LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

87 hedge funds and large institutions have $145M invested in BNY Mellon Strategic Municipals in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-15
Holders Change %
-14.71%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
27
Reduced
26
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$5.47M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$4.18M
3
WA
Whitebox Advisors
Minnesota
+$1.64M
4
SIA
Sit Investment Associates
Minnesota
+$1.39M
5
SCM
Saba Capital Management
New York
+$1.11M

Top Sellers

1
LSC
Logan Stone Capital
Illinois
-$1.05M
2
AA
AQR Arbitrage
Connecticut
-$900K
3
Morgan Stanley
Morgan Stanley
New York
-$710K
4
VanEck Associates
VanEck Associates
New York
-$648K
5
WAM
Wolverine Asset Management
Illinois
-$584K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.18M +$37.9K +6,191 +3%
Raymond James Financial
27
Raymond James Financial
Florida
$1.14M +$211K +34,447 +23%
PAS
28
Park Avenue Securities
New York
$1.04M +$8.62K +1,408 +0.8%
AC
29
Almitas Capital
California
$887K +$234K +38,160 +36%
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$826K -$7.04K -1,150 -0.8%
LPL Financial
31
LPL Financial
California
$813K +$129K +21,074 +19%
Corient Private Wealth
32
Corient Private Wealth
Florida
$684K +$588K +96,033 +609%
CF
33
Centaurus Financial
California
$659K -$32.3K -5,284 -5%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$589K -$18.8K -3,064 -3%
NWMP
35
Noble Wealth Management PBC
Colorado
$584K -$23.3K -3,800 -4%
UBS Group
36
UBS Group
Switzerland
$575K -$129K -21,084 -18%
Ameriprise
37
Ameriprise
Minnesota
$523K -$3.32K -543 -0.6%
P
38
&Partners
Tennessee
$494K +$2.45K +401 +0.5%
HighTower Advisors
39
HighTower Advisors
Illinois
$443K -$78.6K -12,847 -15%
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$436K +$136K +22,145 +45%
MWM
41
Melfa Wealth Management
Massachusetts
$369K – – –
Creative Planning
42
Creative Planning
Kansas
$361K +$96.6K +15,777 +37%
1WA
43
180 Wealth Advisors
Washington
$358K -$26.2K -4,285 -7%
NL
44
Nuveen LLC
North Carolina
$315K +$315K +51,503 New
AGA
45
Arkos Global Advisors
Texas
$292K – – –
RIL
46
Rothschild Investment LLC
Illinois
$245K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$236K – – –
CA
48
Cornerstone Advisory
Maryland
$233K -$15.8K -2,679 -6%
WCM
49
WealthBridge Capital Management
Ohio
$232K – – –
ICMP
50
Integrated Capital Management (Pennsylvania)
Pennsylvania
$224K +$28.9K +4,723 +15%
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