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 2024 vs. Q4 2023
How the institutions holding Virtus Artificial Intelligence & Technology Opportunities Fund changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 57 | 52 | −5 |
| Shares | 5.27M | 4.70M | −567.3K (−10.8%) |
| Value | $91.7M | $94.4M | +$2.64M (+2.9%) |
New holders (5)
Institutions that held Virtus Artificial Intelligence & Technology Opportunities Fund at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Hartline Investment Corp | 16,504 | $331.2K | 0.06% |
| Kingswood Wealth Advisors, LLC | 13,436 | $269.7K | 0.03% |
| SeaCrest Wealth Management, LLC | 10,000 | $200.7K | 0.02% |
| JPMorgan Chase & Co | 348 | $6.98K | 0.00% |
| FMR LLC | 1 | $20 | 0.00% |
Sold out (10)
Institutions that held Virtus Artificial Intelligence & Technology Opportunities Fund at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Shaker Financial Services, LLC | 81,204 | $1.42M |
| Walleye Capital LLC | 48,402 | $842.2K |
| Cornerstone Advisors, LLC | 26,425 | $459.8K |
| Quantedge Capital Pte Ltd | 17,952 | $312.4K |
| Weiss Asset Management LP | 16,846 | $293.1K |
| FNY Investment Advisers, LLC | 5,000 | $87.0K |
| LM Advisors LLC | 4,640 | $80.7K |
| Elequin Capital LP | 4,391 | $76.4K |
| Trust Co of Vermont | 693 | $12.1K |
| Advisory Services Network, LLC | 655 | $11.4K |