| NewEdge Advisors, LLC | 0.00% | Add +114.0% | 20,813 | $117K |
| Uhlmann Price Securities, LLC | 0.09% | — | 20,578 | $116K |
| Empirical Asset Management, LLC | 0.04% | No change | 20,382 | $115K |
| Commerce Bank | 0.00% | No change | 19,365 | $109K |
| Game Plan Financial Advisors, LLC | 0.06% | No change | 19,000 | $107K |
| Raymond James Trust N.A. | 0.00% | No change | 17,000 | $96K |
| Client 1ST Advisory Group, LLC | 0.04% | No change | 16,500 | $93K |
| Quantedge Capital Pte Ltd | 0.03% | Reduce -77.8% | 16,080 | $91K |
| Sage Capital Management, LLC | 0.04% | No change | 16,000 | $90K |
| 1607 Capital Partners, LLC | 0.01% | Reduce -87.4% | 15,753 | $89K |
| MRA Advisory Group | 0.04% | Add +0.9% | 14,587 | $82K |
| National Bank of Canada | 0.00% | No change | 14,000 | $79K |
| LVZ, Inc. | 0.01% | No change | 13,506 | $76K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -7.9% | 12,782 | $72K |
| SP Asset Management LLC | 0.01% | Add +2.8% | 11,559 | $65K |
| Silver Oak Securities, Incorporated | 0.01% | No change | 11,606 | $65K |
| Catalina Capital Group, LLC | 0.02% | No change | 10,766 | $61K |
| Live Oak Private Wealth LLC | 0.01% | No change | 10,000 | $56K |
| Stonegate Investment Group, LLC | 0.00% | No change | 10,000 | $56K |
| Lanark Financial, Inc. | 0.00% | Add +0.9% | 9,194 | $51K |
| Sound Income Strategies, LLC | 0.00% | No change | 4,300 | $24K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 4,000 | $23K |
| Global Retirement Partners, LLC | 0.00% | No change | 3,703 | $21K |
| Spire Wealth Management | 0.00% | Add +2.8% | 3,509 | $20K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 2,740 | $15K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,124 | $12K |
| Gen-Wealth Partners Inc | 0.01% | No change | 2,185 | $12K |
| IFP Advisors, Inc | 0.00% | No change | 1,675 | $9K |
| Larson Financial Group LLC | 0.00% | No change | 1,512 | $9K |
| US Bancorp \de | 0.00% | New | 1,462 | $8K |
| Montag A & Associates Inc. | 0.00% | New | 1,355 | $8K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 1,117 | $6K |
| Abound Wealth Management | 0.00% | New | 786 | $4K |
| International Assets Investment Management, LLC | 0.00% | No change | 716 | $4K |
| TCTC Holdings, LLC | 0.00% | No change | 454 | $3K |
| Cwm, LLC | 0.00% | New | 311 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 270 | $2K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -97.2% | 239 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 190 | $1K |
| Key Financial Inc | 0.00% | No change | 160 | $902 |
| Assetmark, Inc. | 0.00% | No change | 89 | $502 |
| JPMorgan Chase & Co. | 0.00% | New | 10 | $56 |
| Citigroup Inc. | 0.00% | Reduce -100.0% | 1 | $6 |
| Tsfg, LLC | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is XIGDX's weight in each manager's 13F, not the share of Voya GLBL Eqty DVD & PRM Opp the manager owns.