RIVERNORTH FLEX MUNI II (RFMZ) Institutional Ownership Changes & 13F Activity
RIVERNORTH FLEX MUNI II (RFMZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Atlas Wealth Llc, Guggenheim Capital Llc, Gateway Wealth Partners, Llc, Ubs Group Ag, and Ifc Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +10,597 | +31.3% | 44,404 | $605.23K | Q2 2026 | Sep 02, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +17,210 | — | 17,210 | $234.57K | Q2 2026 | Aug 18, 2026 |
| Wells Fargo & Company/Mn | Sell | -14,602 | -3.7% | 375,956 | $5.12M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +14,461 | — | 14,461 | $197.10K | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | Sell | -8,900 | -3.4% | 254,285 | $3.47M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -3,290 | -0.9% | 351,752 | $4.79M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +2,503 | +12.2% | 23,009 | $313.61K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +1,461 | +2.7% | 55,733 | $759.64K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +532 | +4.0% | 13,925 | $189.79K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -69,214 | -11.5% | 534,335 | $7.28M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +5,997 | +0.7% | 817,449 | $11.14M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +2,704 | +0.4% | 700,248 | $9.54M | Q2 2026 | Aug 13, 2026 |
| Guggenheim Capital Llc | Buy | +318,435 | +278.1% | 432,947 | $5.90M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -13,043 | -5.6% | 220,563 | $3.01M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +11,494 | +11.4% | 112,523 | $1.53M | Q2 2026 | Aug 12, 2026 |
| Us Bancorp \De\ | Sell | -1,008 | -24.8% | 3,055 | $41.64K | Q2 2026 | Aug 12, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +14,007 | +6.1% | 243,641 | $3.32M | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +12,471 | — | 12,471 | $169.98K | Q2 2026 | Aug 10, 2026 |
| Ifc Advisors Llc | Buy | +36,008 | +120.0% | 66,008 | $899.69K | Q2 2026 | Aug 05, 2026 |
| Gateway Wealth Partners, Llc | Sell | -173,952 | -49.6% | 177,106 | $2.41M | Q2 2026 | Aug 04, 2026 |
| Choreo, Llc | Sell | -552 | -2.1% | 26,345 | $359.08K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +12,736 | +7.3% | 187,033 | $2.55M | Q2 2026 | Aug 03, 2026 |
| Oppenheimer & Co Inc | Sell | -8,435 | -4.5% | 178,522 | $2.43M | Q2 2026 | Aug 03, 2026 |
| Pw Nova Financial Services Llc | Sell | -3,057 | -9.4% | 29,558 | $402.87K | Q2 2026 | Jul 29, 2026 |
| Atlas Wealth Llc | Buy | +350,003 | +298.2% | 467,361 | $6.37M | Q2 2026 | Jul 28, 2026 |
| Wedbush Securities Inc | Buy | +18,635 | +23.7% | 97,281 | $1.33M | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, Llc | Buy | +19,800 | +44.5% | 64,275 | $876.07K | Q2 2026 | Jul 27, 2026 |
| Closed-End Fund Advisors, Inc. | Sell | -6,295 | -4.4% | 135,328 | $1.84M | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, Llc | Buy | +74 | +0.2% | 43,800 | $596.99K | Q2 2026 | Jul 27, 2026 |
| Xml Financial, Llc | Sell | -3,000 | -23.1% | 10,000 | $136.30K | Q2 2026 | Jul 24, 2026 |
Frequently asked questions about RFMZ activity
Which institutional owners are buying RFMZ?
Institutional owners buying RFMZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RFMZ activity?
"Buy" means an investor increased their reported position in RFMZ compared to the prior reporting period. This reflects growing exposure to RIVERNORTH FLEX MUNI II (RFMZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RFMZ increasing?
Institutional interest in RFMZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.