AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

53 hedge funds and large institutions have $75.6M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MC
26
Moors & Cabot
Massachusetts
$320K +$6.71K +414 +2%
SWM
27
Stockman Wealth Management
Montana
$312K -$28.3K -1,750 -8%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$311K -$2.07K -128 -0.7%
Osaic Holdings
29
Osaic Holdings
Arizona
$308K +$1.16K +72 +0.4%
SPIA
30
Steward Partners Investment Advisory
New York
$246K -$12.9K -800 -5%
OC
31
Oppenheimer & Co
New York
$239K -$18.6K -1,149 -7%
LWM
32
Laidlaw Wealth Management
New York
$220K -$115K -7,133 -34%
BRWA
33
B. Riley Wealth Advisors
Florida
$197K -$156K -9,584 -44%
Lido Advisors
34
Lido Advisors
California
$184K -$187K -11,585 -50%
AWS
35
Atria Wealth Solutions
New York
$181K -$297K -18,322 -62%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$109K
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$94K +$54.3K +3,359 +137%
FIA
38
FNY Investment Advisers
New York
$80K
CCM
39
Covington Capital Management
California
$56K +$56K +3,437 New
SWM
40
Spire Wealth Management
Virginia
$26K +$4.42K +272 +20%
HI
41
Harbour Investments
Wisconsin
$19K +$19K +1,190 New
PA
42
Parallel Advisors
California
$18K
LFG
43
Larson Financial Group
Missouri
$12K +$7.08K +425 +144%
APA
44
American Portfolios Advisors
New York
$9.71K +$9.71K +600 New
HT
45
HighTower Trust
Texas
$9.18K +$9.18K +44,319 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$7K +$492 +29 +8%
SIS
47
Sound Income Strategies
Florida
$6K
RCM
48
Raleigh Capital Management
North Carolina
$6K
SWM
49
Sugarloaf Wealth Management
Georgia
$4K +$105 +7 +3%
UB
50
UMB Bank
Missouri
$3K