AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

48 hedge funds and large institutions have $91M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
C
1
Certuity
Florida
$708K
2
UBS Group
2
UBS Group
Switzerland
$7.05M
3
SPIA
3
Steward Partners Investment Advisory
New York
$872K
4
BCA
4
Bay Colony Advisors
Massachusetts
$234K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$574K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.7M
2
1CP
2
1607 Capital Partners
Virginia
$1.59M
3
Bank of America
3
Bank of America
North Carolina
$5.29M
4
AAM
4
Advisors Asset Management
Colorado
$8.11M
5
KIM
5
Karpus Investment Management
New York
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CD
26
Chapin Davis
Maryland
$342K – – –
First Trust Advisors
27
First Trust Advisors
Illinois
$338K -$37.6K -2,045 -10%
LFAS
28
Level Four Advisory Services
Texas
$256K +$22.1K +1,200 +9%
BRWA
29
B. Riley Wealth Advisors
Florida
$251K -$172K -9,273 -41%
BCA
30
Bay Colony Advisors
Massachusetts
$234K +$234K +12,743 New
PIWA
31
Prevail Innovative Wealth Advisors
Kansas
$232K +$232K +12,585 New
KWA
32
Kingswood Wealth Advisors
California
$226K +$226K +12,276 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$225K -$115K -6,269 -34%
QC
34
Quantedge Capital
Singapore
$209K -$563K -30,600 -73%
COLIM
35
City of London Investment Management
United Kingdom
$204K -$46K -2,500 -18%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$107K +$107K +5,794 New
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$79.8K -$11K -600 -12%
FIA
38
FNY Investment Advisers
New York
$73K -$18.3K -1,000 -20%
SWM
39
Spire Wealth Management
Virginia
$41.5K +$1.09K +59 +3%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$29K +$1.1K +60 +4%
NA
41
NewEdge Advisors
Louisiana
$24.5K +$11.5K +624 +88%
HI
42
Harbour Investments
Wisconsin
$21.9K – – –
PA
43
Parallel Advisors
California
$20K +$515 +28 +3%
LFG
44
Larson Financial Group
Missouri
$13.2K – – –
TCOV
45
Trust Company of Vermont
Vermont
$12.8K +$12.8K +693 New
RCM
46
Raleigh Capital Management
North Carolina
$7.82K -$920 -50 -11%
SIS
47
Sound Income Strategies
Florida
$6.29K – – –
AA
48
Ancora Advisors
Ohio
$1.84K – – –
SWM
49
Stockman Wealth Management
Montana
– -$293K -16,831 Closed
KA
50
Kovack Advisors
Florida
– -$287K -16,501 Closed
1
2
3