AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

48 hedge funds and large institutions have $91M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
C
1
Certuity
Florida
$708K
2
UBS Group
2
UBS Group
Switzerland
$7.05M
3
SPIA
3
Steward Partners Investment Advisory
New York
$872K
4
BCA
4
Bay Colony Advisors
Massachusetts
$234K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$574K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.7M
2
1CP
2
1607 Capital Partners
Virginia
$1.59M
3
Bank of America
3
Bank of America
North Carolina
$5.29M
4
AAM
4
Advisors Asset Management
Colorado
$8.11M
5
KIM
5
Karpus Investment Management
New York
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
– -$256 -14,714 Closed
EC
52
Elequin Capital
New York
– -$26.8K -1,539 Closed
ASN
53
Advisory Services Network
Georgia
– -$12.1K -694 Closed
CFD
54
Creative Financial Designs
Indiana
– -$2.46K -141 Closed
BAM
55
Belpointe Asset Management
Nevada
– -$1.74K -100 Closed
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
– -$870 -50 Closed
Fidelity Investments
57
Fidelity Investments
Massachusetts
– -$17 -1 Closed
1 2
3