AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

53 hedge funds and large institutions have $148M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$4.76M
2
RCM
2
Rivernorth Capital Management
Florida
$2.26M
3
WAM
3
Wolverine Asset Management
Illinois
$3.35M
4
AAM
4
Advisors Asset Management
Colorado
$3.33M
5
Bank of America
5
Bank of America
North Carolina
$14.7M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$2.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.5M
3
Lido Advisors
3
Lido Advisors
California
$0
4
KIM
4
Karpus Investment Management
New York
$35.6M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Sugarloaf Wealth Management
Georgia
$6K +$81 +3 +1%
FNBOSM
52
First National Bank of South Miami
Florida
$3K +$3K +100 New
Lido Advisors
53
Lido Advisors
California
– -$604K -21,701 Closed
NFSG
54
Newbridge Financial Services Group
Florida
– -$42K -1,500 Closed
1 2
3