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 %
Bank of America
26
Bank of America
North Carolina
$1.21M 204,596 +8,810 +4%
AC
27
Almitas Capital
California
$1.16M 195,840 +50,826 +35%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.16M 195,697 – –
PAS
29
Park Avenue Securities
New York
$1.14M 192,262 +22,711 +13%
Raymond James Financial
30
Raymond James Financial
Florida
$948K 160,140 -26,557 -14%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$783K 132,277 -2,723 -2%
CRC
32
Curi RMB Capital
Illinois
$740K 125,000 +125,000 New
TCM
33
Traub Capital Management
Massachusetts
$728K 123,038 +123,038 New
Corient Private Wealth
34
Corient Private Wealth
Florida
$700K 118,305 +6,499 +6%
LPL Financial
35
LPL Financial
California
$677K 114,279 -18,600 -14%
CF
36
Centaurus Financial
California
$659K 111,251 +3,490 +3%
Invesco
37
Invesco
Georgia
$561K 94,807 +94,807 New
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$520K 87,795 +16,505 +23%
P
39
&Partners
Tennessee
$505K 85,250 +4,593 +6%
Ameriprise
40
Ameriprise
Minnesota
$401K 67,777 -17,745 -21%
HighTower Advisors
41
HighTower Advisors
Illinois
$389K 65,778 -6,625 -9%
MWM
42
Melfa Wealth Management
Massachusetts
$357K 60,298 – –
1WA
43
180 Wealth Advisors
Washington
$356K 60,063 +1,605 +3%
Creative Planning
44
Creative Planning
Kansas
$355K 59,904 +962 +2%
DWM
45
Daner Wealth Management
Georgia
$307K 51,900 +51,900 New
NL
46
Nuveen LLC
North Carolina
$305K 51,503 – –
CA
47
Cornerstone Advisory
Maryland
$287K 48,409 +8,776 +22%
AGA
48
Arkos Global Advisors
Texas
$283K 47,727 – –
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$256K 43,305 +6,630 +18%
AA
50
AQR Arbitrage
Connecticut
$251K 42,438 -159,226 -79%
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