LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

67 hedge funds and large institutions have $52.2M invested in BNY Mellon Strategic Municipals in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
14
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$449K
2
BRWM
B. Riley Wealth Management
Tennessee
+$277K
3
CF
Centaurus Financial
California
+$190K
4
AAS
Avantax Advisory Services
Texas
+$185K
5
AWA
Arete Wealth Advisors
Illinois
+$185K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
-$1.68M
2
RCM
Robinson Capital Management
Michigan
-$1.64M
3
Invesco
Invesco
Georgia
-$843K
4
SIA
Sit Investment Associates
Minnesota
-$763K
5
GC
Guggenheim Capital
Illinois
-$618K
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
26
B. Riley Wealth Management
Tennessee
$277K +$277K +33,500 New
WKWM
27
Walter & Keenan Wealth Management
Indiana
$248K – – –
BCA
28
Bay Colony Advisors
Massachusetts
$229K +$6.2K +749 +3%
MAM
29
Marquette Asset Management
Minnesota
$209K – – –
DAS
30
Dynamic Advisor Solutions
Arizona
$209K – – –
SWP
31
Stratos Wealth Partners
Ohio
$207K – – –
DFG
32
Delphi Financial Group
Delaware
$203K – – –
SWM
33
SeaCrest Wealth Management
New York
$191K – – –
AWA
34
Arete Wealth Advisors
Illinois
$185K +$185K +22,231 New
AAS
35
Avantax Advisory Services
Texas
$185K +$185K +22,402 New
MAFM
36
Mid Atlantic Financial Management
Pennsylvania
$183K -$23.3K -2,800 -11%
1WA
37
180 Wealth Advisors
Washington
$168K +$168K +20,324 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$157K -$124K -15,000 -44%
COLIM
39
City of London Investment Management
United Kingdom
$156K -$226K -27,202 -59%
FWM
40
Fairhaven Wealth Management
Illinois
$154K – – –
Stifel Financial
41
Stifel Financial
Missouri
$130K – – –
NL
42
NWAM LLC
Washington
$128K – – –
HCM
43
Hollencrest Capital Management
California
$122K – – –
WS
44
Wedbush Securities
California
$105K -$69.4K -8,406 -40%
HighTower Advisors
45
HighTower Advisors
Illinois
$104K +$248 +30 +0.2%
AWM
46
AE Wealth Management
Kansas
$100K +$25 +3 +0%
SFS
47
Sowell Financial Services
Arkansas
$98K +$1.24K +150 +1%
WCM
48
WealthBridge Capital Management
Ohio
$97K +$97K +11,700 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$94K +$94K +11,314 New
KAS
50
Kestra Advisory Services
Texas
$94K +$94K +11,356 New
1
2
3