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RMI

RiverNorth Opportunistic Municipal Income Fund

18 hedge funds and large institutions have $15.8M invested in RiverNorth Opportunistic Municipal Income Fund in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.03% less ownership

Funds ownership: 18.86%15.83% (-3%)

14% less capital invested

Capital invested by funds: $18.4M → $15.8M (-$2.58M)

14% less funds holding

Funds holding: 2118 (-3)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1
Stratos Wealth Partners
Ohio
$2.62M -$2.18M -127,586 -45%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.57M -$83.6K -4,894 -3%
AAM
3
Advisors Asset Management
Colorado
$2.17M -$68K -3,984 -3%
UBS Group
4
UBS Group
Switzerland
$2.14M +$146K +8,531 +7%
Morgan Stanley
5
Morgan Stanley
New York
$1.42M -$281K -16,454 -16%
Wells Fargo
6
Wells Fargo
California
$805K -$92.8K -5,432 -10%
WS
7
Wedbush Securities
California
$678K +$1.23K +72 +0.2%
CWS
8
Cypress Wealth Services
California
$544K
Osaic Holdings
9
Osaic Holdings
Arizona
$497K +$11.1K +650 +2%
RJA
10
Raymond James & Associates
Florida
$409K +$44.6K +2,611 +12%
NW
11
NewEdge Wealth
Pennsylvania
$401K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$264K +$269K +15,747 New
Bank of America
13
Bank of America
North Carolina
$255K +$41.4K +2,425 +19%
BRWA
14
B. Riley Wealth Advisors
Florida
$233K
LPL Financial
15
LPL Financial
California
$222K -$219K -12,825 -49%
PFS
16
Prospera Financial Services
Texas
$217K -$62.3K -3,650 -22%
Stifel Financial
17
Stifel Financial
Missouri
$175K -$9.1K -533 -5%
TPWM
18
Twelve Points Wealth Management
Massachusetts
$170K -$922 -54 -0.5%
FM
19
Family Management
New York
-$525K -32,106 Closed
USCWA
20
U.S. Capital Wealth Advisors
Texas
-$32.7K -2,000 Closed
TRCT
21
Tower Research Capital (TRC)
New York
-$10K -600 Closed
ASN
22
Advisory Services Network
Georgia
-$9.68K -592 Closed

RMI Hedge Fund Activity: Q1 2023 in Review

18 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Opportunistic Municipal Income Fund (RMI) for Q1 2023, worth a combined $15.8M — down 14% from $18.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of RMI and 1 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 5 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $269K. The largest seller was Stratos Wealth Partners, cutting an estimated $2.18M.

  • 18 institutional investors held RiverNorth Opportunistic Municipal Income Fund (RMI) as of Q1 2023, down from 21 in Q4 2022.
  • Funds reported $15.8M of RiverNorth Opportunistic Municipal Income Fund stock for Q1 2023, down 14% quarter-over-quarter.
  • 1 fund opened new RiverNorth Opportunistic Municipal Income Fund positions in Q1 2023 and 4 closed out, a net change of -3 holders.
  • The largest RiverNorth Opportunistic Municipal Income Fund buyer in Q1 2023 was Susquehanna International Group, an estimated $269K added.
  • The largest RiverNorth Opportunistic Municipal Income Fund seller in Q1 2023 was Stratos Wealth Partners, an estimated $2.18M sold.

Based on aggregated 13F filings for Q1 2023.