LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

95 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, 27 increasing their positions, 23 reducing their positions, and 4 closing their positions.

Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
27
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$18.4M
2
BI
2
Bulldog Investors
New Jersey
$3.63M
3
SCM
3
Saba Capital Management
New York
$33M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$2.3M
5
AAM
5
Advisors Asset Management
Colorado
$3.01M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$7.24M
2
AA
2
AQR Arbitrage
Connecticut
$251K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$7.82M
4
GC
4
Guggenheim Capital
Illinois
$4.06M
5
RCM
5
Rivernorth Capital Management
Florida
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
RIL
51
Rothschild Investment LLC
Illinois
$237K 40,000 – –
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$228K 38,500 – –
WCM
53
WealthBridge Capital Management
Ohio
$224K 37,907 – –
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$215K 36,285 -59,997 -62%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$210K 35,532 +358 +1%
NFG
56
Nations Financial Group
Iowa
$190K 32,100 – –
FAG
57
Fortitude Advisory Group
Washington
$165K 27,876 – –
MFG
58
Merit Financial Group
Georgia
$164K 27,695 +1,562 +6%
NPFS
59
Novak & Powell Financial Services
Florida
$154K 26,055 +26,055 New
SWM
60
Spire Wealth Management
Virginia
$147K 24,908 – –
LCM
61
Landscape Capital Management
New Jersey
$143K 24,174 – –
Citadel Advisors
62
Citadel Advisors
Florida
$141K 23,753 +23,753 New
WS
63
Wedbush Securities
California
$133K 22,389 – –
Nomura Holdings
64
Nomura Holdings
Japan
$118K 20,000 +20,000 New
MCM
65
MAI Capital Management
Ohio
$115K 19,444 – –
Mariner
66
Mariner
Kansas
$114K 19,203 +1,137 +6%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$108K 18,311 +4,461 +32%
CFS
68
Compass Financial Services
Iowa
$107K 18,096 -11,277 -38%
WA
69
WealthTrust Axiom
Pennsylvania
$101K 17,000 -2,000 -11%
US Bancorp
70
US Bancorp
Minnesota
$92.3K 15,587 – –
VF
71
Virtu Financial
New York
$89K 14,995 -20,272 -57%
MML Investors Services
72
MML Investors Services
Massachusetts
$89K 14,977 +3,384 +29%
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$85.9K 14,516 +14,516 New
AO
74
Advisor OS
Illinois
$85.9K 14,516 +14,516 New
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$85K 14,302 – –
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