Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
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.
31% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 16
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
2% less funds holding
Funds holding: 54 → 53 (-1)
3.22% less ownership
Funds ownership: 15.24% → 12.02% (-3.2%)
30% less capital invested
Capital invested by funds: $130M → $90.3M (-$39.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.02M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$851K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$800K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$686K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$25.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.43M |
| 3 |
Morgan Stanley
New York
|
-$812K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$776K |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$630K |
AIO Hedge Fund Activity: Q1 2022 in Review
53 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) for Q1 2022, worth a combined $90.3M — down 30% from $130M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AIO positions and 11 closed out — a net gain of 1 holder — while 21 added to existing stakes and 16 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.02M. The largest seller was Karpus Investment Management, cutting an estimated $25.5M.
- 53 institutional investors held Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of Q1 2022, down from 54 in Q4 2021.
- Funds reported $90.3M of Virtus Artificial Intelligence & Technology Opportunities Fund stock for Q1 2022, down 30% quarter-over-quarter.
- 12 funds opened new Virtus Artificial Intelligence & Technology Opportunities Fund positions in Q1 2022 and 11 closed out, a net change of +1 holder.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund buyer in Q1 2022 was Wells Fargo, an estimated $2.02M added.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund seller in Q1 2022 was Karpus Investment Management, an estimated $25.5M sold.
Based on aggregated 13F filings for Q1 2022.