LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

67 hedge funds and large institutions have $52.2M invested in BNY Mellon Strategic Municipals in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
14
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$449K
2
BRWM
B. Riley Wealth Management
Tennessee
+$277K
3
CF
Centaurus Financial
California
+$190K
4
AAS
Avantax Advisory Services
Texas
+$185K
5
AWA
Arete Wealth Advisors
Illinois
+$185K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
-$1.68M
2
RCM
Robinson Capital Management
Michigan
-$1.64M
3
Invesco
Invesco
Georgia
-$843K
4
SIA
Sit Investment Associates
Minnesota
-$763K
5
GC
Guggenheim Capital
Illinois
-$618K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$93K +$93K +11,244 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$75K – – –
GWS
53
Glassman Wealth Services
Virginia
$54K +$54K +6,500 New
EIP
54
Ellis Investment Partners
Pennsylvania
$45K +$570 +69 +1%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$44K +$3.29K +400 +8%
APA
56
American Portfolios Advisors
New York
$33.8K – – –
BAM
57
Bellevue Asset Management
Washington
$28K – – –
BFC
58
Bedel Financial Consulting
Indiana
$24K – – –
GI
59
Gradient Investments
Minnesota
$14K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$12K – – –
NFSG
61
Newbridge Financial Services Group
Florida
$10K +$10K +1,200 New
FHA
62
First Horizon Advisors
Tennessee
$9K +$9K +1,032 New
US Bancorp
63
US Bancorp
Minnesota
$8K – – –
PWMG
64
Prestige Wealth Management Group
New Jersey
$8K – – –
PAM
65
Panagora Asset Management
Massachusetts
$4K – – –
ASN
66
Advisory Services Network
Georgia
$3K +$3K +400 New
RCM
67
Robinson Capital Management
Michigan
– -$1.64M -210,473 Closed
Creative Planning
68
Creative Planning
Kansas
– -$92K -11,846 Closed
FAAS
69
First Allied Advisory Services
California
– -$84K -10,768 Closed
LNC
70
Lincoln National Corp
Pennsylvania
– -$82K -10,544 Closed
CAN
71
Cetera Advisor Networks
California
– -$17K -2,181 Closed
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