AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

63 hedge funds and large institutions have $130M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
63
Holders Change
+12
Holders Change %
+23.53%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
25
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$2.27M
2
Morgan Stanley
2
Morgan Stanley
New York
$30.3M
3
Bank of America
3
Bank of America
North Carolina
$15.1M
4
CW
4
CreativeOne Wealth
Kansas
$1.11M
5
DC
5
Davenport & Co
Virginia
$806K

Top Sellers

1
SA
1
Sanctuary Advisors
Indiana
$1.01M
2
SFS
2
Shaker Financial Services
Virginia
$227K
3
WS
3
Wedbush Securities
California
$1.4M
4
C
4
Certuity
Florida
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.3M 1,228,926 +84,337 +7%
Bank of America
2
Bank of America
North Carolina
$15.1M 612,345 +53,449 +10%
Wells Fargo
3
Wells Fargo
California
$14.9M 604,143 -1,851 -0.3%
AAM
4
Advisors Asset Management
Colorado
$13.5M 548,499 +13,797 +3%
UBS Group
5
UBS Group
Switzerland
$10.7M 433,247 +4,404 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.19M 332,035 +17,288 +5%
Ameriprise
7
Ameriprise
Minnesota
$6.24M 253,052 +6,975 +3%
SPIA
8
Steward Partners Investment Advisory
New York
$3.15M 127,600 +11,513 +10%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.41M 97,836 +20,839 +27%
Stifel Financial
10
Stifel Financial
Missouri
$2.3M 93,272 -10,496 -10%
Raymond James Financial
11
Raymond James Financial
Florida
$2.27M 92,139 +92,139 New
LPL Financial
12
LPL Financial
California
$1.42M 57,571 +920 +2%
WS
13
Wedbush Securities
California
$1.4M 56,794 -19,900 -26%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$1.31M 53,266 +22,367 +72%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$1.3M 52,786 +4,416 +9%
CW
16
CreativeOne Wealth
Kansas
$1.11M 45,093 +45,093 New
OC
17
Oppenheimer & Co
New York
$1.03M 41,771 +8,342 +25%
SC
18
Sykon Capital
New York
$1.02M 41,300 -875 -2%
SA
19
Sanctuary Advisors
Indiana
$1.01M 40,329 -48,450 -55%
First Trust Advisors
20
First Trust Advisors
Illinois
$995K 40,342 +925 +2%
DC
21
Davenport & Co
Virginia
$806K 32,700 +32,700 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$701K 28,409 +1,180 +4%
KWA
23
Kingswood Wealth Advisors
California
$554K 22,455 +4,504 +25%
SWA
24
Serenus Wealth Advisors
California
$545K 22,119 +22,119 New
SWM
25
SeaCrest Wealth Management
New York
$526K 21,350 -2,800 -12%
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