AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

53 hedge funds and large institutions have $100M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
21
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
26
Prospera Financial Services
Texas
$372K +$372K +17,115 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$366K -$157K -7,234 -30%
BCA
28
Bay Colony Advisors
Massachusetts
$365K +$6.8K +313 +2%
SWM
29
SeaCrest Wealth Management
New York
$359K +$142K +6,550 +66%
BRWA
30
B. Riley Wealth Advisors
Florida
$311K +$28.7K +1,323 +10%
RJT
31
Raymond James Trust
Florida
$295K +$295K +13,610 New
Osaic Holdings
32
Osaic Holdings
Arizona
$264K -$368K -16,934 -58%
NS
33
NBC Securities
Alabama
$260K +$14.6K +676 +6%
GC
34
Gratus Capital
Georgia
$250K +$250K +11,500 New
Mariner
35
Mariner
Kansas
$244K +$244K +11,227 New
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$208K +$208K +9,600 New
KPWS
37
Kestra Private Wealth Services
Texas
$205K +$205K +9,462 New
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$154K +$154K +7,094 New
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$87.8K -$170K -7,846 -66%
US Bancorp
40
US Bancorp
Minnesota
$58.2K +$23.5K +1,083 +68%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$40K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$34.1K -$351K -16,173 -91%
NA
43
NewEdge Advisors
Louisiana
$30.2K +$282 +13 +0.9%
Comerica Bank
44
Comerica Bank
Texas
$29.5K
PA
45
Parallel Advisors
California
$26.2K +$564 +26 +2%
HI
46
Harbour Investments
Wisconsin
$25.8K
GLR
47
Great Lakes Retirement
Ohio
$20.1K +$20.1K +925 New
CFGS
48
Concourse Financial Group Securities
Alabama
$19K
CAM
49
Creekmur Asset Management
Illinois
$18.5K -$33K -1,520 -64%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$6.95K -$608 -28 -8%