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BNY Mellon Strategic Municipals

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: 23 (+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: 10296 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$226K +$166 +26 +0.1%
WCM
52
WealthBridge Capital Management
Ohio
$222K
HighTower Advisors
53
HighTower Advisors
Illinois
$209K -$124K -19,361 -37%
MFG
54
Merit Financial Group
Georgia
$186K +$16.1K +2,517 +9%
Osaic Holdings
55
Osaic Holdings
Arizona
$183K -$8.84K -1,383 -5%
FAG
56
Fortitude Advisory Group
Washington
$175K
NPFS
57
Novak & Powell Financial Services
Florida
$169K +$1.78K +279 +1%
EPW
58
Evolve Private Wealth
California
$165K +$71.3K +11,150 +74%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$157K
SWM
60
Spire Wealth Management
Virginia
$157K
LCM
61
Landscape Capital Management
New Jersey
$152K
TCM
62
Thoma Capital Management
Maryland
$145K +$742 +116 +0.5%
NWMP
63
Noble Wealth Management PBC
Colorado
$144K -$101K -15,740 -41%
WS
64
Wedbush Securities
California
$141K
Corient Private Wealth
65
Corient Private Wealth
Florida
$140K -$142K -22,273 -50%
IAA
66
Independent Advisor Alliance
North Carolina
$130K +$132K +20,674 New
NFG
67
Nations Financial Group
Iowa
$127K
Nomura Holdings
68
Nomura Holdings
Japan
$126K -$28K -4,375 -18%
MCM
69
MAI Capital Management
Ohio
$122K
Mariner
70
Mariner
Kansas
$119K -$857 -134 -0.7%
CRC
71
Curi RMB Capital
Illinois
$113K +$115K +18,000 New
SF
72
Summit Financial
New Jersey
$112K +$857 +134 +0.8%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$112K -$2.6K -407 -2%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$92.4K +$5.31K +831 +6%
MML Investors Services
75
MML Investors Services
Massachusetts
$90.7K -$23.9K -3,731 -21%