AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

53 hedge funds and large institutions have $100M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
21
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$25M
2
Bank of America
2
Bank of America
North Carolina
$11.7M
3
SA
3
Sanctuary Advisors
Indiana
$1.98M
4
AAM
4
Advisors Asset Management
Colorado
$11.2M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$981K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$0
2
Ameriprise
2
Ameriprise
Minnesota
$5.06M
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$264K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25M 1,150,424 +311,895 +37%
Bank of America
2
Bank of America
North Carolina
$11.7M 540,991 +162,338 +43%
AAM
3
Advisors Asset Management
Colorado
$11.2M 515,244 +59,417 +13%
Wells Fargo
4
Wells Fargo
California
$9.2M 423,925 +27,017 +7%
UBS Group
5
UBS Group
Switzerland
$8.78M 404,247 +5,862 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.11M 281,313 +6,954 +3%
Ameriprise
7
Ameriprise
Minnesota
$5.06M 231,117 -56,409 -20%
SPIA
8
Steward Partners Investment Advisory
New York
$2.41M 111,124 +17,314 +18%
Stifel Financial
9
Stifel Financial
Missouri
$2.26M 104,023 +4,079 +4%
SA
10
Sanctuary Advisors
Indiana
$1.98M 101,740 +101,740 New
WS
11
Wedbush Securities
California
$1.65M 76,074 -703 -0.9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.53M 70,427 +7,767 +12%
RJA
13
Raymond James & Associates
Florida
$1.3M 60,036 -5,738 -9%
LPL Financial
14
LPL Financial
California
$1.05M 48,175 -1,754 -4%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$981K 45,199 +45,199 New
SC
16
Sykon Capital
New York
$935K 43,050 -12,677 -23%
First Trust Advisors
17
First Trust Advisors
Illinois
$869K 40,024 +1,427 +4%
PIWA
18
Prevail Innovative Wealth Advisors
Kansas
$815K 37,561 +37,561 New
KAS
19
Kestra Advisory Services
Texas
$778K 35,829 +549 +2%
OC
20
Oppenheimer & Co
New York
$650K 29,942 -589 -2%
C
21
Certuity
Florida
$480K 22,119 – –
MC
22
Moors & Cabot
Massachusetts
$423K 19,503 – –
P
23
&Partners
Tennessee
$394K 18,135 +4,850 +37%
CD
24
Chapin Davis
Maryland
$389K 17,900 +1,050 +6%
KWA
25
Kingswood Wealth Advisors
California
$387K 17,846 +4,410 +33%
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