AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

63 hedge funds and large institutions have $130M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+12
Holders Change %
+23.53%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
25
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.3M
2
Bank of America
2
Bank of America
North Carolina
$15.1M
3
CW
3
CreativeOne Wealth
Kansas
$1.11M
4
DC
4
Davenport & Co
Virginia
$806K
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$1.31M

Top Sellers

1
SA
1
Sanctuary Advisors
Indiana
$1.01M
2
SFS
2
Shaker Financial Services
Virginia
$227K
3
WS
3
Wedbush Securities
California
$1.4M
4
C
4
Certuity
Florida
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$29.3K – – –
MCM
52
MAI Capital Management
Ohio
$26.9K +$26.9K +1,089 New
CFGS
53
Concourse Financial Group Securities
Alabama
$24.7K +$954 +38 +4%
SAM
54
Synergy Asset Management
Washington
$13.8K +$13.8K +626 New
PSFG
55
Park Square Financial Group
Georgia
$7.45K +$7.45K +302 New
DJSG
56
D.J. St. Germain
Massachusetts
$6.78K +$6.78K +275 New
T
57
Tidemark
California
$4.32K +$4.32K +175 New
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$4.14K -$1.63K -66 -28%
AA
59
Ancora Advisors
Ohio
$2.47K – – –
KWAG
60
Kiely Wealth Advisory Group
North Carolina
$1.28K +$1.28K +50 New
CAM
61
Creekmur Asset Management
Illinois
$334 -$119 -5 -26%
NS
62
NBC Securities
Alabama
$220 -$241K -8,748 -100%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$49 +$49 +2 New
C
64
Certuity
Florida
– -$486K -22,119 Closed
BRWA
65
B. Riley Wealth Advisors
Florida
– -$310K -14,170 Closed
IWM
66
IHT Wealth Management
Illinois
– -$285K -13,022 Closed
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
– -$15.5K -705 Closed
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