LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

72 hedge funds and large institutions have $61.8M invested in BNY Mellon Strategic Municipals in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$1.49M
2
Bank of America
Bank of America
North Carolina
+$1.3M
3
Morgan Stanley
Morgan Stanley
New York
+$1.14M
4
Invesco
Invesco
Georgia
+$413K
5
Northern Trust
Northern Trust
Illinois
+$297K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
-$3.1M
2
KAS
Kestra Advisory Services
Texas
-$1.21M
3
ACA
Ackerman Capital Advisors
Texas
-$614K
4
Millennium Management
Millennium Management
New York
-$299K
5
SIA
Sit Investment Associates
Minnesota
-$235K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$86K -$17K -1,991 -17%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$78K – – –
SWM
53
Spire Wealth Management
Virginia
$70K +$70K +8,200 New
WWM
54
Wolff Wiese Magana
California
$61K – – –
M1FG
55
Mach-1 Financial Group
Arkansas
$59K – – –
CFGS
56
Concourse Financial Group Securities
Alabama
$54K +$54K +6,304 New
EIP
57
Ellis Investment Partners
Pennsylvania
$48K +$593 +69 +1%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$42K – – –
APA
59
American Portfolios Advisors
New York
$34.8K – – –
BAM
60
Bellevue Asset Management
Washington
$29K – – –
BFC
61
Bedel Financial Consulting
Indiana
$25K – – –
FF
62
FourThought Financial
Florida
$19K – – –
US Bancorp
63
US Bancorp
Minnesota
$17K +$8.5K +1,000 +100%
GI
64
Gradient Investments
Minnesota
$15K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$12.8K – – –
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$11K +$11K +1,285 New
NFSG
67
Newbridge Financial Services Group
Florida
$10K – – –
PWMG
68
Prestige Wealth Management Group
New Jersey
$8K – – –
AWM
69
Accel Wealth Management
Iowa
$4K – – –
PAM
70
Panagora Asset Management
Massachusetts
$1K +$1K +74 New
HI
71
Harbour Investments
Wisconsin
$1K +$1K +114 New
KAS
72
Kestra Advisory Services
Texas
– -$1.21M -143,828 Closed
ACA
73
Ackerman Capital Advisors
Texas
– -$614K -72,349 Closed
Millennium Management
74
Millennium Management
New York
– -$299K -35,162 Closed
DAS
75
Dynamic Advisor Solutions
Arizona
– -$215K -25,274 Closed
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3
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