AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

41 hedge funds and large institutions have $126M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$14.3M
2
CA
2
Cornerstone Advisors
North Carolina
$2.07M
3
Wells Fargo
3
Wells Fargo
California
$6.01M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.73M
5
SC
5
Stolper & Co
Oklahoma
$529K

Top Sellers

1
MC
1
Matisse Capital
Oregon
$0
2
KIM
2
Karpus Investment Management
New York
$37.7M
3
RJA
3
Raymond James & Associates
Florida
$1.45M
4
COLIM
4
City of London Investment Management
United Kingdom
$1.2M
5
CA
5
Claro Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$402K +$103K +3,887 +35%
KAS
27
Kestra Advisory Services
Texas
$379K -$187K -7,057 -33%
SWM
28
Stockman Wealth Management
Montana
$351K +$83.4K +3,142 +31%
OC
29
Oppenheimer & Co
New York
$327K -$33.2K -1,250 -9%
EH
30
Equitable Holdings
New York
$308K +$308K +11,073 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$222K +$222K +8,346 New
SPIA
32
Steward Partners Investment Advisory
New York
$212K +$212K +8,000 New
FIA
33
FNY Investment Advisers
New York
$101K +$101K +3,811 New
NFG
34
Next Financial Group
Texas
$79K +$29.6K +1,117 +60%
PA
35
Parallel Advisors
California
$47K – – –
NFSG
36
Newbridge Financial Services Group
Florida
$40K – – –
SBL
37
Sargent Bickham Lagudis
Colorado
$30K +$30K +1,118 New
CFD
38
Creative Financial Designs
Indiana
$16K -$13.1K -495 -45%
SQA
39
Simon Quick Advisors
New Jersey
$10K +$10K +400 New
AIC
40
Archer Investment Corporation
Indiana
$6.11K – – –
SWM
41
Sugarloaf Wealth Management
Georgia
$6 – +10 +5%
MC
42
Matisse Capital
Oregon
– -$3.89M -147,446 Closed
CA
43
Claro Advisors
Massachusetts
– -$860K -32,595 Closed
GSEP
44
Golden State Equity Partners
California
– -$710K -26,933 Closed
Citigroup
45
Citigroup
New York
– -$66K -2,500 Closed
1
2