Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
53 hedge funds and large institutions have $100M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 10 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 13
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
6% more capital invested
Capital invested by funds: $94.4M → $100M (+$6.01M)
2% more funds holding
Funds holding: 52 → 53 (+1)
0.21% less ownership
Funds ownership: 13.7% → 13.49% (-0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.24M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.25M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.19M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$904K |
| 5 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$751K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$13.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.13M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$717K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$604K |
| 5 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
-$354K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3.15K | -$3.1K | -155 | -52% |
|
|
AA
52
Ancora Advisors
Cleveland,
Ohio
| $2.17K | – | – | – |
|
53
Fidelity Investments
Boston,
Massachusetts
| $22 | – | – | – |
|
|
KIM
54
Karpus Investment Management
Pittsford,
New York
| – | -$13.8M | -687,887 | Closed |
|
|
LCM
55
Landscape Capital Management
Englewood,
New Jersey
| – | -$717K | -35,726 | Closed |
|
|
56
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$604K | -30,094 | Closed |
|
|
DWM
57
Dakota Wealth Management
Palm Beach Gardens,
Florida
| – | -$354K | -17,640 | Closed |
|
|
CA
58
Claro Advisors
Boston,
Massachusetts
| – | -$345K | -17,210 | Closed |
|
|
HIC
59
Hartline Investment Corp
Winnetka,
Illinois
| – | -$331K | -16,504 | Closed |
|
|
AWS
60
Atria Wealth Solutions
New York
| – | -$278K | -13,873 | Closed |
|
|
GS
61
GTS Securities
New York
| – | -$221K | -10,999 | Closed |
|
|
SWM
62
Spire Wealth Management
Mclean,
Virginia
| – | -$39.1K | -1,947 | Closed |
|
|
WAM
63
Wolverine Asset Management
Chicago,
Illinois
| – | -$37.1K | -1,851 | Closed |
|
AIO Hedge Fund Activity: Q2 2024 in Review
53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) for Q2 2024, worth a combined $100M — up 6.4% from $94.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AIO positions and 10 closed out — a net gain of 1 holder — while 21 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.24M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $13.8M sold.
- 53 institutional investors held Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of Q2 2024, up from 52 in Q1 2024.
- Funds reported $100M of Virtus Artificial Intelligence & Technology Opportunities Fund stock for Q2 2024, up 6.4% quarter-over-quarter.
- 11 funds opened new Virtus Artificial Intelligence & Technology Opportunities Fund positions in Q2 2024 and 10 closed out, a net change of +1 holder.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund buyer in Q2 2024 was Morgan Stanley, an estimated $6.24M added.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund seller in Q2 2024 was Karpus Investment Management, an estimated $13.8M sold.
Based on aggregated 13F filings for Q2 2024.