AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

52 hedge funds and large institutions have $94.4M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-5
Holders Change %
-8.77%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.6M
2
Ameriprise
2
Ameriprise
Minnesota
$5.78M
3
HIC
3
Hartline Investment Corp
Illinois
$331K
4
First Trust Advisors
4
First Trust Advisors
Illinois
$775K
5
UBS Group
5
UBS Group
Switzerland
$8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.8M
2
KIM
2
Karpus Investment Management
New York
$13.8M
3
Wells Fargo
3
Wells Fargo
California
$7.97M
4
WAM
4
Wolverine Asset Management
Illinois
$37.1K
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Ancora Advisors
Ohio
$2.01K – – –
Fidelity Investments
52
Fidelity Investments
Massachusetts
$20 +$20 +1 New
SFS
53
Shaker Financial Services
Virginia
– -$1.42M -81,204 Closed
Walleye Capital
54
Walleye Capital
New York
– -$842K -48,402 Closed
CA
55
Cornerstone Advisors
North Carolina
– -$460K -26,425 Closed
QC
56
Quantedge Capital
Singapore
– -$312K -17,952 Closed
WAM
57
Weiss Asset Management
Massachusetts
– -$293K -16,846 Closed
FIA
58
FNY Investment Advisers
New York
– -$87K -5,000 Closed
LA
59
LM Advisors
California
– -$80.7K -4,640 Closed
EC
60
Elequin Capital
New York
– -$76.4K -4,391 Closed
TCOV
61
Trust Company of Vermont
Vermont
– -$12.1K -693 Closed
ASN
62
Advisory Services Network
Georgia
– -$11.4K -655 Closed
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