AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

26 hedge funds and large institutions have $66.3M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
18
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$17.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.2M
3
UBS Group
3
UBS Group
Switzerland
$4.75M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$2.34M
5
LPL Financial
5
LPL Financial
California
$922K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
WAM
2
Wolverine Asset Management
Illinois
$3.86M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$4.05M
5
TFCP
5
Twin Focus Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$20K 925 +625 +208%
RCM
27
Rivernorth Capital Management
Florida
– – -394,363 Closed
Goldman Sachs
28
Goldman Sachs
New York
– – -44,739 Closed
TFCP
29
Twin Focus Capital Partners
Massachusetts
– – -10,000 Closed
LFG
30
Larson Financial Group
Missouri
– – -4,500 Closed
LC
31
Lindbrook Capital
California
– – -500 Closed
Fidelity Investments
32
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
33
Concourse Financial Group Securities
Alabama
– – – –
1
2