AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

53 hedge funds and large institutions have $75.6M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$4.91M
2
KIM
2
Karpus Investment Management
New York
$3.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$15M
4
WAM
4
Wolverine Asset Management
Illinois
$3.06M
5
AAM
5
Advisors Asset Management
Colorado
$6.34M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$6.59M
2
Bank of America
2
Bank of America
North Carolina
$5.92M
3
LJAC
3
L.J. Altfest & Co
New York
$0
4
RJA
4
Raymond James & Associates
Florida
$845K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$546K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15M 927,463 +173,481 +23%
Wells Fargo
2
Wells Fargo
California
$8.17M 504,504 +45,285 +10%
UBS Group
3
UBS Group
Switzerland
$6.59M 406,776 -129,407 -24%
AAM
4
Advisors Asset Management
Colorado
$6.34M 391,400 +124,020 +46%
Bank of America
5
Bank of America
North Carolina
$5.92M 365,346 -118,417 -24%
CA
6
Cornerstone Advisors
North Carolina
$4.91M 303,200 +303,200 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.79M 296,027 +33,785 +13%
KIM
8
Karpus Investment Management
New York
$3.97M 245,427 +229,239 +1,416%
WAM
9
Wolverine Asset Management
Illinois
$3.06M 188,710 +167,176 +776%
Ameriprise
10
Ameriprise
Minnesota
$2.02M 124,485 +33,429 +37%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$1.49M 92,226 -5,342 -5%
WS
12
Wedbush Securities
California
$1.32M 81,768 -4,313 -5%
LPL Financial
13
LPL Financial
California
$1.31M 80,922 -12,841 -14%
Stifel Financial
14
Stifel Financial
Missouri
$1.23M 75,749 -1,820 -2%
QC
15
Quantedge Capital
Singapore
$1.1M 67,712 +67,712 New
RJA
16
Raymond James & Associates
Florida
$845K 52,189 -24,435 -32%
LCM
17
Landscape Capital Management
New Jersey
$660K 40,747 +40,747 New
First Trust Advisors
18
First Trust Advisors
Illinois
$546K 33,728 -18,942 -36%
CA
19
Claro Advisors
Massachusetts
$544K 33,587 +9,855 +42%
KAS
20
Kestra Advisory Services
Texas
$530K 32,757 +1,340 +4%
SFS
21
Shaker Financial Services
Virginia
$523K 32,315 +6,443 +25%
Invesco
22
Invesco
Georgia
$520K 32,107 -14,202 -31%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$428K 26,091 -1,081 -4%
COLIM
24
City of London Investment Management
United Kingdom
$405K 24,982 -1,891 -7%
SC
25
Stolper & Co
Oklahoma
$403K 24,864 +174 +0.7%
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