AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

52 hedge funds and large institutions have $94.4M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
52
Holders Change
-5
Holders Change %
-8.77%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.6M
2
Ameriprise
2
Ameriprise
Minnesota
$5.78M
3
HIC
3
Hartline Investment Corp
Illinois
$331K
4
First Trust Advisors
4
First Trust Advisors
Illinois
$775K
5
UBS Group
5
UBS Group
Switzerland
$8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.8M
2
KIM
2
Karpus Investment Management
New York
$13.8M
3
Wells Fargo
3
Wells Fargo
California
$7.97M
4
WAM
4
Wolverine Asset Management
Illinois
$37.1K
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.8M 838,529 -532,687 -39%
KIM
2
Karpus Investment Management
New York
$13.8M 687,887 -266,828 -28%
AAM
3
Advisors Asset Management
Colorado
$9.15M 455,827 -22,880 -5%
UBS Group
4
UBS Group
Switzerland
$8M 398,385 +13,945 +4%
Wells Fargo
5
Wells Fargo
California
$7.97M 396,908 -203,155 -34%
Bank of America
6
Bank of America
North Carolina
$7.6M 378,653 +42,288 +13%
Ameriprise
7
Ameriprise
Minnesota
$5.78M 287,526 +40,981 +17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.51M 274,359 +9,611 +4%
Stifel Financial
9
Stifel Financial
Missouri
$2.01M 99,944 -2,658 -3%
SPIA
10
Steward Partners Investment Advisory
New York
$1.88M 93,810 +8,206 +10%
WS
11
Wedbush Securities
California
$1.54M 76,777 +2,505 +3%
RJA
12
Raymond James & Associates
Florida
$1.32M 65,774 -8,874 -12%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.26M 62,660 +7,900 +14%
SC
14
Sykon Capital
New York
$1.12M 55,727 +77 +0.1%
LPL Financial
15
LPL Financial
California
$1M 49,929 +2,916 +6%
First Trust Advisors
16
First Trust Advisors
Illinois
$775K 38,597 +16,316 +73%
LCM
17
Landscape Capital Management
New Jersey
$717K 35,726 -59,589 -63%
KAS
18
Kestra Advisory Services
Texas
$708K 35,280 +777 +2%
OC
19
Oppenheimer & Co
New York
$613K 30,531 +3,816 +14%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$604K 30,094 +12,884 +75%
Osaic Holdings
21
Osaic Holdings
Arizona
$584K 29,082 +768 +3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$484K 24,107 +5,178 +27%
C
23
Certuity
Florida
$444K 22,119 – –
MC
24
Moors & Cabot
Massachusetts
$391K 19,503 – –
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$356K 17,743 -7,585 -30%
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