Virtus Artificial Intelligence & Technology Opportunities Fund

AIO

Exchange: NYSE
SEC CIK: 0001778114

SEC filings (opens in a new tab)

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.

Q4 2021 vs. Q3 2021

How the institutions holding Virtus Artificial Intelligence & Technology Opportunities Fund changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of AIO: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Q4 2021	Change
Holders	53	54	+1
Shares	5.54M	5.23M	−306.8K (−5.5%)
Value	$147.8M	$129.8M	−$18.1M (−12.2%)

New holders (9)

Institutions that held Virtus Artificial Intelligence & Technology Opportunities Fund at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to AIO in Q4 2021
Institution	Shares	Value	% of portfolio
Landscape Capital Management, L.L.C.	21,425	$531.0K	0.07%
Amplius Wealth Advisors, LLC	17,869	$442.0K	0.06%
Commonwealth Equity Services, LLC	10,376	$257.0K	0.00%
Steward Partners Investment Advisory, LLC	4,300	$107.0K	0.00%
Moisand Fitzgerald Tamayo, LLC	1,250	$31.0K	0.01%
Larson Financial Group LLC	295	$7.00K	0.00%
Umb Bank N A	175	$4.00K	0.00%
Rosenberg Matthew Hamilton	100	$2.00K	0.00%
Signet Financial Management, LLC	40	$1.00K	0.00%

Sold out (8)

Institutions that held Virtus Artificial Intelligence & Technology Opportunities Fund at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of AIO in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Shaker Financial Services, LLC	89,874	$2.40M
Rivernorth Capital Management, LLC	85,227	$2.26M
Golden State Equity Partners	27,031	$721.0K
Altfest L J & Co Inc	13,222	$353.0K
D.A. Davidson & Co.	8,000	$213.0K
FNY Investment Advisers, LLC	2,000	$53.0K
First National Bank of South Miami	100	$3.00K
FMR LLC	2	$0