AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

48 hedge funds and large institutions have $91M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Sykon Capital
New York
$752K
2
C
2
Certuity
Florida
$708K
3
UBS Group
3
UBS Group
Switzerland
$7.05M
4
SPIA
4
Steward Partners Investment Advisory
New York
$872K
5
BCA
5
Bay Colony Advisors
Massachusetts
$234K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.7M
2
1CP
2
1607 Capital Partners
Virginia
$1.59M
3
Bank of America
3
Bank of America
North Carolina
$5.29M
4
AAM
4
Advisors Asset Management
Colorado
$8.11M
5
KIM
5
Karpus Investment Management
New York
$26.5M
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$26.5M 1,439,193 -49,755 -3%
Morgan Stanley
2
Morgan Stanley
New York
$11.7M 637,616 -150,764 -19%
Wells Fargo
3
Wells Fargo
California
$8.77M 476,875 -25,143 -5%
AAM
4
Advisors Asset Management
Colorado
$8.11M 440,950 -52,848 -11%
UBS Group
5
UBS Group
Switzerland
$7.05M 382,960 +37,211 +11%
Bank of America
6
Bank of America
North Carolina
$5.29M 287,408 -70,309 -20%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.82M 261,903 -5,977 -2%
Ameriprise
8
Ameriprise
Minnesota
$1.88M 101,533 -14,301 -12%
Stifel Financial
9
Stifel Financial
Missouri
$1.83M 99,348 +4,207 +4%
1CP
10
1607 Capital Partners
Virginia
$1.59M 86,351 -123,835 -59%
WS
11
Wedbush Securities
California
$1.35M 73,112 +325 +0.4%
RJA
12
Raymond James & Associates
Florida
$1.32M 71,603 +2,785 +4%
LPL Financial
13
LPL Financial
California
$891K 48,440 +4,033 +9%
SPIA
14
Steward Partners Investment Advisory
New York
$872K 47,400 +27,500 +138%
SC
15
Sykon Capital
New York
$752K 40,850 +40,850 New
C
16
Certuity
Florida
$708K 38,500 +38,500 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$667K 36,233 -530 -1%
KAS
18
Kestra Advisory Services
Texas
$625K 33,958 +1,347 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$574K 31,174 +11,934 +62%
CA
20
Claro Advisors
Massachusetts
$556K 30,202 +59 +0.2%
AWS
21
Atria Wealth Solutions
New York
$504K 27,170 -825 -3%
Osaic Holdings
22
Osaic Holdings
Arizona
$495K 26,926 -2,153 -7%
OC
23
Oppenheimer & Co
New York
$494K 26,850 +3,852 +17%
MC
24
Moors & Cabot
Massachusetts
$364K 19,803 – –
DWM
25
Dakota Wealth Management
Florida
$362K 19,675 -60 -0.3%
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