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AIO

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
34
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$5.48M
2
KIM
Karpus Investment Management
New York
+$4.35M
3
SFS
Shaker Financial Services
Virginia
+$1.82M
4
1CP
1607 Capital Partners
Virginia
+$452K
5
WS
Wedbush Securities
California
+$436K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$3.06M
2
RAM
Readystate Asset Management
Illinois
-$2.3M
3
Ameriprise
Ameriprise
Minnesota
-$1.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.43M
5
Bank of America
Bank of America
North Carolina
-$610K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
76
Advisory Services Network
Georgia
$2.14K +$2.25K +100 New
SAM
77
Smartleaf Asset Management
Massachusetts
$549 +$584 +26 New
Fidelity Investments
78
Fidelity Investments
Massachusetts
$43 – – –
JWCA
79
J.W. Cole Advisors
Florida
– -$212K -9,761 Closed
RCM
80
Rivernorth Capital Management
Florida
– -$201K -9,246 Closed
HNB
81
Huntington National Bank
Ohio
– -$22.5K -1,036 Closed
US Bancorp
82
US Bancorp
Minnesota
– -$10.9K -500 Closed
BCM
83
Boreal Capital Management
Florida
– -$11.1K -483 Closed
CA
84
CoreCap Advisors
Michigan
– -$6.53K -300 Closed
IA
85
IFP Advisors
Florida
– -$2.11K -97 Closed
SWM
86
Spire Wealth Management
Virginia
– -$1.28K -59 Closed
1 2 3
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