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RMM

RiverNorth Managed Duration Municipal Income Fund

31 hedge funds and large institutions have $37.3M invested in RiverNorth Managed Duration Municipal Income Fund in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $30.5M → $37.3M (+$6.75M)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

2.21% more ownership

Funds ownership: 10.27%12.48% (+2.2%)

9% less funds holding

Funds holding: 3431 (-3)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
13
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1
Stratos Wealth Partners
Ohio
$6.02M +$4.59M +301,352 +313%
Wells Fargo
2
Wells Fargo
California
$5.32M +$720K +47,233 +16%
Morgan Stanley
3
Morgan Stanley
New York
$5.19M -$417K -27,341 -7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.07M +$388K +25,473 +10%
UBS Group
5
UBS Group
Switzerland
$3.15M -$93.4K -6,126 -3%
Stifel Financial
6
Stifel Financial
Missouri
$2.26M +$601K +39,455 +36%
LPL Financial
7
LPL Financial
California
$1.98M +$252K +16,562 +14%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.62M +$244K +16,031 +18%
USCWA
9
U.S. Capital Wealth Advisors
Texas
$1.13M -$7.62K -500 -0.7%
Truist Financial
10
Truist Financial
North Carolina
$764K +$57.2K +3,752 +8%
PMG
11
ProVise Management Group
Florida
$646K +$320K +20,975 +97%
WS
12
Wedbush Securities
California
$628K +$347K +22,758 +122%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$469K -$11.9K -782 -2%
RJA
14
Raymond James & Associates
Florida
$460K +$111K +7,307 +32%
BRWA
15
B. Riley Wealth Advisors
Florida
$447K +$287K +18,850 +176%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$429K +$17.1K +1,119 +4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$391K -$2.9K -190 -0.7%
AWE
18
Avidian Wealth Enterprises
Texas
$363K
SPIA
19
Steward Partners Investment Advisory
New York
$264K -$71.7K -4,705 -21%
XF
20
XML Financial
Maryland
$257K -$145K -9,500 -36%
CW
21
CreativeOne Wealth
Kansas
$212K -$45.7K -3,000 -18%
AWM
22
AE Wealth Management
Kansas
$210K -$5.7K -374 -3%
TPWM
23
Twelve Points Wealth Management
Massachusetts
$207K
VCP
24
Verus Capital Partners
Arizona
$197K
SIC
25
Samalin Investment Counsel
New York
$184K -$26.4K -1,734 -12%

RMM Hedge Fund Activity: Q2 2023 in Review

31 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Managed Duration Municipal Income Fund (RMM) for Q2 2023, worth a combined $37.3M — up 22% from $30.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of RMM and 0 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 13 added.

The largest buyer was Stratos Wealth Partners, adding an estimated $4.59M. The largest seller was Morgan Stanley, cutting an estimated $417K.

  • 31 institutional investors held RiverNorth Managed Duration Municipal Income Fund (RMM) as of Q2 2023, down from 34 in Q1 2023.
  • Funds reported $37.3M of RiverNorth Managed Duration Municipal Income Fund stock for Q2 2023, up 22% quarter-over-quarter.
  • 0 funds opened new RiverNorth Managed Duration Municipal Income Fund positions in Q2 2023 and 3 closed out, a net change of -3 holders.
  • The largest RiverNorth Managed Duration Municipal Income Fund buyer in Q2 2023 was Stratos Wealth Partners, an estimated $4.59M added.
  • The largest RiverNorth Managed Duration Municipal Income Fund seller in Q2 2023 was Morgan Stanley, an estimated $417K sold.

Based on aggregated 13F filings for Q2 2023.