Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
78 hedge funds and large institutions have $138M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 8 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 22
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
3% more funds holding
Funds holding: 76 → 78 (+2)
1% more capital invested
Capital invested by funds: $137M → $138M (+$1.21M)
0.49% more ownership
Funds ownership: 18.32% → 18.8% (+0.49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$5.48M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$4.35M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.82M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$452K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$436K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.06M |
| 2 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
-$2.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.87M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.43M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$610K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
76
Advisory Services Network
Atlanta,
Georgia
| $2.14K | +$2.25K | +100 | New |
|
|
SAM
77
Smartleaf Asset Management
Boston,
Massachusetts
| $549 | +$584 | +26 | New |
|
78
Fidelity Investments
Boston,
Massachusetts
| $43 | – | – | – |
|
|
JWCA
79
J.W. Cole Advisors
Tampa,
Florida
| – | -$212K | -9,761 | Closed |
|
|
RCM
80
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$201K | -9,246 | Closed |
|
|
HNB
81
Huntington National Bank
Columbus,
Ohio
| – | -$22.5K | -1,036 | Closed |
|
82
US Bancorp
Minneapolis,
Minnesota
| – | -$10.9K | -500 | Closed |
|
|
BCM
83
Boreal Capital Management
Miami,
Florida
| – | -$11.1K | -483 | Closed |
|
|
CA
84
CoreCap Advisors
Southfield,
Michigan
| – | -$6.53K | -300 | Closed |
|
|
IA
85
IFP Advisors
Tampa,
Florida
| – | -$2.11K | -97 | Closed |
|
|
SWM
86
Spire Wealth Management
Mclean,
Virginia
| – | -$1.28K | -59 | Closed |
|
AIO Hedge Fund Activity: Q1 2026 in Review
78 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) for Q1 2026, worth a combined $138M — up 0.88% from $137M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AIO positions and 8 closed out — a net gain of 4 holders — while 34 added to existing stakes and 22 trimmed.
The largest buyer was Saba Capital Management, opening a new position worth an estimated $5.48M. The largest seller was Advisors Asset Management, cutting an estimated $3.06M.
- 78 institutional investors held Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of Q1 2026, up from 76 in Q4 2025.
- Funds reported $138M of Virtus Artificial Intelligence & Technology Opportunities Fund stock for Q1 2026, up 0.88% quarter-over-quarter.
- 12 funds opened new Virtus Artificial Intelligence & Technology Opportunities Fund positions in Q1 2026 and 8 closed out, a net change of +4 holders.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund buyer in Q1 2026 was Saba Capital Management, an estimated $5.48M added.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund seller in Q1 2026 was Advisors Asset Management, an estimated $3.06M sold.
Based on aggregated 13F filings for Q1 2026.