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Virtus ETF Advisers’s KKR Income Opportunities Fund KIO Stock Holding History

Virtus ETF Advisers’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-63,436
Closed -$849K – 618
2024
Q4 		$849K Buy
63,436
+15,380
+32% +$212K 0.35% 148
2024
Q3 		$709K Sell
48,056
-19,748
-29% -$282K 0.33% 155
2024
Q2 		$929K Buy
67,804
+14,730
+28% +$198K 0.46% 58
2024
Q1 		$719K Buy
53,074
+8,842
+20% +$115K 0.38% 126
2023
Q4 		$556K Sell
44,232
-17,102
-28% -$203K 0.35% 125
2023
Q3 		$734K Buy
+61,334
New +$733K 0.45% 62
2022
Q3 		– Sell
-54,405
Closed -$633K – 458
2022
Q2 		$633K Buy
54,405
+8,864
+19% +$116K 0.23% 173
2022
Q1 		$657K Buy
45,541
+11,180
+33% +$171K 0.29% 99
2021
Q4 		$581K Sell
34,361
-4,479
-12% -$73.5K 0.22% 104
2021
Q3 		$636K Sell
38,840
-133
-0.3% -$2.18K 0.28% 110
2021
Q2 		$650K Buy
38,973
+9,591
+33% +$155K 0.27% 109
2021
Q1 		$465K Buy
29,382
+911
+3% +$13.8K 0.2% 155
2020
Q4 		$411K Sell
28,471
-3,308
-10% -$46.1K 0.17% 151
2020
Q3 		$430K Sell
31,779
-21,338
-40% -$283K 0.23% 155
2020
Q2 		$654K Sell
53,117
-149,737
-74% -$1.71M 0.31% 98
2020
Q1 		$2.16M Sell
202,854
-90,755
-31% -$1.32M 0.89% 6
2019
Q4 		$4.63M Buy
293,609
+28,069
+11% +$433K 0.76% 8
2019
Q3 		$4.13M Buy
265,540
+38,537
+17% +$600K 0.83% 13
2019
Q2 		$3.57M Buy
+227,003
New +$3.58M 0.75% 11

Other funds holding KIO

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Landscape Capital Management
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Polar Asset Management Partners
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Virtus ETF Advisers's KIO Position: Q1 2025 in Review

Virtus ETF Advisers sold out of KKR Income Opportunities Fund (KIO) in Q1 2025, closing a stake of 63,436 shares — an estimated $849K sold.

Virtus ETF Advisers first reported a position in KIO in Q2 2019 and held it in 19 quarters. The position peaked at $4.63M in Q4 2019. 83 funds tracked by Wall St. Rank hold KIO as of Q1 2025.

  • Virtus ETF Advisers reported no remaining KKR Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Virtus ETF Advisers sold 63,436 KKR Income Opportunities Fund shares in Q1 2025, an estimated $849K.
  • Virtus ETF Advisers first reported a position in KKR Income Opportunities Fund in Q2 2019 and held it in 19 quarters.
  • Virtus ETF Advisers's KKR Income Opportunities Fund position peaked at $4.63M in Q4 2019.
  • 83 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2025.

Based on Virtus ETF Advisers's 13F filing for Q1 2025, filed 14 May 2025.