AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

50 hedge funds and large institutions have $92.5M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-6
Holders Change %
-10.71%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
24
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$335K +$26.1K +1,500 +8%
CD
27
Chapin Davis
Maryland
$324K +$29.6K +1,700 +10%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$322K -$7.84K -450 -2%
SWM
29
Stockman Wealth Management
Montana
$293K -$11.2K -642 -4%
KA
30
Kovack Advisors
Florida
$287K +$287K +16,501 New
COLIM
31
City of London Investment Management
United Kingdom
$236K
LFAS
32
Level Four Advisory Services
Texas
$222K +$222K +12,730 New
FIA
33
FNY Investment Advisers
New York
$87K +$17.4K +1,000 +25%
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$85.9K -$29.6K -1,700 -26%
SWM
35
Spire Wealth Management
Virginia
$38.2K +$10.3K +594 +37%
EC
36
Elequin Capital
New York
$26.8K -$539K -30,996 -95%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$26K +$12.5K +729 +92%
HI
38
Harbour Investments
Wisconsin
$20.7K
PA
39
Parallel Advisors
California
$18.4K +$487 +28 +3%
LFG
40
Larson Financial Group
Missouri
$12.5K
NA
41
NewEdge Advisors
Louisiana
$12.3K +$313 +18 +3%
ASN
42
Advisory Services Network
Georgia
$12.1K
RCM
43
Raleigh Capital Management
North Carolina
$8.27K
SIS
44
Sound Income Strategies
Florida
$5.95K
CFD
45
Creative Financial Designs
Indiana
$2.46K +$70 +4 +3%
BAM
46
Belpointe Asset Management
Nevada
$1.74K
AA
47
Ancora Advisors
Ohio
$1.74K +$1.74K +100 New
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$870 -$1.6K -92 -65%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$256 -$64 -3,689 -20%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$17