AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

60 hedge funds and large institutions have $109M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
22
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
26
SeaCrest Wealth Management
New York
$411K -$29.9K -1,450 -7%
MC
27
Moors & Cabot
Massachusetts
$402K
BCA
28
Bay Colony Advisors
Massachusetts
$388K -$16.6K -788 -4%
CD
29
Chapin Davis
Maryland
$369K
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$366K +$7.12K +345 +2%
AG
31
AmeriFlex Group
Nevada
$341K -$24.8K -1,200 -7%
SFS
32
Shaker Financial Services
Virginia
$336K +$147K +7,108 +77%
Truist Financial
33
Truist Financial
North Carolina
$317K +$5.84K +283 +2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$313K +$313K +15,157 New
P
35
&Partners
Tennessee
$309K +$11.4K +540 +4%
AW
36
Alteri Wealth
California
$290K +$25.5K +1,235 +10%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$289K -$102K -4,963 -26%
ACP
38
Aveo Capital Partners
Colorado
$284K +$284K +13,299 New
DJYG
39
David J. Yvars Group
Florida
$274K +$23.5K +1,139 +9%
Osaic Holdings
40
Osaic Holdings
Arizona
$251K -$2.06K -100 -0.8%
NS
41
NBC Securities
Alabama
$184K +$184K +8,957 +111,963%
EC
42
Elequin Capital
New York
$158K +$158K +7,653 New
Comerica Bank
43
Comerica Bank
Texas
$85.4K -$3.65K -177 -4%
US Bancorp
44
US Bancorp
Minnesota
$43.8K -$640 -31 -1%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$36K -$1.77K -85 -5%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$32.4K
NA
47
NewEdge Advisors
Louisiana
$29.5K +$248 +12 +0.8%
PA
48
Parallel Advisors
California
$26.5K +$516 +25 +2%
HI
49
Harbour Investments
Wisconsin
$24.6K
MCM
50
MAI Capital Management
Ohio
$22.5K