LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

83 hedge funds and large institutions have $54M invested in BNY Mellon Strategic Municipals in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
16
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6.62M
2
LSC
2
Logan Stone Capital
Illinois
$1.28M
3
RCM
3
Robinson Capital Management
Michigan
$2.57M
4
WP
4
Woodline Partners
California
$604K
5
ACA
5
Ackerman Capital Advisors
Texas
$430K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.27M
2
RCM
2
Rivernorth Capital Management
Florida
$356K
3
Invesco
3
Invesco
Georgia
$1.06M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$8.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$464K 76,076 -10,000 -12%
ACA
27
Ackerman Capital Advisors
Texas
$430K 70,398 +70,398 New
RCM
28
Rivernorth Capital Management
Florida
$356K 58,312 -110,716 -66%
Mariner
29
Mariner
Kansas
$318K 52,095 +940 +2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$294K 48,117 -11,319 -19%
XF
31
XML Financial
Maryland
$273K 44,650 +6,500 +17%
1WA
32
180 Wealth Advisors
Washington
$273K 41,566 +20,211 +95%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$260K 42,510 +6,000 +16%
CA
34
Cornerstone Advisory
Maryland
$242K 39,529 -2,931 -7%
FAIM
35
Financial Advocates Investment Management
Washington
$228K 37,323 -48 -0.1%
CMS
36
Capital Market Strategies
Florida
$224K 36,673 -1,332 -4%
PVM
37
Palogic Value Management
Texas
$208K 34,000 +34,000 New
WA
38
WealthTrust Axiom
Pennsylvania
$191K 31,251 -7,962 -20%
WAM
39
Weiss Asset Management
Massachusetts
$186K 30,489 +30,489 New
WKWM
40
Walter & Keenan Wealth Management
Indiana
$183K 30,000 – –
PMG
41
ProVise Management Group
Florida
$176K 28,875 -15,258 -35%
LCM
42
Landscape Capital Management
New Jersey
$167K 27,308 +27,308 New
FAG
43
Fortitude Advisory Group
Washington
$164K 26,876 – –
VF
44
Virtu Financial
New York
$160K 26,239 +26,239 New
BCA
45
Bay Colony Advisors
Massachusetts
$157K 25,700 -11,388 -31%
MCC
46
Money Concepts Capital
Florida
$147K 24,120 +24,120 New
ICMP
47
Integrated Capital Management (Pennsylvania)
Pennsylvania
$144K 23,499 -1,036 -4%
MWM
48
Melfa Wealth Management
Massachusetts
$139K 22,754 +22,754 New
SWM
49
SeaCrest Wealth Management
New York
$134K 21,950 – –
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$127K 20,849 -7,500 -26%
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