AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

53 hedge funds and large institutions have $90.3M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10M
2
AAM
2
Advisors Asset Management
Colorado
$5.85M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.73M
4
UBS Group
4
UBS Group
Switzerland
$11.7M
5
PPA
5
Parametric Portfolio Associates
Washington
$5.4M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$354K
2
Bank of America
2
Bank of America
North Carolina
$10.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.5M
4
RJA
4
Raymond James & Associates
Florida
$1.68M
5
RCM
5
Robinson Capital Management
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.5M 753,982 -36,204 -5%
UBS Group
2
UBS Group
Switzerland
$11.7M 536,183 +35,686 +7%
Bank of America
3
Bank of America
North Carolina
$10.6M 483,763 -63,875 -12%
Wells Fargo
4
Wells Fargo
California
$10M 459,219 +90,293 +24%
AAM
5
Advisors Asset Management
Colorado
$5.85M 267,380 +75,695 +39%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.73M 262,242 +37,935 +17%
PPA
7
Parametric Portfolio Associates
Washington
$5.4M 246,910 +30,605 +14%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$2.13M 97,568 -10,321 -10%
LPL Financial
9
LPL Financial
California
$2.05M 93,763 +916 +1%
Ameriprise
10
Ameriprise
Minnesota
$1.99M 91,056 +3,303 +4%
WS
11
Wedbush Securities
California
$1.88M 86,081 +6,845 +9%
Stifel Financial
12
Stifel Financial
Missouri
$1.7M 77,569 -11,793 -13%
RJA
13
Raymond James & Associates
Florida
$1.68M 76,624 -34,616 -31%
First Trust Advisors
14
First Trust Advisors
Illinois
$1.15M 52,670 -26,828 -34%
Invesco
15
Invesco
Georgia
$1.01M 46,309 -16,894 -27%
KAS
16
Kestra Advisory Services
Texas
$687K 31,417 +3,191 +11%
BRWM
17
B. Riley Wealth Management
Tennessee
$658K 30,080 +300 +1%
AWS
18
Atria Wealth Solutions
New York
$648K 29,497 +29,497 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$594K 27,172 +886 +3%
CA
20
Claro Advisors
Massachusetts
$588K 23,732 – –
COLIM
21
City of London Investment Management
United Kingdom
$586K 26,873 -13,000 -33%
SFS
22
Shaker Financial Services
Virginia
$566K 25,872 +25,872 New
SC
23
Stolper & Co
Oklahoma
$540K 24,690 +2,231 +10%
Lido Advisors
24
Lido Advisors
California
$501K 22,957 +22,957 New
BRWA
25
B. Riley Wealth Advisors
Florida
$475K 21,712 +21,712 New
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