AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

49 hedge funds and large institutions have $77.1M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$15.2M 919,909 -519,284 -36%
Morgan Stanley
2
Morgan Stanley
New York
$10.4M 631,695 -5,921 -0.9%
AAM
3
Advisors Asset Management
Colorado
$8.29M 502,275 +61,325 +14%
Wells Fargo
4
Wells Fargo
California
$7.9M 478,322 +1,447 +0.3%
UBS Group
5
UBS Group
Switzerland
$6.68M 404,744 +21,784 +6%
Bank of America
6
Bank of America
North Carolina
$4.91M 297,149 +9,741 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.42M 267,681 +5,778 +2%
Ameriprise
8
Ameriprise
Minnesota
$4M 242,250 +140,717 +139%
Stifel Financial
9
Stifel Financial
Missouri
$1.51M 91,232 -8,116 -8%
SPIA
10
Steward Partners Investment Advisory
New York
$1.27M 76,914 +29,514 +62%
WS
11
Wedbush Securities
California
$1.21M 73,308 +196 +0.3%
SC
12
Sykon Capital
New York
$1.17M 70,650 +29,800 +73%
RJA
13
Raymond James & Associates
Florida
$889K 53,827 -17,776 -25%
LPL Financial
14
LPL Financial
California
$841K 50,967 +2,527 +5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$727K 44,060 +12,886 +41%
C
16
Certuity
Florida
$636K 38,500
SFS
17
Shaker Financial Services
Virginia
$611K 36,994 +36,994 New
Osaic Holdings
18
Osaic Holdings
Arizona
$599K 36,298 +9,372 +35%
CA
19
Claro Advisors
Massachusetts
$509K 30,823 +621 +2%
AWS
20
Atria Wealth Solutions
New York
$440K 26,549 -621 -2%
KAS
21
Kestra Advisory Services
Texas
$437K 26,450 -7,508 -22%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$418K 25,345 -10,888 -30%
OC
23
Oppenheimer & Co
New York
$418K 25,309 -1,541 -6%
First Trust Advisors
24
First Trust Advisors
Illinois
$369K 22,371 +4,018 +22%
MC
25
Moors & Cabot
Massachusetts
$327K 19,803