AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

50 hedge funds and large institutions have $92.5M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
50
Holders Change
-6
Holders Change %
-10.71%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
24
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$3.66M
2
KIM
2
Karpus Investment Management
New York
$25.9M
3
AAM
3
Advisors Asset Management
Colorado
$8.59M
4
Ameriprise
4
Ameriprise
Minnesota
$2.02M
5
KA
5
Kovack Advisors
Florida
$287K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
QC
3
Quantedge Capital
Singapore
$730K
4
Wells Fargo
4
Wells Fargo
California
$8.74M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$25.9M 1,488,948 +55,777 +4%
Morgan Stanley
2
Morgan Stanley
New York
$13.7M 788,380 -6,652 -0.8%
Wells Fargo
3
Wells Fargo
California
$8.74M 502,018 -48,760 -9%
AAM
4
Advisors Asset Management
Colorado
$8.59M 493,798 +35,893 +8%
Bank of America
5
Bank of America
North Carolina
$6.22M 357,717 +5,375 +2%
UBS Group
6
UBS Group
Switzerland
$6.02M 345,749 +15,701 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.66M 267,880 +8,556 +3%
1CP
8
1607 Capital Partners
Virginia
$3.66M 210,186 +71,516 +52%
Ameriprise
9
Ameriprise
Minnesota
$2.02M 115,834 +33,944 +41%
Stifel Financial
10
Stifel Financial
Missouri
$1.66M 95,141 +1,266 +1%
WS
11
Wedbush Securities
California
$1.27M 72,787 -494 -0.7%
RJA
12
Raymond James & Associates
Florida
$1.2M 68,818 +471 +0.7%
LPL Financial
13
LPL Financial
California
$773K 44,407 -1,602 -3%
QC
14
Quantedge Capital
Singapore
$730K 41,952 -71,400 -63%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$640K 36,763 +858 +2%
KAS
16
Kestra Advisory Services
Texas
$567K 32,611 +732 +2%
CA
17
Claro Advisors
Massachusetts
$524K 30,143 +140 +0.5%
Osaic Holdings
18
Osaic Holdings
Arizona
$506K 29,079 +1,513 +5%
AWS
19
Atria Wealth Solutions
New York
$491K 27,995 -1,475 -5%
OC
20
Oppenheimer & Co
New York
$400K 22,998 +6,553 +40%
BRWA
21
B. Riley Wealth Advisors
Florida
$400K 22,786 +1,624 +8%
First Trust Advisors
22
First Trust Advisors
Illinois
$355K 20,398 -10,377 -34%
SPIA
23
Steward Partners Investment Advisory
New York
$346K 19,900 -850 -4%
MC
24
Moors & Cabot
Massachusetts
$345K 19,803 – –
DWM
25
Dakota Wealth Management
Florida
$343K 19,735 +385 +2%
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