AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

13 hedge funds and large institutions have $11.3M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
13
Holders Change
+13
Holders Change %
–
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.53M
2
UBS Group
2
UBS Group
Switzerland
$1.93M
3
Wells Fargo
3
Wells Fargo
California
$1.34M
4
Bank of America
4
Bank of America
North Carolina
$1.3M
5
WS
5
Wedbush Securities
California
$997K

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.53M 126,067 +126,067 New
UBS Group
2
UBS Group
Switzerland
$1.93M 96,020 +96,020 New
Wells Fargo
3
Wells Fargo
California
$1.34M 66,839 +66,839 New
Bank of America
4
Bank of America
North Carolina
$1.3M 64,836 +64,836 New
WS
5
Wedbush Securities
California
$997K 49,585 +49,585 New
WAM
6
Wolverine Asset Management
Illinois
$950K 47,280 +47,280 New
SFS
7
Shaker Financial Services
Virginia
$686K 34,145 +34,145 New
Truist Financial
8
Truist Financial
North Carolina
$503K 25,000 +25,000 New
Stifel Financial
9
Stifel Financial
Missouri
$442K 21,926 +21,926 New
Ameriprise
10
Ameriprise
Minnesota
$237K 11,808 +11,808 New
BRWM
11
B. Riley Wealth Management
Tennessee
$213K 10,600 +10,600 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$105K 5,200 +5,200 New
CFG
13
Citizens Financial Group
Rhode Island
$50K 2,500 +2,500 New
CFGS
14
Concourse Financial Group Securities
Alabama
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