AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

56 hedge funds and large institutions have $97.3M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$23.2M
2
1CP
2
1607 Capital Partners
Virginia
$2.25M
3
CA
3
Cornerstone Advisors
North Carolina
$7.75M
4
EC
4
Elequin Capital
New York
$527K
5
AAM
5
Advisors Asset Management
Colorado
$7.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.9M
2
Ameriprise
2
Ameriprise
Minnesota
$1.33M
3
Invesco
3
Invesco
Georgia
$0
4
UBS Group
4
UBS Group
Switzerland
$5.34M
5
Bank of America
5
Bank of America
North Carolina
$5.7M
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$23.2M 1,433,171 +766,706 +115%
Morgan Stanley
2
Morgan Stanley
New York
$12.9M 795,032 -134,858 -15%
Wells Fargo
3
Wells Fargo
California
$8.92M 550,778 +8,071 +1%
CA
4
Cornerstone Advisors
North Carolina
$7.75M 478,689 +85,628 +22%
AAM
5
Advisors Asset Management
Colorado
$7.41M 457,905 +30,144 +7%
Bank of America
6
Bank of America
North Carolina
$5.7M 352,342 -16,869 -5%
UBS Group
7
UBS Group
Switzerland
$5.34M 330,048 -17,208 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.2M 259,324 -7,204 -3%
WAM
9
Wolverine Asset Management
Illinois
$3.36M 207,775 +11,354 +6%
1CP
10
1607 Capital Partners
Virginia
$2.25M 138,670 +138,670 New
QC
11
Quantedge Capital
Singapore
$1.84M 113,352 +27,540 +32%
Stifel Financial
12
Stifel Financial
Missouri
$1.52M 93,875 +287 +0.3%
Ameriprise
13
Ameriprise
Minnesota
$1.33M 81,890 -22,315 -21%
WS
14
Wedbush Securities
California
$1.19M 73,281 -3,330 -4%
RJA
15
Raymond James & Associates
Florida
$1.11M 68,347 +8,643 +14%
LPL Financial
16
LPL Financial
California
$745K 46,009 -12,875 -22%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$581K 35,905 +26,155 +268%
LCM
18
Landscape Capital Management
New Jersey
$577K 35,639 +11,642 +49%
EC
19
Elequin Capital
New York
$527K 32,535 +32,535 New
KAS
20
Kestra Advisory Services
Texas
$516K 31,879 -3,278 -9%
First Trust Advisors
21
First Trust Advisors
Illinois
$498K 30,775 -876 -3%
CA
22
Claro Advisors
Massachusetts
$486K 30,003 -3,584 -11%
AWS
23
Atria Wealth Solutions
New York
$481K 29,470 -2,749 -9%
Osaic Holdings
24
Osaic Holdings
Arizona
$446K 27,566 +4,199 +18%
SFS
25
Shaker Financial Services
Virginia
$436K 26,666 +12,092 +83%
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