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.
Q1 2023 vs. Q4 2022
How the institutions holding Virtus Artificial Intelligence & Technology Opportunities Fund changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Q1 2023 | Change |
|---|---|---|---|
| Holders | 57 | 50 | −7 |
| Shares | 6.01M | 5.33M | −680.7K (−11.3%) |
| Value | $97.3M | $92.7M | −$4.55M (−4.7%) |
New holders (3)
Institutions that held Virtus Artificial Intelligence & Technology Opportunities Fund at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Kovack Advisors, Inc. | 16,501 | $287.1K | 0.04% |
| Level Four Advisory Services, LLC | 12,730 | $221.5K | 0.01% |
| Ancora Advisors, LLC | 100 | $1.74K | 0.00% |
Sold out (10)
Institutions that held Virtus Artificial Intelligence & Technology Opportunities Fund at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Cornerstone Advisors, LLC | 478,689 | $7.75M |
| Wolverine Asset Management LLC | 207,775 | $3.36M |
| Landscape Capital Management, L.L.C. | 35,639 | $577.0K |
| Shaker Financial Services, LLC | 26,666 | $435.7K |
| Cohen & Steers, Inc. | 17,933 | $290.0K |
| Rockefeller Capital Management L.P. | 6,794 | $109.0K |
| Money Concepts Capital Corp | 1,500 | $24.3K |
| M&R Capital Management Inc | 1,456 | $23.6K |
| Sugarloaf Wealth Management, LLC | 280 | $4.53K |
| Salem Investment Counselors Inc | 0 | $262 |