LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

77 hedge funds and large institutions have $58.7M invested in BNY Mellon Strategic Municipals in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$11.3M
2
UBS Group
UBS Group
Switzerland
$2.18M
3
Truist Financial
Truist Financial
North Carolina
$892K
4
WP
Woodline Partners
California
$1.13M
5
RCM
Robinson Capital Management
Michigan
$4.06M

Top Sellers

1
LSC
Logan Stone Capital
Illinois
$594K
2
AWM
AE Wealth Management
Kansas
$0
3
VanEck Associates
VanEck Associates
New York
$2.11M
4
Invesco
Invesco
Georgia
$262K
5
FAIM
Financial Advocates Investment Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Melfa Wealth Management
Massachusetts
$322K +$84.3K +13,548 +36%
Mariner
27
Mariner
Kansas
$318K – – –
AWS
28
Atria Wealth Solutions
New York
$304K +$235K +37,719 +336%
ACA
29
Ackerman Capital Advisors
Texas
$304K +$304K +48,848 New
1WA
30
180 Wealth Advisors
Washington
$294K -$9.44K -1,511 -3%
Invesco
31
Invesco
Georgia
$262K -$263K -42,281 -50%
MFG
32
Merit Financial Group
Georgia
$225K +$225K +36,193 New
CA
33
Cornerstone Advisory
Maryland
$224K +$9.73K +1,564 +5%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$217K -$185K -29,709 -46%
CMS
35
Capital Market Strategies
Florida
$209K – – –
WA
36
WealthTrust Axiom
Pennsylvania
$195K +$162 +26 +0.1%
WKWM
37
Walter & Keenan Wealth Management
Indiana
$187K – – –
PVM
38
Palogic Value Management
Texas
$187K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$171K -$6.22K -1,000 -4%
FAG
40
Fortitude Advisory Group
Washington
$167K – – –
Nomura Holdings
41
Nomura Holdings
Japan
$156K +$31.7K +5,100 +26%
ICMP
42
Integrated Capital Management (Pennsylvania)
Pennsylvania
$156K +$1.27K +204 +0.8%
LCM
43
Landscape Capital Management
New Jersey
$156K +$26.2K +4,214 +20%
IC
44
IEQ Capital
California
$151K +$151K +24,203 New
SWM
45
SeaCrest Wealth Management
New York
$137K – – –
PMG
46
ProVise Management Group
Florida
$128K -$17K -2,736 -12%
HighTower Advisors
47
HighTower Advisors
Illinois
$127K +$29.8K +4,798 +31%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$125K -$4.99K -800 -4%
FWM
49
Fairhaven Wealth Management
Illinois
$116K +$116K +18,591 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$109K -$5.11K -820 -4%
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