Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
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.
77% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 13
1% more ownership
Funds ownership: 13.83% → 14.83% (+1%)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
2% less funds holding
Funds holding: 53 → 52 (-1)
7% less capital invested
Capital invested by funds: $85.4M → $79.3M (-$6.01M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$7.26M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.55M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$659K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$627K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$363K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HT
HighTower Trust
Houston,
Texas
|
-$9.18M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.49M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.03M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$508K |
| 5 |
SC
Stolper & Co
Tulsa,
Oklahoma
|
-$403K |
AIO Hedge Fund Activity: Q3 2022 in Review
52 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) for Q3 2022, worth a combined $79.3M — down 7% from $85.4M a quarter earlier.
Fund positioning in AIO was balanced in Q3 2022: 6 funds opened new positions, 6 closed out, 23 added to existing stakes and 13 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $7.26M. The largest seller was HighTower Trust, exiting entirely with an estimated $9.18M sold.
- 52 institutional investors held Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of Q3 2022, down from 53 in Q2 2022.
- Funds reported $79.3M of Virtus Artificial Intelligence & Technology Opportunities Fund stock for Q3 2022, down 7% quarter-over-quarter.
- 6 funds opened new Virtus Artificial Intelligence & Technology Opportunities Fund positions in Q3 2022 and 6 closed out, a net change of 0 holders.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund buyer in Q3 2022 was Karpus Investment Management, an estimated $7.26M added.
- The largest Virtus Artificial Intelligence & Technology Opportunities Fund seller in Q3 2022 was HighTower Trust, an estimated $9.18M sold.
Based on aggregated 13F filings for Q3 2022.