AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

52 hedge funds and large institutions have $79.3M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$10.4M
2
CA
2
Cornerstone Advisors
North Carolina
$6.12M
3
Wells Fargo
3
Wells Fargo
California
$8.46M
4
AAM
4
Advisors Asset Management
Colorado
$6.67M
5
AWS
5
Atria Wealth Solutions
New York
$507K

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$0
2
UBS Group
2
UBS Group
Switzerland
$5.41M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.15M
4
SC
4
Stolper & Co
Oklahoma
$0
5
LPL Financial
5
LPL Financial
California
$917K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
Stockman Wealth Management
Montana
$300K – – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$285K -$14.3K -918 -5%
Cohen & Steers
28
Cohen & Steers
New York
$279K +$279K +17,933 New
SPIA
29
Steward Partners Investment Advisory
New York
$277K +$39.8K +2,550 +17%
OC
30
Oppenheimer & Co
New York
$230K +$777 +50 +0.3%
SFS
31
Shaker Financial Services
Virginia
$227K -$276K -17,741 -55%
LWM
32
Laidlaw Wealth Management
New York
$217K +$5.57K +358 +3%
COLIM
33
City of London Investment Management
United Kingdom
$212K -$177K -11,382 -46%
DWM
34
Dakota Wealth Management
Florida
$209K +$209K +13,445 New
KA
35
Kovack Advisors
Florida
$207K +$207K +13,301 New
Jane Street
36
Jane Street
New York
$180K +$180K +11,553 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$152K +$152K +9,750 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$105K – – –
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$104K +$13.6K +872 +15%
FIA
40
FNY Investment Advisers
New York
$62K -$15.5K -1,000 -20%
CCM
41
Covington Capital Management
California
$54K – – –
SWM
42
Spire Wealth Management
Virginia
$25K – – –
HI
43
Harbour Investments
Wisconsin
$19K – – –
PA
44
Parallel Advisors
California
$17K +$152 +10 +0.9%
LFG
45
Larson Financial Group
Missouri
$11K – – –
APA
46
American Portfolios Advisors
New York
$9.35K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.85K +191 +46%
RCM
48
Raleigh Capital Management
North Carolina
$6K – – –
SIS
49
Sound Income Strategies
Florida
$5K – – –
SWM
50
Sugarloaf Wealth Management
Georgia
$5K +$128 +7 +3%
1
2
3