AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

57 hedge funds and large institutions have $104M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
29
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.9M
2
WAM
2
Wolverine Asset Management
Illinois
$2.35M
3
Wells Fargo
3
Wells Fargo
California
$10.4M
4
LCM
4
Landscape Capital Management
New Jersey
$1.66M
5
SFS
5
Shaker Financial Services
Virginia
$1.42M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$8.33M
2
UBS Group
2
UBS Group
Switzerland
$6.69M
3
C
3
Certuity
Florida
$385K
4
SC
4
Sykon Capital
New York
$968K
5
AWS
5
Atria Wealth Solutions
New York
$222K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.9M 1,371,216 +739,521 +117%
KIM
2
Karpus Investment Management
New York
$16.6M 954,715 +34,806 +4%
Wells Fargo
3
Wells Fargo
California
$10.4M 600,063 +121,741 +25%
AAM
4
Advisors Asset Management
Colorado
$8.33M 478,707 -23,568 -5%
UBS Group
5
UBS Group
Switzerland
$6.69M 384,440 -20,304 -5%
Bank of America
6
Bank of America
North Carolina
$5.85M 336,365 +39,216 +13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.61M 264,748 -2,933 -1%
Ameriprise
8
Ameriprise
Minnesota
$4.29M 246,545 +4,295 +2%
WAM
9
Wolverine Asset Management
Illinois
$2.35M 135,163 +128,341 +1,881%
Stifel Financial
10
Stifel Financial
Missouri
$1.79M 102,602 +11,370 +12%
LCM
11
Landscape Capital Management
New Jersey
$1.66M 95,315 +95,315 New
SPIA
12
Steward Partners Investment Advisory
New York
$1.49M 85,604 +8,690 +11%
SFS
13
Shaker Financial Services
Virginia
$1.42M 81,204 +44,210 +120%
RJA
14
Raymond James & Associates
Florida
$1.3M 74,648 +20,821 +39%
WS
15
Wedbush Securities
California
$1.29M 74,272 +964 +1%
SC
16
Sykon Capital
New York
$968K 55,650 -15,000 -21%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$953K 54,760 +10,700 +24%
Walleye Capital
18
Walleye Capital
New York
$842K 48,402 +37,919 +362%
LPL Financial
19
LPL Financial
California
$818K 47,013 -3,954 -8%
KAS
20
Kestra Advisory Services
Texas
$600K 34,503 +8,053 +30%
CA
21
Claro Advisors
Massachusetts
$549K 31,556 +733 +2%
Osaic Holdings
22
Osaic Holdings
Arizona
$493K 28,314 -7,984 -22%
OC
23
Oppenheimer & Co
New York
$465K 26,715 +1,406 +6%
CA
24
Cornerstone Advisors
North Carolina
$460K 26,425 +26,425 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$441K 25,328 -17 -0.1%
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