AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

63 hedge funds and large institutions have $130M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+12
Holders Change %
+23.53%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
25
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.3M
2
Bank of America
2
Bank of America
North Carolina
$15.1M
3
CW
3
CreativeOne Wealth
Kansas
$1.11M
4
DC
4
Davenport & Co
Virginia
$806K
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$1.31M

Top Sellers

1
SA
1
Sanctuary Advisors
Indiana
$1.01M
2
SFS
2
Shaker Financial Services
Virginia
$227K
3
WS
3
Wedbush Securities
California
$1.4M
4
C
4
Certuity
Florida
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
26
Moors & Cabot
Massachusetts
$481K – – –
VF
27
Virtu Financial
New York
$474K +$474K +19,205 New
BCA
28
Bay Colony Advisors
Massachusetts
$473K +$22.4K +907 +5%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$468K +$28.4K +1,151 +6%
AG
30
AmeriFlex Group
Nevada
$444K +$444K +17,750 New
PFS
31
Prospera Financial Services
Texas
$442K +$863 +35 +0.2%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$429K +$118K +4,764 +38%
CD
33
Chapin Davis
Maryland
$393K – – –
Truist Financial
34
Truist Financial
North Carolina
$372K +$6.78K +275 +2%
P
35
&Partners
Tennessee
$343K -$117K -4,820 -25%
AW
36
Alteri Wealth
California
$316K +$316K +12,810 New
Osaic Holdings
37
Osaic Holdings
Arizona
$303K +$15.4K +626 +5%
DJYG
38
David J. Yvars Group
Florida
$300K +$11.9K +482 +4%
GS
39
GWN Securities
Florida
$264K +$264K +10,412 New
WEG
40
World Equity Group
Illinois
$259K +$259K +10,500 New
SFS
41
Shaker Financial Services
Virginia
$227K -$668K -27,104 -75%
SWM
42
Stockman Wealth Management
Montana
$208K +$208K +8,431 New
LFAS
43
Level Four Advisory Services
Texas
$203K +$203K +8,250 New
Comerica Bank
44
Comerica Bank
Texas
$106K -$3.3K -134 -3%
US Bancorp
45
US Bancorp
Minnesota
$53.2K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$45K -$1.09K -44 -2%
KIM
47
Kestra Investment Management
Texas
$40.9K +$40.9K +1,658 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$38.7K – – –
NA
49
NewEdge Advisors
Louisiana
$35K +$296 +12 +0.9%
PA
50
Parallel Advisors
California
$31K +$568 +23 +2%
1
2
3