AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

52 hedge funds and large institutions have $79.3M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.5M 929,890 +2,427 +0.3%
KIM
2
Karpus Investment Management
New York
$10.4M 666,465 +421,038 +172%
Wells Fargo
3
Wells Fargo
California
$8.46M 542,707 +38,203 +8%
AAM
4
Advisors Asset Management
Colorado
$6.67M 427,761 +36,361 +9%
CA
5
Cornerstone Advisors
North Carolina
$6.12M 393,061 +89,861 +30%
Bank of America
6
Bank of America
North Carolina
$5.75M 369,211 +3,865 +1%
UBS Group
7
UBS Group
Switzerland
$5.41M 347,256 -59,520 -15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.15M 266,528 -29,499 -10%
WAM
9
Wolverine Asset Management
Illinois
$3.06M 196,421 +7,711 +4%
Ameriprise
10
Ameriprise
Minnesota
$1.62M 104,205 -20,280 -16%
Stifel Financial
11
Stifel Financial
Missouri
$1.46M 93,588 +17,839 +24%
QC
12
Quantedge Capital
Singapore
$1.34M 85,812 +18,100 +27%
WS
13
Wedbush Securities
California
$1.19M 76,611 -5,157 -6%
RJA
14
Raymond James & Associates
Florida
$930K 59,704 +7,515 +14%
LPL Financial
15
LPL Financial
California
$917K 58,884 -22,038 -27%
KAS
16
Kestra Advisory Services
Texas
$548K 35,157 +2,400 +7%
CA
17
Claro Advisors
Massachusetts
$544K 33,587
AWS
18
Atria Wealth Solutions
New York
$507K 32,219 +21,044 +188%
First Trust Advisors
19
First Trust Advisors
Illinois
$493K 31,651 -2,077 -6%
BRWA
20
B. Riley Wealth Advisors
Florida
$420K 26,898 +14,770 +122%
LCM
21
Landscape Capital Management
New Jersey
$374K 23,997 -16,750 -41%
Osaic Holdings
22
Osaic Holdings
Arizona
$363K 23,367 +4,279 +22%
Invesco
23
Invesco
Georgia
$324K 20,789 -11,318 -35%
MC
24
Moors & Cabot
Massachusetts
$310K 19,923 +186 +0.9%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$308K 19,770 -6,321 -24%