LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

95 hedge funds and large institutions have $152M invested in BNY Mellon Strategic Municipals in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 4 closing their positions.

Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
27
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$18.4M
2
BI
2
Bulldog Investors
New Jersey
$3.63M
3
SCM
3
Saba Capital Management
New York
$33M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$2.3M
5
AAM
5
Advisors Asset Management
Colorado
$3.01M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$7.24M
2
AA
2
AQR Arbitrage
Connecticut
$251K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$7.82M
4
GC
4
Guggenheim Capital
Illinois
$4.06M
5
RCM
5
Rivernorth Capital Management
Florida
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$33M 5,581,552 +466,783 +9%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$18.4M 3,115,983 +746,743 +32%
RCM
3
Rivernorth Capital Management
Florida
$13.1M 2,212,510 -81,032 -4%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$7.82M 1,321,096 -112,382 -8%
Wells Fargo
5
Wells Fargo
California
$7.24M 1,222,755 -326,667 -21%
LSC
6
Logan Stone Capital
Illinois
$6.21M 1,049,643 -23,176 -2%
Verition Fund Management
7
Verition Fund Management
Connecticut
$4.09M 690,049 +6,314 +0.9%
GC
8
Guggenheim Capital
Illinois
$4.06M 685,986 -96,184 -12%
SIA
9
Sit Investment Associates
Minnesota
$3.89M 656,346 +115,695 +21%
BI
10
Bulldog Investors
New Jersey
$3.63M 613,504 +613,504 New
Morgan Stanley
11
Morgan Stanley
New York
$3.33M 562,541 +40,801 +8%
AAM
12
Advisors Asset Management
Colorado
$3.01M 508,074 +170,288 +50%
VanEck Associates
13
VanEck Associates
New York
$2.57M 434,835 +8,457 +2%
CIA
14
Capital Investment Advisors
Georgia
$2.57M 433,867 -24,093 -5%
GP
15
Gridiron Partners
Pennsylvania
$2.39M 403,774 – –
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$2.3M 388,398 +388,398 New
Capstone Investment Advisors
17
Capstone Investment Advisors
New York
$2.25M 379,865 – –
Cohen & Steers
18
Cohen & Steers
New York
$1.92M 323,400 +10,000 +3%
WA
19
Whitebox Advisors
Minnesota
$1.81M 305,421 +38,121 +14%
MC
20
Matisse Capital
Oregon
$1.62M 273,100 – –
COLIM
21
City of London Investment Management
United Kingdom
$1.6M 270,829 -69,477 -20%
ACA
22
Ackerman Capital Advisors
Texas
$1.52M 257,302 -39,420 -13%
RP
23
Riverbridge Partners
Minnesota
$1.32M 222,727 +9,060 +4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.31M 222,128 +28,512 +15%
1CP
25
1607 Capital Partners
Virginia
$1.22M 206,145 – –
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