AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

52 hedge funds and large institutions have $79.3M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$10.4M
2
CA
2
Cornerstone Advisors
North Carolina
$6.12M
3
Wells Fargo
3
Wells Fargo
California
$8.46M
4
AAM
4
Advisors Asset Management
Colorado
$6.67M
5
AWS
5
Atria Wealth Solutions
New York
$507K

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$0
2
UBS Group
2
UBS Group
Switzerland
$5.41M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.15M
4
SC
4
Stolper & Co
Oklahoma
$0
5
LPL Financial
5
LPL Financial
California
$917K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
51
Creative Financial Designs
Indiana
$2K +$60 +4 +3%
FF
52
FourThought Financial
Florida
$1K +$1K +54 New
TJHA
53
Thomas J. Herzfeld Advisors
Florida
– -$1.49M -92,226 Closed
HT
54
HighTower Trust
Texas
– -$9.18K -44,319 Closed
SC
55
Stolper & Co
Oklahoma
– -$403K -24,864 Closed
Lido Advisors
56
Lido Advisors
California
– -$184K -11,372 Closed
UB
57
UMB Bank
Missouri
– -$3K -175 Closed
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