LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

79 hedge funds and large institutions have $50.6M invested in BNY Mellon Strategic Municipals in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.94M
2
GC
2
Guggenheim Capital
Illinois
$7.95M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$937K
4
XF
4
XML Financial
Maryland
$232K
5
FAIM
5
Financial Advocates Investment Management
Washington
$227K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$1.03M
2
RCM
2
Robinson Capital Management
Michigan
$1.3M
3
Invesco
3
Invesco
Georgia
$1.65M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.93M
5
ACA
5
Ackerman Capital Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$366K -$28.3K -4,643 -7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$361K +$187K +30,796 +108%
Mariner
28
Mariner
Kansas
$311K – – –
PMG
29
ProVise Management Group
Florida
$268K -$89.5K -14,741 -25%
CA
30
Cornerstone Advisory
Maryland
$258K -$81.6K -13,437 -24%
MIG
31
Mariner Investment Group
New York
$252K +$76.6K +12,622 +44%
WA
32
WealthTrust Axiom
Pennsylvania
$238K +$121 +20 +0.1%
XF
33
XML Financial
Maryland
$232K +$232K +38,150 New
CMS
34
Capital Market Strategies
Florida
$231K – – –
FAIM
35
Financial Advocates Investment Management
Washington
$227K +$227K +37,371 New
BCA
36
Bay Colony Advisors
Massachusetts
$225K +$868 +143 +0.4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$222K -$10.8K -1,774 -5%
WKWM
38
Walter & Keenan Wealth Management
Indiana
$182K – – –
EH
39
Equitable Holdings
New York
$181K -$43.1K -7,074 -19%
NFG
40
Nations Financial Group
Iowa
$174K +$174K +28,550 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$172K +$30.3K +5,000 +21%
CA
42
Cetera Advisors
Colorado
$165K – – –
FAG
43
Fortitude Advisory Group
Washington
$163K – – –
ICMP
44
Integrated Capital Management (Pennsylvania)
Pennsylvania
$149K -$2.75K -453 -2%
KAS
45
Kestra Advisory Services
Texas
$149K +$42.5K +6,980 +40%
WWM
46
Western Wealth Management
Colorado
$138K +$138K +22,762 New
SWM
47
SeaCrest Wealth Management
New York
$133K – – –
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$130K -$1.06K -174 -0.8%
1WA
49
180 Wealth Advisors
Washington
$130K +$907 +149 +0.7%
FWM
50
Fairhaven Wealth Management
Illinois
$113K – – –
1
2
3 4