LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

70 hedge funds and large institutions have $63M invested in BNY Mellon Strategic Municipals in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
20
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$10.5M
2
UBS Group
UBS Group
Switzerland
$5.09M
3
Invesco
Invesco
Georgia
$1.5M
4
Morgan Stanley
Morgan Stanley
New York
$7.41M
5
WCM
WealthBridge Capital Management
Ohio
$331K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$1.31M
2
CA
Cornerstone Advisory
Maryland
$2.35M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$6.89M
4
Northern Trust
Northern Trust
Illinois
$0
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
WealthTrust Axiom
Pennsylvania
$350K +$224 +25 +0.1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$350K +$6.73K +751 +2%
WCM
28
WealthBridge Capital Management
Ohio
$331K +$158K +17,600 +91%
PIA
29
Powell Investment Advisors
Florida
$318K +$3.79K +422 +1%
WKWM
30
Walter & Keenan Wealth Management
Indiana
$269K – – –
CA
31
Cetera Advisors
Colorado
$244K – – –
TC
32
Telemus Capital
Michigan
$218K – – –
SWM
33
SeaCrest Wealth Management
New York
$197K – – –
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$192K – – –
1WA
35
180 Wealth Advisors
Washington
$192K +$1.74K +186 +0.9%
MA
36
MJP Associates
Connecticut
$178K – – –
AWA
37
Arete Wealth Advisors
Illinois
$178K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$172K +$10.5K +1,177 +7%
FWM
39
Fairhaven Wealth Management
Illinois
$167K – – –
WS
40
Wedbush Securities
California
$167K – – –
JMF
41
Johnson Midwest Financial
Iowa
$141K – – –
NL
42
NWAM LLC
Washington
$139K – – –
HCM
43
Hollencrest Capital Management
California
$132K – – –
HighTower Advisors
44
HighTower Advisors
Illinois
$126K – – –
BCA
45
Bay Colony Advisors
Massachusetts
$121K -$3.45K -383 -3%
KPWS
46
Kestra Private Wealth Services
Texas
$116K +$116K +12,930 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$102K +$9.08K +1,008 +10%
AWM
48
AE Wealth Management
Kansas
$90K +$27 +3 +0%
KAS
49
Kestra Advisory Services
Texas
$90K +$90K +10,078 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$82K – – –
1
2
3