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.
Q4 2023 vs. Q3 2023
How the institutions holding Virtus Artificial Intelligence & Technology Opportunities Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 49 | 57 | +8 |
| Shares | 4.67M | 5.27M | +602.2K (+12.9%) |
| Value | $77.1M | $91.7M | +$14.6M (+19.0%) |
New holders (11)
Institutions that held Virtus Artificial Intelligence & Technology Opportunities Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Landscape Capital Management, L.L.C. | 95,315 | $1.66M | 0.15% |
| Cornerstone Advisors, LLC | 26,425 | $459.8K | 0.02% |
| Quantedge Capital Pte Ltd | 17,952 | $312.4K | 0.15% |
| Weiss Asset Management LP | 16,846 | $293.1K | 0.02% |
| Wiley Bros.-Aintree Capital, LLC | 13,285 | $227.6K | 0.06% |
| GTS Securities LLC | 10,999 | $191.4K | 0.00% |
| Creekmur Asset Management LLC | 7,989 | $139.0K | 0.04% |
| LM Advisors LLC | 4,640 | $80.7K | 0.02% |
| Northwestern Mutual Wealth Management Co | 3,481 | $60.6K | 0.00% |
| US Bancorp | 1,000 | $17.4K | 0.00% |
| Proequities, Inc. | 140 | $2.44K | 0.00% |
Sold out (3)
Institutions that held Virtus Artificial Intelligence & Technology Opportunities Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Kingswood Wealth Advisors, LLC | 14,114 | $233.0K |
| Larson Financial Group LLC | 720 | $11.9K |
| Sound Income Strategies, LLC | 342 | $5.65K |