Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
57 hedge funds and large institutions have $104M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
123% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 13
34% more capital invested
Capital invested by funds: $77.1M → $104M (+$26.6M)
16% more funds holding
Funds holding: 49 → 57 (+8)
3.75% more ownership
Funds ownership: 13.6% → 17.35% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.3M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.14M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.03M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.59M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$736K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$392K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$338K |
| 3 |
C
Certuity
North Palm Beach,
Florida
|
-$273K |
| 4 |
SC
Sykon Capital
Harrison,
New York
|
-$250K |
| 5 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$233K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Harbour Investments
Madison,
Wisconsin
| $20.7K | – | – | – |
|
|
PA
52
Parallel Advisors
San Francisco,
California
| $19.9K | +$516 | +31 | +3% |
|
53
US Bancorp
Minneapolis,
Minnesota
| $17.4K | +$16.6K | +1,000 | New |
|
|
TCOV
54
Trust Company of Vermont
Brattleboro,
Vermont
| $12.1K | – | – | – |
|
|
ASN
55
Advisory Services Network
Atlanta,
Georgia
| $11.4K | -$188K | -11,312 | -95% |
|
|
CFGS
56
Concourse Financial Group Securities
Birmingham,
Alabama
| $2.44K | +$2.33K | +140 | New |
|
|
AA
57
Ancora Advisors
Cleveland,
Ohio
| $1.74K | – | – | – |
|
|
KWA
58
Kingswood Wealth Advisors
San Diego,
California
| – | -$233K | -14,114 | Closed |
|
|
LFG
59
Larson Financial Group
St Louis,
Missouri
| – | -$11.9K | -720 | Closed |
|
|
SIS
60
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$5.65K | -342 | Closed |
|
AIO Hedge Fund Activity: Q4 2023 in Review
57 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) for Q4 2023, worth a combined $104M — up 34% from $77.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AIO positions and 3 closed out — a net gain of 8 holders — while 29 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $12.3M. The largest seller was Advisors Asset Management, cutting an estimated $392K.
- 57 institutional investors held Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of Q4 2023, up from 49 in Q3 2023.
- Funds reported $104M of Virtus Artificial Intelligence & Technology Opportunities Fund stock for Q4 2023, up 34% quarter-over-quarter.
- 11 funds opened new Virtus Artificial Intelligence & Technology Opportunities Fund positions in Q4 2023 and 3 closed out, a net change of +8 holders.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $12.3M added.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund seller in Q4 2023 was Advisors Asset Management, an estimated $392K sold.
Based on aggregated 13F filings for Q4 2023.