AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

49 hedge funds and large institutions have $77.1M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$4M
2
AAM
2
Advisors Asset Management
Colorado
$8.29M
3
SFS
3
Shaker Financial Services
Virginia
$611K
4
SC
4
Sykon Capital
New York
$1.17M
5
SPIA
5
Steward Partners Investment Advisory
New York
$1.27M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$15.2M
2
1CP
2
1607 Capital Partners
Virginia
$0
3
RJA
3
Raymond James & Associates
Florida
$889K
4
LFAS
4
Level Four Advisory Services
Texas
$0
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Dakota Wealth Management
Florida
$312K -$13.3K -805 -4%
CD
27
Chapin Davis
Maryland
$286K -$20.6K -1,250 -7%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$275K +$73.4K +4,450 +36%
KWA
29
Kingswood Wealth Advisors
California
$233K +$30.3K +1,838 +15%
BCA
30
Bay Colony Advisors
Massachusetts
$230K +$19.7K +1,194 +9%
BRWA
31
B. Riley Wealth Advisors
Florida
$217K -$8.18K -491 -4%
NS
32
NBC Securities
Alabama
$212K +$212K +12,878 New
ASN
33
Advisory Services Network
Georgia
$198K +$198K +11,967 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$194K +$194K +11,734 New
Walleye Capital
35
Walleye Capital
New York
$173K +$173K +10,483 New
EC
36
Elequin Capital
New York
$133K +$133K +8,082 New
WAM
37
Wolverine Asset Management
Illinois
$113K +$113K +6,822 New
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$71.6K – – –
FIA
39
FNY Investment Advisers
New York
$66K – – –
Comerica Bank
40
Comerica Bank
Texas
$39.9K +$39.9K +2,414 New
SWM
41
Spire Wealth Management
Virginia
$38.1K +$925 +56 +2%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$26K – – –
NA
43
NewEdge Advisors
Louisiana
$22.2K +$231 +14 +1%
HI
44
Harbour Investments
Wisconsin
$19.6K – – –
PA
45
Parallel Advisors
California
$18.4K +$446 +27 +2%
LFG
46
Larson Financial Group
Missouri
$11.9K – – –
TCOV
47
Trust Company of Vermont
Vermont
$11.4K – – –
SIS
48
Sound Income Strategies
Florida
$5.65K – – –
AA
49
Ancora Advisors
Ohio
$1.65K – – –
1CP
50
1607 Capital Partners
Virginia
– -$1.59M -86,351 Closed
1
2
3