Stock AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND
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Company Virtus Artificial Intelligence & Technology Opportunities Fund

Equities

AIO

US92838Y1001

Closed End Funds

Market Closed - Nyse
Other stock markets
 16:00:02 2024-04-26 EDT 		5-day change 1st Jan Change
19.43 USD +1.41% Intraday chart for Virtus Artificial Intelligence & Technology Opportunities Fund +3.57% +11.67%
2022 Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund will Change its Name to Virtus Artificial Intelligence & Technology Opportunities Fund CI
2021 Insider Buy: Virtus Allianzgi Artificial Intelligence & Technology Opportunities Fund MT

Business Summary

Virtus Artificial Intelligence & Technology Opportunities Fund (the Fund) is a diversified, closed-end management investment company. The Fund seeks to generate a stable income stream and growth of capital by focusing on one of the most significant long-term secular growth opportunities in markets. The Fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in a combination of securities issued by artificial intelligence companies and in other companies. The Fund invests in a growing universe of opportunities across a broad spectrum of technologies and sectors embracing the disruptive power of artificial intelligence and other new technologies. The Fund's investment advisor is Virtus Investment Advisers, Inc., and its investment subadvisor is Voya Investment Management Co. LLC.

Sales per Business

USD in Million2023Weight2024Weight Delta
Investment and Related Activities
100.0 %
8 100.0 % 47 100.0 % +511.48%

Sales per region

USD in Million2023Weight2024Weight Delta
United States
100.0 %
8 100.0 % 47 100.0 % +511.48%

Managers

Managers TitleAgeSince
George Aylward CEO
 Chief Executive Officer 59 20-12-31
William Patrick Bradley DFI
 Director of Finance/CFO 52 20-12-31
Nancy Engberg CMP
 Compliance Officer 68 20-12-31
Richard Smirl PRN
 Corporate Officer/Principal 56 20-12-31
Nikita Thaker AUD
 Comptroller/Controller/Auditor 46 20-12-31
Craig Ruckman PRN
 Corporate Officer/Principal 47 19-05-23
Debra Rubano PRN
 Corporate Officer/Principal 49 19-05-23
Jennifer S. Fromm LAW
 General Counsel 51 20-12-31
Orhan Dzemaili PRN
 Corporate Officer/Principal 50 19-05-23
Richard J. Cochran PRN
 Corporate Officer/Principal 63 19-05-23

Members of the board

Members of the board TitleAgeSince
Geraldine McNamara BRD
 Director/Board Member 73 22-12-31
George Aylward CEO
 Chief Executive Officer 59 20-12-31
R. Walton BRD
 Director/Board Member 59 21-12-31
Brian Zino BRD
 Director/Board Member 72 21-12-31
Deborah DeCotis BRD
 Director/Board Member 71 18-12-31
Philip McLoughlin CHM
 Chairman 78 20-12-31
Sarah Cogan BRD
 Director/Board Member 68 19-09-30
F. Drummond BRD
 Director/Board Member 61 18-12-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 34,340,972 34,337,215 ( 99.99 %) 0 99.99 %

Shareholders

NameEquities%Valuation
Karpus Management, Inc.
2.780 %
954,715 2.780 % 19 M $
Morgan Stanley Smith Barney LLC
1.996 %
685,608 1.996 % 14 M $
Wells Fargo Bank NA
1.747 %
600,063 1.747 % 12 M $
Advisors Asset Management, Inc.
1.394 %
478,707 1.394 % 10 M $
UBS Financial Services, Inc.
1.109 %
380,838 1.109 % 8 M $
Bank of America, NA (Charlotte, North Carolina)
0.9795 %
336,365 0.9795 % 7 M $
RBC Trust Co. Delaware Ltd.
0.7709 %
264,748 0.7709 % 5 M $
Ameriprise Financial Services LLC
0.7179 %
246,545 0.7179 % 5 M $
Wolverine Asset Management LLC
0.3936 %
135,163 0.3936 % 3 M $
Stifel, Nicolaus & Co., Inc.
0.2988 %
102,602 0.2988 % 2 M $

Company contact information

Virtus Artificial Intelligence & Technology Opportunities Fund

101 Munson Street

01301-9668, Greenfield

+212 739 3000

address Virtus Artificial Intelligence & Technology Opportunities Fund(AIO)

Sector

Financials
Collective Investments
Collective Investments
Closed End Funds
Closed End Funds

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