AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Overview Fund Activity

63 hedge funds and large institutions have $134M invested in Virtus Artificial Intelligence & Technology Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
27
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$18.8M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
$2.52M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$683K
4
Ameriprise
Ameriprise
Minnesota
$7.21M
5
AAM
Advisors Asset Management
Colorado
$12.8M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
2
AG
AmeriFlex Group
Nevada
$0
3
SFS
Shaker Financial Services
Virginia
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.4M +$233K +9,385 +0.8%
Bank of America
2
Bank of America
North Carolina
$18.8M +$955K +38,458 +5%
Wells Fargo
3
Wells Fargo
California
$15.6M +$55.9K +2,251 +0.4%
AAM
4
Advisors Asset Management
Colorado
$12.8M +$588K +23,695 +5%
UBS Group
5
UBS Group
Switzerland
$11.1M +$59.5K +2,397 +0.5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.28M +$480K +19,352 +6%
Ameriprise
7
Ameriprise
Minnesota
$7.21M +$596K +24,009 +9%
SPIA
8
Steward Partners Investment Advisory
New York
$3.5M +$186K +7,497 +6%
Raymond James Financial
9
Raymond James Financial
Florida
$2.67M +$218K +8,776 +9%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$2.52M +$912K +36,748 +57%
Stifel Financial
11
Stifel Financial
Missouri
$2.13M +$334K +13,471 +19%
LPL Financial
12
LPL Financial
California
$1.85M +$394K +15,884 +27%
OC
13
Oppenheimer & Co
New York
$1.54M +$9.95K +401 +0.7%
WS
14
Wedbush Securities
California
$1.35M -$52.1K -2,098 -4%
SA
15
Strategic Advocates
Utah
$1.13M +$85K +3,425 +8%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$1.11M +$21.6K +875 +2%
First Trust Advisors
17
First Trust Advisors
Illinois
$986K -$13.9K -559 -1%
SWM
18
SeaCrest Wealth Management
New York
$884K +$390K +15,700 +79%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$843K +$149K +6,019 +22%
SC
20
Sykon Capital
New York
$842K -$184K -7,394 -18%
DC
21
Davenport & Co
Virginia
$839K -$236K -9,500 -22%
CW
22
CreativeOne Wealth
Kansas
$825K -$92.5K -3,727 -10%
KWA
23
Kingswood Wealth Advisors
California
$733K +$144K +5,796 +24%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$683K +$683K +27,511 New
SWA
25
Serenus Wealth Advisors
California
$549K – – –
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