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.
Q3 2021 vs. Q2 2021
How the institutions holding Virtus Artificial Intelligence & Technology Opportunities Fund changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Q3 2021 | Change |
|---|---|---|---|
| Holders | 48 | 53 | +5 |
| Shares | 5.04M | 5.54M | +503.9K (+10.0%) |
| Value | $139.6M | $147.8M | +$8.19M (+5.9%) |
New holders (7)
Institutions that held Virtus Artificial Intelligence & Technology Opportunities Fund at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Parametric Portfolio Associates LLC | 178,384 | $4.76M | 0.00% |
| Rivernorth Capital Management, LLC | 85,227 | $2.26M | 0.12% |
| Laidlaw Wealth Management LLC | 17,691 | $472.0K | 0.12% |
| Quantedge Capital Pte Ltd | 8,500 | $227.0K | 0.11% |
| Harbour Investments, Inc. | 1,190 | $32.0K | 0.00% |
| Blue Bell Private Wealth Management, LLC | 800 | $21.0K | 0.01% |
| First National Bank of South Miami | 100 | $3.00K | 0.00% |
Sold out (2)
Institutions that held Virtus Artificial Intelligence & Technology Opportunities Fund at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Lido Advisors, LLC | 21,701 | $604.0K |
| Newbridge Financial Services Group, Inc. | 1,500 | $42.0K |