AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

30 hedge funds and large institutions have $47.6M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 11 increasing their positions, reducing their positions, and 1 closing their positions.

Holders
30
Holders Change
+17
Holders Change %
+130.77%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
11
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$8.58M
2
RCM
2
Rivernorth Capital Management
Florida
$6.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.48M
4
WAM
4
Wolverine Asset Management
Illinois
$3.75M
5
Bank of America
5
Bank of America
North Carolina
$3.56M

Top Sellers

1
CFG
1
Citizens Financial Group
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$8.58M 535,964 +535,964 New
Morgan Stanley
2
Morgan Stanley
New York
$7.48M 467,287 +341,220 +271%
RCM
3
Rivernorth Capital Management
Florida
$6.31M 394,363 +394,363 New
WAM
4
Wolverine Asset Management
Illinois
$3.75M 234,440 +187,160 +396%
Bank of America
5
Bank of America
North Carolina
$3.56M 222,162 +157,326 +243%
UBS Group
6
UBS Group
Switzerland
$2.62M 163,432 +67,412 +70%
MC
7
Matisse Capital
Oregon
$2.4M 150,146 +150,146 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.63M 101,763 +96,563 +1,857%
SFS
9
Shaker Financial Services
Virginia
$1.59M 99,044 +64,899 +190%
Wells Fargo
10
Wells Fargo
California
$1.43M 89,648 +22,809 +34%
WS
11
Wedbush Securities
California
$1.05M 65,390 +15,805 +32%
Ameriprise
12
Ameriprise
Minnesota
$950K 59,349 +47,541 +403%
RJA
13
Raymond James & Associates
Florida
$901K 56,294 +56,294 New
Goldman Sachs
14
Goldman Sachs
New York
$716K 44,739 +44,739 New
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$689K 43,039 +43,039 New
COLIM
16
City of London Investment Management
United Kingdom
$664K 41,396 +41,396 New
BRWM
17
B. Riley Wealth Management
Tennessee
$602K 37,600 +27,000 +255%
First Trust Advisors
18
First Trust Advisors
Illinois
$490K 30,610 +30,610 New
Stifel Financial
19
Stifel Financial
Missouri
$452K 28,289 +6,363 +29%
MC
20
Moors & Cabot
Massachusetts
$448K 28,000 +28,000 New
LJAC
21
L.J. Altfest & Co
New York
$440K 27,478 +27,478 New
Truist Financial
22
Truist Financial
North Carolina
$400K 25,000 – –
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$186K 11,605 +11,605 New
TFCP
24
Twin Focus Capital Partners
Massachusetts
$160K 10,000 +10,000 New
LFG
25
Larson Financial Group
Missouri
$72K 4,500 +4,500 New
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