AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

52 hedge funds and large institutions have $94.4M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-5
Holders Change %
-8.77%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
22
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
26
Dakota Wealth Management
Florida
$354K -$27.2K -1,355 -7%
CA
27
Claro Advisors
Massachusetts
$345K -$288K -14,346 -45%
CD
28
Chapin Davis
Maryland
$338K -$10K -500 -3%
BCA
29
Bay Colony Advisors
Massachusetts
$331K +$18.3K +910 +6%
HIC
30
Hartline Investment Corp
Illinois
$331K +$331K +16,504 New
AWS
31
Atria Wealth Solutions
New York
$278K +$21.9K +1,089 +9%
KWA
32
Kingswood Wealth Advisors
California
$270K +$270K +13,436 New
P
33
&Partners
Tennessee
$267K
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$239K +$148K +7,351 +162%
NS
35
NBC Securities
Alabama
$227K -$31.7K -1,582 -12%
GS
36
GTS Securities
New York
$221K
BRWA
37
B. Riley Wealth Advisors
Florida
$217K -$1.28K -77 -0.6%
SWM
38
SeaCrest Wealth Management
New York
$201K +$201K +10,000 New
CAM
39
Creekmur Asset Management
Illinois
$47.6K -$113K -5,616 -70%
SWM
40
Spire Wealth Management
Virginia
$39.1K -$8.99K -448 -19%
WAM
41
Wolverine Asset Management
Illinois
$37.1K -$2.68M -133,312 -99%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$37K
US Bancorp
43
US Bancorp
Minnesota
$32K +$12K +596 +60%
NA
44
NewEdge Advisors
Louisiana
$27.7K +$381 +19 +1%
Comerica Bank
45
Comerica Bank
Texas
$27.3K -$25K -1,246 -48%
HI
46
Harbour Investments
Wisconsin
$23.9K
PA
47
Parallel Advisors
California
$23.7K +$742 +37 +3%
CFGS
48
Concourse Financial Group Securities
Alabama
$17.5K +$14.7K +733 +524%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$6.98K +$6.98K +348 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$6.02K -$63.8K -3,181 -91%