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LEO

BNY Mellon Strategic Municipals
LEO

96 hedge funds and large institutions have $183M invested in BNY Mellon Strategic Municipals in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

1% more capital invested

Capital invested by funds: $181M → $183M (+$2.03M)

0.86% more ownership

Funds ownership: 44.59% → 45.45% (+0.86%)

6% less funds holding

Funds holding: 102 → 96 (-6)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
96
Holders Change
-6
Holders Change %
-5.88%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
8
Increased
28
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$5.21M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.59M
3
ACM
Altium Capital Management
New York
+$1.13M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.09M
5
AAM
Advisors Asset Management
Colorado
+$1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.83M
2
GC
Guggenheim Capital
Illinois
-$1.61M
3
Verition Fund Management
Verition Fund Management
Connecticut
-$1.39M
4
RCM
Rivernorth Capital Management
Florida
-$1.34M
5
PFM
Professional Financial Management
Wisconsin
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
26
Almitas Capital
California
$1.24M – – –
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.23M +$3.55K +555 +0.3%
PAS
28
Park Avenue Securities
New York
$1.22M +$9.1K +1,424 +0.7%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$1.16M +$151K +23,547 +15%
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$1.07M +$1.09M +170,221 New
Bank of America
31
Bank of America
North Carolina
$1.02M -$275K -43,075 -21%
LPL Financial
32
LPL Financial
California
$1.01M -$44.5K -6,954 -4%
P
33
&Partners
Tennessee
$990K +$81.9K +12,810 +9%
Raymond James Financial
34
Raymond James Financial
Florida
$957K -$9.92K -1,552 -1%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$794K -$7.66K -1,198 -0.9%
Toronto Dominion Bank
36
Toronto Dominion Bank
Ontario, Canada
$765K +$778K +121,630 New
TCM
37
Traub Capital Management
Massachusetts
$749K – – –
ACA
38
Ackerman Capital Advisors
Texas
$713K -$279K -43,577 -28%
CEFA
39
Closed-End Fund Advisors
Virginia
$659K -$5.96K -933 -0.9%
CF
40
Centaurus Financial
California
$590K -$7.33K -1,146 -1%
CPA
41
Clear Point Advisors
New York
$571K +$29.2K +4,571 New
STA
42
Summit Trail Advisors
New York
$522K +$531K +83,059 New
PHWA
43
Petersen Hastings Wealth Advisors
Washington
$507K – – –
1WA
44
180 Wealth Advisors
Washington
$397K -$4.44K -694 -1%
MWM
45
Melfa Wealth Management
Massachusetts
$379K +$160 +25 +0%
Ameriprise
46
Ameriprise
Minnesota
$379K +$19.8K +3,100 +5%
Creative Planning
47
Creative Planning
Kansas
$354K +$288 +45 +0.1%
DWM
48
Daner Wealth Management
Georgia
$332K – – –
N
49
Nuveen
North Carolina
$324K – – –
ICMP
50
Integrated Capital Management (Pennsylvania)
Pennsylvania
$273K -$11.3K -1,762 -4%
1
2
3 4 5

LEO Hedge Fund Activity: Q1 2026 in Review

96 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q1 2026, worth a combined $183M — up 1.1% from $181M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of LEO and 8 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 28 added.

The largest buyer was Sit Investment Associates, adding an estimated $5.21M. The largest seller was Morgan Stanley, cutting an estimated $1.83M.

  • 96 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q1 2026, down from 102 in Q4 2025.
  • Funds reported $183M of BNY Mellon Strategic Municipals stock for Q1 2026, up 1.1% quarter-over-quarter.
  • 8 funds opened new BNY Mellon Strategic Municipals positions in Q1 2026 and 13 closed out, a net change of -5 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q1 2026 was Sit Investment Associates, an estimated $5.21M added.
  • The largest BNY Mellon Strategic Municipals seller in Q1 2026 was Morgan Stanley, an estimated $1.83M sold.

Based on aggregated 13F filings for Q1 2026.