Virtus Artificial Intelligence & Technology Opportunities Fund
AIO- Exchange
- NYSE
- SEC CIK
- 0001778114
In the last 90 days, Virtus Artificial Intelligence & Technology Opportunities Fund insiders filed 0 open-market purchases and 3 sales; 83 institutions reported holding it in 13F filings for Q2 2026, worth $187.3M in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding Virtus Artificial Intelligence & Technology Opportunities Fund changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 41 | 48 | +7 |
| Shares | 4.74M | 5.04M | +292.9K (+6.2%) |
| Value | $126.0M | $139.6M | +$13.6M (+10.8%) |
New holders (11)
Institutions that held Virtus Artificial Intelligence & Technology Opportunities Fund at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisors Asset Management, Inc. | 46,432 | $1.29M | 0.02% |
| Wolverine Asset Management LLC | 40,714 | $1.13M | 0.01% |
| Robinson Capital Management, LLC | 30,000 | $835.0K | 0.45% |
| Golden State Equity Partners | 27,340 | $758.0K | 0.29% |
| Claro Advisors LLC | 15,772 | $437.0K | 0.20% |
| Altfest L J & Co Inc | 13,926 | $386.0K | 0.08% |
| D.A. Davidson & Co. | 8,000 | $222.0K | 0.00% |
| Rockefeller Capital Management L.P. | 2,000 | $55.0K | 0.00% |
| Sound Income Strategies, LLC | 342 | $9.00K | 0.00% |
| Ellis Investment Partners, LLC | 301 | $8.00K | 0.00% |
| FMR LLC | 1 | $0 | 0.00% |
Sold out (4)
Institutions that held Virtus Artificial Intelligence & Technology Opportunities Fund at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Cornerstone Advisors, LLC | 77,889 | $2.07M |
| Steward Partners Investment Advisory, LLC | 8,000 | $212.5K |
| Simon Quick Advisors, LLC | 400 | $10.0K |
| Archer Investment Corp | 230 | $6.11K |