RIV

RiverNorth Opportunities Fund
RIV

Overview Fund Activity

48 hedge funds and large institutions have $57.7M invested in RiverNorth Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$1.16M
2
AWS
2
Atria Wealth Solutions
New York
$1.3M
3
LPL Financial
3
LPL Financial
California
$4.67M
4
Raymond James Financial
4
Raymond James Financial
Florida
$688K
5
AO
5
Advisor OS
Illinois
$595K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$433K
2
BRWA
2
B. Riley Wealth Advisors
Florida
$2.11M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$19.3M
5
SFA
5
Sequoia Financial Advisors
Ohio
$161K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.3M 1,678,236 -32,879 -2%
PCM
2
Penserra Capital Management
California
$7.29M 634,127 +25,452 +4%
LPL Financial
3
LPL Financial
California
$4.67M 406,648 +80,286 +25%
Wells Fargo
4
Wells Fargo
California
$2.66M 231,724 +4,298 +2%
BRWA
5
B. Riley Wealth Advisors
Florida
$2.11M 183,738 -69,491 -27%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.99M 172,956 +16,997 +11%
PS
7
Principal Securities
Iowa
$1.9M 165,714 +10,247 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.83M 159,080 -1,809 -1%
MGWM
9
Marks Group Wealth Management
Minnesota
$1.33M 115,399 – –
AWS
10
Atria Wealth Solutions
New York
$1.3M 113,390 +94,486 +500%
SFS
11
Shaker Financial Services
Virginia
$1.16M 101,071 +101,071 New
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.15M 99,728 +813 +0.8%
TVAMP
13
Tennessee Valley Asset Management Partners
Tennessee
$1.09M 95,122 +631 +0.7%
NFG
14
Nations Financial Group
Iowa
$1M 87,312 -1,530 -2%
EAM
15
Everstar Asset Management
North Carolina
$955K 83,084 -1,262 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$891K 77,539 -10,987 -12%
Raymond James Financial
17
Raymond James Financial
Florida
$688K 59,890 +59,890 New
AO
18
Advisor OS
Illinois
$595K 51,796 +51,796 New
OC
19
Oppenheimer & Co
New York
$509K 44,274 +995 +2%
SBIA
20
Sheaff Brock Investment Advisors
Indiana
$492K 42,780 +8,780 +26%
UBS Group
21
UBS Group
Switzerland
$436K 37,946 +12,444 +49%
Bank of America
22
Bank of America
North Carolina
$433K 37,654 -85,480 -69%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$418K 36,392 -3,014 -8%
CA
24
CoreCap Advisors
Michigan
$357K 31,050 +5,400 +21%
WS
25
Wedbush Securities
California
$311K 27,090 +353 +1%
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