AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

49 hedge funds and large institutions have $77.1M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$4M
2
AAM
2
Advisors Asset Management
Colorado
$8.29M
3
SFS
3
Shaker Financial Services
Virginia
$611K
4
SC
4
Sykon Capital
New York
$1.17M
5
SPIA
5
Steward Partners Investment Advisory
New York
$1.27M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$15.2M
2
1CP
2
1607 Capital Partners
Virginia
$0
3
RJA
3
Raymond James & Associates
Florida
$889K
4
LFAS
4
Level Four Advisory Services
Texas
$0
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
51
Level Four Advisory Services
Texas
– -$256K -13,930 Closed
PIWA
52
Prevail Innovative Wealth Advisors
Kansas
– -$232K -12,585 Closed
QC
53
Quantedge Capital
Singapore
– -$209K -11,352 Closed
COLIM
54
City of London Investment Management
United Kingdom
– -$204K -11,100 Closed
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
– -$107K -5,794 Closed
RCM
56
Raleigh Capital Management
North Carolina
– -$7.82K -425 Closed
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