LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

60 hedge funds and large institutions have $53.9M invested in BNY Mellon Strategic Municipals in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
22
Reduced
10
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$9.24M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.36M
3
RCM
Robinson Capital Management
Michigan
$1.64M
4
Ameriprise
Ameriprise
Minnesota
$821K
5
WKWM
Walter & Keenan Wealth Management
Indiana
$233K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
$8.16M
2
Invesco
Invesco
Georgia
$2.11M
3
WAM
Wolverine Asset Management
Illinois
$0
4
BRWM
B. Riley Wealth Management
Tennessee
$0
5
LPL Financial
LPL Financial
California
$830K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$264K +$93.9K +12,100 +55%
PIA
27
Powell Investment Advisors
Florida
$262K +$3.69K +475 +1%
WKWM
28
Walter & Keenan Wealth Management
Indiana
$233K +$233K +30,000 New
BCA
29
Bay Colony Advisors
Massachusetts
$209K +$209K +26,905 New
DAS
30
Dynamic Advisor Solutions
Arizona
$196K – – –
MAM
31
Marquette Asset Management
Minnesota
$195K – – –
SWP
32
Stratos Wealth Partners
Ohio
$194K – – –
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$192K +$9.68K +1,250 +5%
DFG
34
Delphi Financial Group
Delaware
$190K – – –
SWM
35
SeaCrest Wealth Management
New York
$179K – – –
WS
36
Wedbush Securities
California
$164K +$8 +1 +0%
FWM
37
Fairhaven Wealth Management
Illinois
$144K +$32K +4,128 +29%
CF
38
Centaurus Financial
California
$136K -$58.6K -7,525 -30%
Stifel Financial
39
Stifel Financial
Missouri
$123K – – –
NL
40
NWAM LLC
Washington
$120K – – –
HCM
41
Hollencrest Capital Management
California
$114K -$114K -14,716 -50%
HighTower Advisors
42
HighTower Advisors
Illinois
$97K +$247 +32 +0.3%
AWM
43
AE Wealth Management
Kansas
$93K +$93K +12,022 New
Creative Planning
44
Creative Planning
Kansas
$92K – – –
SFS
45
Sowell Financial Services
Arkansas
$91K +$1.25K +161 +1%
FAAS
46
First Allied Advisory Services
California
$84K +$84K +10,768 New
LNC
47
Lincoln National Corp
Pennsylvania
$82K +$82K +10,544 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$71K – – –
EIP
49
Ellis Investment Partners
Pennsylvania
$41K +$580 +76 +1%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$38K – – –
1
2
3