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 2023 vs. Q1 2023
How the institutions holding Virtus Artificial Intelligence & Technology Opportunities Fund changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 50 | 48 | −2 |
| Shares | 5.33M | 4.95M | −380.7K (−7.1%) |
| Value | $92.7M | $91.0M | −$1.68M (−1.8%) |
New holders (7)
Institutions that held Virtus Artificial Intelligence & Technology Opportunities Fund at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Sykon Capital LLC | 40,850 | $751.6K | 0.52% |
| Camden Capital, LLC | 38,500 | $708.4K | 0.08% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,743 | $234.5K | 0.06% |
| Prevail Innovative Wealth Advisors, LLC | 12,585 | $231.6K | 0.13% |
| Kingswood Wealth Advisors, LLC | 12,276 | $225.9K | 0.07% |
| Rockefeller Capital Management L.P. | 5,794 | $106.6K | 0.00% |
| Trust Co of Vermont | 693 | $12.8K | 0.00% |
Sold out (9)
Institutions that held Virtus Artificial Intelligence & Technology Opportunities Fund at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Stockman Wealth Management, Inc. | 16,831 | $292.9K |
| Kovack Advisors, Inc. | 16,501 | $287.1K |
| Commonwealth Equity Services, LLC | 14,714 | $256.0K |
| Elequin Capital LP | 1,539 | $26.8K |
| Advisory Services Network, LLC | 694 | $12.1K |
| Creative Financial Designs Inc | 141 | $2.46K |
| Belpointe Asset Management LLC | 100 | $1.74K |
| JPMorgan Chase & Co | 50 | $870 |
| FMR LLC | 1 | $17 |