Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund: insider trades · United States · SEC (Form 4)

About Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund

Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund is a U.S.-listed closed-end fund traded on the NYSE under the ticker AIO, and it is based in the United States. For investors, it should be viewed not as an operating company but as an actively managed investment vehicle designed to provide thematic exposure to artificial intelligence and technology opportunities through a multi-asset mandate. The fund’s structure allows it to invest across both equity and debt securities, which can differentiate it from a plain-vanilla technology equity fund and may appeal to investors seeking a blend of growth exposure and income-oriented distribution policy. ([stockanalysis.com](https://stockanalysis.com/stocks/aio/company/)) The fund was launched in 2019 and originally carried the AllianzGI branding. It later changed its name to Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund as part of a broader strategic partnership between AllianzGI U.S. and Virtus Investment Partners. In 2021, the fund’s name was updated while its investment objective and NYSE ticker remained unchanged. In 2022, the subadvisory structure changed again after AllianzGI’s U.S. fund-management restrictions, with shareholders approving a new subadvisory arrangement. This history is important because it shows the fund has been shaped by sponsor and governance transitions rather than by a shift in its core strategy. ([businesswire.com](https://www.businesswire.com/news/home/20210122005489/en/AllianzGI-Closed-End-Funds-Announce-Fund-Name-Changes)) Strategically, AIO targets companies that are either direct participants in artificial intelligence or stand to benefit from AI-driven and broader technology-led disruption. According to the fund’s materials, it normally invests at least 80% of net assets in securities tied to artificial intelligence companies and other businesses benefiting from AI and technology opportunities. The portfolio approach is fundamentally research-driven and multi-asset, seeking to allocate dynamically across segments that offer attractive risk/reward characteristics. In practical terms, that can mean exposure to software, semiconductors, digital infrastructure, data-centric businesses, and other innovation-intensive areas. ([virtus.com](https://www.virtus.com/assets/files/41w/virtus_artificial_intelligence_technology_opportunities-fund_factsheet_1372.pdf?utm_source=openai)) From a competitive standpoint, the fund sits in a crowded U.S. market for technology and AI-themed products, where passive ETFs, active mutual funds, and closed-end funds all compete for investor attention. AIO’s main differentiators are its closed-end structure, active security selection, and the ability to combine equity and debt exposure within a single thematic wrapper. The fund also uses a managed distribution plan intended to maintain a relatively stable payout level, which can be attractive to income-focused investors but also means distributions may include return of capital if portfolio income and gains are insufficient. Shares trade on the NYSE, and the fund is part of the broader Virtus platform, with public references to Hartford, Connecticut, in company communications and a contact address in Atlanta, Georgia in third-party company profiles. ([ir.virtus.com](https://ir.virtus.com/news/news-details/2026/Virtus-Artificial-Intelligence--Technology-Opportunities-Fund-Discloses-Sources-of-Distribution--Section-19a-Notice-964867152/default.aspx?utm_source=openai)) Recent headlines have centered on distributions rather than operating developments, including monthly payouts in 2025 and 2026 and a special year-end distribution announced in December 2025. The fund also disclosed sources of distribution via Section 19(a) notices, underscoring that investors should not read payout consistency as a direct proxy for portfolio performance. In addition, recent SEC Form 4 activity has been visible in market tracking feeds, which may be relevant for governance monitoring but should be interpreted carefully in the context of a fund vehicle and its affiliated officers. Overall, AIO remains a U.S. NYSE-listed thematic closed-end fund aimed at investors seeking active exposure to the long-term AI and technology opportunity set. ([ir.virtus.com](https://ir.virtus.com/news/news-details/2025/Virtus-Artificial-Intelligence--Technology-Opportunities-Fund-Announces-Special-Year-End-Distribution-and-Discloses-Sources-of-Distribution--Section-19a-Notice/default.aspx?utm_source=openai))