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AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

51 hedge funds and large institutions have $110M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

9% more capital invested

Capital invested by funds: $100M → $110M (+$9.12M)

1.01% more ownership

Funds ownership: 13.49%14.5% (+1%)

4% less funds holding

Funds holding: 5351 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
26
Bay Colony Advisors
Massachusetts
$402K +$31.2K +1,473 +9%
KWA
27
Kingswood Wealth Advisors
California
$394K +$2.23K +105 +0.6%
CD
28
Chapin Davis
Maryland
$393K
PFS
29
Prospera Financial Services
Texas
$393K +$16.4K +775 +5%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$391K +$377K +17,813 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$333K -$36K -1,697 -10%
Truist Financial
32
Truist Financial
North Carolina
$326K +$314K +14,825 New
BRWA
33
B. Riley Wealth Advisors
Florida
$310K -$3.71K -175 -1%
RJT
34
Raymond James Trust
Florida
$299K
IWM
35
IHT Wealth Management
Illinois
$285K +$276K +13,022 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$277K +$267K +12,625 New
DJYG
37
David J. Yvars Group
Florida
$256K +$247K +11,672 New
Osaic Holdings
38
Osaic Holdings
Arizona
$256K -$10.3K -487 -4%
NS
39
NBC Securities
Alabama
$192K -$68.8K -3,249 -27%
Comerica Bank
40
Comerica Bank
Texas
$97.7K +$65.4K +3,088 +227%
US Bancorp
41
US Bancorp
Minnesota
$47.4K -$11.1K -523 -20%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$41K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$34.5K
NA
44
NewEdge Advisors
Louisiana
$30.9K +$297 +14 +1%
PA
45
Parallel Advisors
California
$27.1K +$530 +25 +2%
HI
46
Harbour Investments
Wisconsin
$26.1K
CFGS
47
Concourse Financial Group Securities
Alabama
$20.8K +$1.57K +74 +8%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$15.5K +$11.9K +560 +386%
JP Morgan Chase
49
JP Morgan Chase
New York
$5.14K -$1.82K -86 -27%
AA
50
Ancora Advisors
Ohio
$2.2K

AIO Hedge Fund Activity: Q3 2024 in Review

51 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) for Q3 2024, worth a combined $110M — up 9.1% from $100M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AIO and 7 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 24 added.

The largest buyer was Wells Fargo, adding an estimated $3.86M. The largest seller was Prevail Innovative Wealth Advisors, exiting entirely with an estimated $815K sold.

  • 51 institutional investors held Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of Q3 2024, down from 53 in Q2 2024.
  • Funds reported $110M of Virtus Artificial Intelligence & Technology Opportunities Fund stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 7 funds opened new Virtus Artificial Intelligence & Technology Opportunities Fund positions in Q3 2024 and 8 closed out, a net change of -1 holder.
  • The largest Virtus Artificial Intelligence & Technology Opportunities Fund buyer in Q3 2024 was Wells Fargo, an estimated $3.86M added.
  • The largest Virtus Artificial Intelligence & Technology Opportunities Fund seller in Q3 2024 was Prevail Innovative Wealth Advisors, an estimated $815K sold.

Based on aggregated 13F filings for Q3 2024.