LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

74 hedge funds and large institutions have $54.9M invested in BNY Mellon Strategic Municipals in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
21
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
$1.74M
2
KAS
Kestra Advisory Services
Texas
$1.21M
3
ACA
Ackerman Capital Advisors
Texas
$614K
4
Bank of America
Bank of America
North Carolina
$1.87M
5
PAG
Private Advisor Group
New Jersey
$368K

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
2
CA
Cornerstone Advisory
Maryland
$6.21M
3
GC
Guggenheim Capital
Illinois
$8.55M
4
Invesco
Invesco
Georgia
$700K
5
BRWM
B. Riley Wealth Management
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
51
Wedbush Securities
California
$108K – – –
AWM
52
AE Wealth Management
Kansas
$102K +$76 +9 +0.1%
SFS
53
Sowell Financial Services
Arkansas
$102K +$1.29K +152 +1%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$96K – – –
EFS
55
Essex Financial Services
Connecticut
$85K +$85K +10,000 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$77K – – –
WWM
57
Wolff Wiese Magana
California
$61K +$61K +7,166 New
M1FG
58
Mach-1 Financial Group
Arkansas
$59K +$59K +6,963 New
GWS
59
Glassman Wealth Services
Virginia
$55K – – –
EIP
60
Ellis Investment Partners
Pennsylvania
$47K +$597 +70 +1%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$42K -$3.39K -400 -7%
APA
62
American Portfolios Advisors
New York
$34.6K – – –
BAM
63
Bellevue Asset Management
Washington
$28K – – –
BFC
64
Bedel Financial Consulting
Indiana
$25K – – –
FF
65
FourThought Financial
Florida
$19K +$19K +2,332 New
AWG
66
Altus Wealth Group
Colorado
$16K +$16K +1,865 New
GI
67
Gradient Investments
Minnesota
$14K – – –
SPIA
68
Steward Partners Investment Advisory
New York
$13K – – –
RA
69
Reby Advisors
Connecticut
$13K +$13K +1,500 New
NFSG
70
Newbridge Financial Services Group
Florida
$10K – – –
US Bancorp
71
US Bancorp
Minnesota
$8K – – –
PWMG
72
Prestige Wealth Management Group
New Jersey
$8K – – –
AWM
73
Accel Wealth Management
Iowa
$4K +$4K +512 New
Nuveen Asset Management
74
Nuveen Asset Management
Illinois
– -$1.06M -127,525 Closed
BRWM
75
B. Riley Wealth Management
Tennessee
– -$277K -33,500 Closed
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