AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

51 hedge funds and large institutions have $110M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.3M
2
SFS
2
Shaker Financial Services
Virginia
$797K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.92M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$598K
5
UBS Group
5
UBS Group
Switzerland
$9.42M

Top Sellers

1
PIWA
1
Prevail Innovative Wealth Advisors
Kansas
$0
2
KAS
2
Kestra Advisory Services
Texas
$0
3
SA
3
Sanctuary Advisors
Indiana
$2.09M
4
Mariner
4
Mariner
Kansas
$0
5
KPWS
5
Kestra Private Wealth Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.1M 1,144,589 -5,835 -0.5%
Wells Fargo
2
Wells Fargo
California
$13.3M 605,994 +182,069 +43%
Bank of America
3
Bank of America
North Carolina
$12.3M 558,896 +17,905 +3%
AAM
4
Advisors Asset Management
Colorado
$11.7M 534,702 +19,458 +4%
UBS Group
5
UBS Group
Switzerland
$9.42M 428,843 +24,596 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.92M 314,747 +33,434 +12%
Ameriprise
7
Ameriprise
Minnesota
$5.41M 246,077 +14,960 +6%
SPIA
8
Steward Partners Investment Advisory
New York
$2.55M 116,087 +4,963 +4%
Stifel Financial
9
Stifel Financial
Missouri
$2.28M 103,768 -255 -0.2%
SA
10
Sanctuary Advisors
Indiana
$2.09M 88,779 -12,961 -13%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.69M 76,997 +6,570 +9%
WS
12
Wedbush Securities
California
$1.69M 76,694 +620 +0.8%
RJA
13
Raymond James & Associates
Florida
$1.35M 61,413 +1,377 +2%
LPL Financial
14
LPL Financial
California
$1.24M 56,651 +8,476 +18%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$1.06M 48,370 +3,171 +7%
SC
16
Sykon Capital
New York
$927K 42,175 -875 -2%
First Trust Advisors
17
First Trust Advisors
Illinois
$866K 39,417 -607 -2%
SFS
18
Shaker Financial Services
Virginia
$797K 36,297 +36,297 New
OC
19
Oppenheimer & Co
New York
$734K 33,429 +3,487 +12%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$679K 30,899 +21,299 +222%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$598K 27,229 +27,229 New
SWM
22
SeaCrest Wealth Management
New York
$531K 24,150 +7,600 +46%
C
23
Certuity
Florida
$486K 22,119 – –
MC
24
Moors & Cabot
Massachusetts
$428K 19,503 – –
P
25
&Partners
Tennessee
$416K 18,938 +803 +4%
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