Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
54 hedge funds and large institutions have $130M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 8 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 14
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
2% more funds holding
Funds holding: 53 → 54 (+1)
0.89% less ownership
Funds ownership: 16.14% → 15.24% (-0.89%)
12% less capital invested
Capital invested by funds: $148M → $130M (-$18.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.82M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.03M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$582K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$491K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$489K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$4.89M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.4M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.26M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.15M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.43M |
AIO Hedge Fund Activity: Q4 2021 in Review
54 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) for Q4 2021, worth a combined $130M — down 12% from $148M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AIO positions and 8 closed out — a net gain of 1 holder — while 26 added to existing stakes and 14 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.82M. The largest seller was Karpus Investment Management, cutting an estimated $4.89M.
- 54 institutional investors held Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of Q4 2021, up from 53 in Q3 2021.
- Funds reported $130M of Virtus Artificial Intelligence & Technology Opportunities Fund stock for Q4 2021, down 12% quarter-over-quarter.
- 9 funds opened new Virtus Artificial Intelligence & Technology Opportunities Fund positions in Q4 2021 and 8 closed out, a net change of +1 holder.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund buyer in Q4 2021 was Advisors Asset Management, an estimated $1.82M added.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund seller in Q4 2021 was Karpus Investment Management, an estimated $4.89M sold.
Based on aggregated 13F filings for Q4 2021.