AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
AIO
30 hedge funds and large institutions have $84.8M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 5 closing their positions.
Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
KIM
1
Karpus Investment Management
Pittsford,
New York
|
$28.9M |
| 2 |
2
Morgan Stanley
New York
|
$15.9M |
| 3 |
3
Bank of America
Charlotte,
North Carolina
|
$5.45M |
| 4 |
4
UBS Group
Zurich,
Switzerland
|
$6.13M |
| 5 |
5
LPL Financial
San Diego,
California
|
$1.58M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
NFSG
26
Newbridge Financial Services Group
Boca Raton,
Florida
| $37K | 1,735 | +1,735 | New |
|
|
PA
27
Parallel Advisors
San Francisco,
California
| $29K | 1,365 | +1,365 | New |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $27K | 1,250 | +1,250 | New |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $26K | 1,200 | +1,200 | New |
|
|
SWM
30
Sugarloaf Wealth Management
Duluth,
Georgia
| $4K | 200 | +200 | New |
|
|
MC
31
Moors & Cabot
Boston,
Massachusetts
| – | – | -29,500 | Closed |
|
|
LJAC
32
L.J. Altfest & Co
New York
| – | – | -27,713 | Closed |
|
|
PAG
33
Private Advisor Group
Morristown,
New Jersey
| – | – | -2,500 | Closed |
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | – | -1,000 | Closed |
|
|
BBPWM
35
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | – | -925 | Closed |
|
|
CFGS
36
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|