AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

48 hedge funds and large institutions have $140M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$4.03M
2
Wells Fargo
2
Wells Fargo
California
$8.91M
3
LPL Financial
3
LPL Financial
California
$3.92M
4
AAM
4
Advisors Asset Management
Colorado
$1.29M
5
WAM
5
Wolverine Asset Management
Illinois
$1.13M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$37.2M
2
CA
2
Cornerstone Advisors
North Carolina
$0
3
Bank of America
3
Bank of America
North Carolina
$14.3M
4
UBS Group
4
UBS Group
Switzerland
$13.9M
5
SPIA
5
Steward Partners Investment Advisory
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Stolper & Co
Oklahoma
$554K +$2.41K +87 +0.4%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$543K +$123K +4,446 +29%
Osaic Holdings
28
Osaic Holdings
Arizona
$516K -$24.2K -871 -4%
KAS
29
Kestra Advisory Services
Texas
$505K +$109K +3,946 +28%
BRWM
30
B. Riley Wealth Management
Tennessee
$471K -$8.31K -300 -2%
CA
31
Claro Advisors
Massachusetts
$437K +$437K +15,772 New
MC
32
Moors & Cabot
Massachusetts
$431K +$5.82K +210 +1%
LJAC
33
L.J. Altfest & Co
New York
$386K +$386K +13,926 New
OC
34
Oppenheimer & Co
New York
$355K +$13.9K +500 +4%
EH
35
Equitable Holdings
New York
$354K +$47.2K +1,705 +15%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$305K +$73.3K +2,640 +32%
DADC
37
D.A. Davidson & Co
Montana
$222K +$222K +8,000 New
NFG
38
Next Financial Group
Texas
$183K +$100K +3,600 +121%
PA
39
Parallel Advisors
California
$136K +$86.6K +3,120 +175%
FIA
40
FNY Investment Advisers
New York
$83K -$22.4K -811 -21%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$55K +$55K +2,000 New
NFSG
42
Newbridge Financial Services Group
Florida
$42K – – –
SBL
43
Sargent Bickham Lagudis
Colorado
$31K – – –
CFD
44
Creative Financial Designs
Indiana
$22K +$5.51K +202 +33%
SIS
45
Sound Income Strategies
Florida
$9K +$9K +342 New
EIP
46
Ellis Investment Partners
Pennsylvania
$8K +$8K +301 New
SWM
47
Sugarloaf Wealth Management
Georgia
$6K +$110 +4 +2%
CA
48
Cornerstone Advisors
North Carolina
– -$2.07M -77,889 Closed
SPIA
49
Steward Partners Investment Advisory
New York
– -$212K -8,000 Closed
SQA
50
Simon Quick Advisors
New Jersey
– -$10K -400 Closed
1
2
3