AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

48 hedge funds and large institutions have $140M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$4.03M
2
Wells Fargo
2
Wells Fargo
California
$8.91M
3
LPL Financial
3
LPL Financial
California
$3.92M
4
AAM
4
Advisors Asset Management
Colorado
$1.29M
5
WAM
5
Wolverine Asset Management
Illinois
$1.13M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$37.2M
2
CA
2
Cornerstone Advisors
North Carolina
$0
3
Bank of America
3
Bank of America
North Carolina
$14.3M
4
UBS Group
4
UBS Group
Switzerland
$13.9M
5
SPIA
5
Steward Partners Investment Advisory
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
51
Archer Investment Corporation
Indiana
– -$6.11K -230 Closed
1 2
3