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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+10,597+31.3%44,404$605.23KQ2 2026Sep 02, 2026
Beacon Pointe Advisors, LlcBuy+17,21017,210$234.57KQ2 2026Aug 18, 2026
Wells Fargo & Company/MnSell-14,602-3.7%375,956$5.12MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+14,46114,461$197.10KQ2 2026Aug 14, 2026
Karpus Management, Inc.Sell-8,900-3.4%254,285$3.47MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-3,290-0.9%351,752$4.79MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+2,503+12.2%23,009$313.61KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,461+2.7%55,733$759.64KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+532+4.0%13,925$189.79KQ2 2026Aug 14, 2026
Ubs Group AgSell-69,214-11.5%534,335$7.28MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+5,997+0.7%817,449$11.14MQ2 2026Aug 13, 2026
Morgan StanleyBuy+2,704+0.4%700,248$9.54MQ2 2026Aug 13, 2026
Guggenheim Capital LlcBuy+318,435+278.1%432,947$5.90MQ2 2026Aug 12, 2026
Stifel Financial CorpSell-13,043-5.6%220,563$3.01MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+11,494+11.4%112,523$1.53MQ2 2026Aug 12, 2026
Us Bancorp \De\Sell-1,008-24.8%3,055$41.64KQ2 2026Aug 12, 2026
Thomas J. Herzfeld Advisors, Inc.Buy+14,007+6.1%243,641$3.32MQ2 2026Aug 10, 2026
Arax Advisory PartnersBuy+12,47112,471$169.98KQ2 2026Aug 10, 2026
Ifc Advisors LlcBuy+36,008+120.0%66,008$899.69KQ2 2026Aug 05, 2026
Gateway Wealth Partners, LlcSell-173,952-49.6%177,106$2.41MQ2 2026Aug 04, 2026
Choreo, LlcSell-552-2.1%26,345$359.08KQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+12,736+7.3%187,033$2.55MQ2 2026Aug 03, 2026
Oppenheimer & Co IncSell-8,435-4.5%178,522$2.43MQ2 2026Aug 03, 2026
Pw Nova Financial Services LlcSell-3,057-9.4%29,558$402.87KQ2 2026Jul 29, 2026
Atlas Wealth LlcBuy+350,003+298.2%467,361$6.37MQ2 2026Jul 28, 2026
Wedbush Securities IncBuy+18,635+23.7%97,281$1.33MQ2 2026Jul 28, 2026
Concurrent Investment Advisors, LlcBuy+19,800+44.5%64,275$876.07KQ2 2026Jul 27, 2026
Closed-End Fund Advisors, Inc.Sell-6,295-4.4%135,328$1.84MQ2 2026Jul 27, 2026
Private Advisor Group, LlcBuy+74+0.2%43,800$596.99KQ2 2026Jul 27, 2026
Xml Financial, LlcSell-3,000-23.1%10,000$136.30KQ2 2026Jul 24, 2026
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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.