AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

53 hedge funds and large institutions have $75.6M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$4.91M
2
KIM
2
Karpus Investment Management
New York
$3.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$15M
4
WAM
4
Wolverine Asset Management
Illinois
$3.06M
5
AAM
5
Advisors Asset Management
Colorado
$6.34M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$6.59M
2
Bank of America
2
Bank of America
North Carolina
$5.92M
3
LJAC
3
L.J. Altfest & Co
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$845K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$546K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
51
Creative Financial Designs
Indiana
$2K -$4.59K -298 -70%
BRWM
52
B. Riley Wealth Management
Tennessee
$586 +$99 +6,096 +20%
LJAC
53
L.J. Altfest & Co
New York
– -$409K -18,732 Closed
Truist Financial
54
Truist Financial
North Carolina
– -$264K -12,085 Closed
EH
55
Equitable Holdings
New York
– -$263K -12,036 Closed
MCC
56
Money Concepts Capital
Florida
– -$28K -1,300 Closed
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
– -$22K -1,000 Closed
Citigroup
58
Citigroup
New York
– -$1K -40 Closed
1 2
3