LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

68 hedge funds and large institutions have $62.8M invested in BNY Mellon Strategic Municipals in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
19
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$11.6M
2
Invesco
Invesco
Georgia
$2.34M
3
KAS
Kestra Advisory Services
Texas
$958K
4
ACA
Ackerman Capital Advisors
Texas
$463K
5
Mariner
Mariner
Kansas
$452K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$0
2
HWAM
Hennion & Walsh Asset Management
New Jersey
$5.38M
3
Osaic Holdings
Osaic Holdings
Arizona
$2.74M
4
UBS Group
UBS Group
Switzerland
$4.8M
5
BCA
Bay Colony Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$378K +$38.7K +4,458 +11%
EH
27
Equitable Holdings
New York
$377K +$33.5K +3,850 +10%
DLG
28
Daniel L. Goodwin
$375K – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$342K -$17.8K -2,041 -5%
WA
30
WealthTrust Axiom
Pennsylvania
$340K +$209 +24 +0.1%
PIA
31
Powell Investment Advisors
Florida
$312K +$3.53K +405 +1%
CA
32
Cetera Advisors
Colorado
$303K +$67K +7,713 +28%
WKWM
33
Walter & Keenan Wealth Management
Indiana
$261K – – –
TC
34
Telemus Capital
Michigan
$212K – – –
SWM
35
SeaCrest Wealth Management
New York
$191K – – –
1WA
36
180 Wealth Advisors
Washington
$179K +$1.07K +124 +0.6%
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$177K -$8.68K -1,000 -5%
MA
38
MJP Associates
Connecticut
$173K – – –
AWA
39
Arete Wealth Advisors
Illinois
$173K – – –
WS
40
Wedbush Securities
California
$162K -$78 -9 -0%
FWM
41
Fairhaven Wealth Management
Illinois
$162K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$157K -$10.2K -1,177 -6%
JMF
43
Johnson Midwest Financial
Iowa
$137K – – –
NL
44
NWAM LLC
Washington
$135K – – –
HCM
45
Hollencrest Capital Management
California
$128K – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$122K – – –
KPWS
47
Kestra Private Wealth Services
Texas
$113K +$105 +12 +0.1%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$98K -$69 -8 -0.1%
AWM
49
AE Wealth Management
Kansas
$87K – – –
XF
50
XML Financial
Maryland
$87K +$87K +10,000 New
1
2
3