AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

53 hedge funds and large institutions have $90.3M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10M
2
AAM
2
Advisors Asset Management
Colorado
$5.85M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.73M
4
UBS Group
4
UBS Group
Switzerland
$11.7M
5
PPA
5
Parametric Portfolio Associates
Washington
$5.4M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$354K
2
Bank of America
2
Bank of America
North Carolina
$10.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.5M
4
RJA
4
Raymond James & Associates
Florida
$1.68M
5
RCM
5
Robinson Capital Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$470K -$541K -24,784 -54%
SWM
27
Stockman Wealth Management
Montana
$460K -$5.69K -260 -1%
LWM
28
Laidlaw Wealth Management
New York
$453K +$61.2K +2,799 +16%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$423K +$196K +8,992 +87%
MC
30
Moors & Cabot
Massachusetts
$422K +$40.5K +1,855 +11%
Osaic Holdings
31
Osaic Holdings
Arizona
$414K -$3.61K -166 -0.9%
LJAC
32
L.J. Altfest & Co
New York
$409K +$409K +18,732 New
KIM
33
Karpus Investment Management
New York
$354K -$24.9M -1,136,452 -99%
SPIA
34
Steward Partners Investment Advisory
New York
$350K +$256K +11,700 +272%
OC
35
Oppenheimer & Co
New York
$347K +$48.4K +2,217 +16%
Truist Financial
36
Truist Financial
North Carolina
$264K -$607K -27,800 -70%
EH
37
Equitable Holdings
New York
$263K +$2.1K +96 +0.8%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$148K +$5.45K +250 +4%
FIA
39
FNY Investment Advisers
New York
$109K +$109K +5,000 New
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$54K -$28.6K -1,298 -35%
SWM
41
Spire Wealth Management
Virginia
$29K +$29K +1,329 New
MCC
42
Money Concepts Capital
Florida
$28K +$28K +1,300 New
PA
43
Parallel Advisors
California
$24K -$74.1K -3,421 -76%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$22K -$556K -25,290 -96%
CFD
45
Creative Financial Designs
Indiana
$9K +$2.48K +118 +38%
RCM
46
Raleigh Capital Management
North Carolina
$9K +$9K +400 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +384 New
SIS
48
Sound Income Strategies
Florida
$7K – – –
LFG
49
Larson Financial Group
Missouri
$6K – – –
SWM
50
Sugarloaf Wealth Management
Georgia
$6K +$811 +35 +16%
1
2
3