LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

96 hedge funds and large institutions have $152M invested in BNY Mellon Strategic Municipals in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
28
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$4.42M
2
BI
Bulldog Investors
New Jersey
+$3.63M
3
SCM
Saba Capital Management
New York
+$2.76M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$2.3M
5
AAM
Advisors Asset Management
Colorado
+$1.01M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.93M
2
AA
AQR Arbitrage
Connecticut
-$943K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$665K
4
GC
Guggenheim Capital
Illinois
-$569K
5
RCM
Rivernorth Capital Management
Florida
-$480K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$1.21M +$52.2K +8,810 +4%
AC
27
Almitas Capital
California
$1.16M +$301K +50,826 +35%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.16M – – –
PAS
29
Park Avenue Securities
New York
$1.14M +$134K +22,711 +13%
Raymond James Financial
30
Raymond James Financial
Florida
$948K -$157K -26,557 -14%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$783K -$16.1K -2,723 -2%
CRC
32
Curi RMB Capital
Illinois
$740K +$740K +125,000 New
TCM
33
Traub Capital Management
Massachusetts
$728K +$728K +123,038 New
Corient Private Wealth
34
Corient Private Wealth
Florida
$700K +$38.5K +6,499 +6%
LPL Financial
35
LPL Financial
California
$677K -$110K -18,600 -14%
CF
36
Centaurus Financial
California
$659K +$20.7K +3,490 +3%
Invesco
37
Invesco
Georgia
$561K +$561K +94,807 New
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$520K +$97.7K +16,505 +23%
P
39
&Partners
Tennessee
$505K +$27.2K +4,593 +6%
Ameriprise
40
Ameriprise
Minnesota
$401K -$105K -17,745 -21%
HighTower Advisors
41
HighTower Advisors
Illinois
$389K -$39.2K -6,625 -9%
MWM
42
Melfa Wealth Management
Massachusetts
$357K – – –
1WA
43
180 Wealth Advisors
Washington
$356K +$9.5K +1,605 +3%
Creative Planning
44
Creative Planning
Kansas
$355K +$5.7K +962 +2%
DWM
45
Daner Wealth Management
Georgia
$307K +$307K +51,900 New
NL
46
Nuveen LLC
North Carolina
$305K – – –
CA
47
Cornerstone Advisory
Maryland
$287K +$52K +8,776 +22%
AGA
48
Arkos Global Advisors
Texas
$283K – – –
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$256K +$39.3K +6,630 +18%
AA
50
AQR Arbitrage
Connecticut
$251K -$943K -159,226 -79%
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