LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

70 hedge funds and large institutions have $63M invested in BNY Mellon Strategic Municipals in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
20
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$10.5M
2
UBS Group
UBS Group
Switzerland
$5.09M
3
Invesco
Invesco
Georgia
$1.5M
4
Morgan Stanley
Morgan Stanley
New York
$7.41M
5
WCM
WealthBridge Capital Management
Ohio
$331K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$1.31M
2
CA
Cornerstone Advisory
Maryland
$2.35M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$6.89M
4
Northern Trust
Northern Trust
Illinois
$0
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
51
Perkins Coie Trust Company
Washington
$81K +$81K +9,000 New
SWM
52
Spire Wealth Management
Virginia
$74K – – –
US Bancorp
53
US Bancorp
Minnesota
$70K +$52.1K +5,810 +291%
WWM
54
Wolff Wiese Magana
California
$64K – – –
M1FG
55
Mach-1 Financial Group
Arkansas
$62K – – –
CFGS
56
Concourse Financial Group Securities
Alabama
$57K – – –
EIP
57
Ellis Investment Partners
Pennsylvania
$50K +$584 +66 +1%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$44K – – –
APA
59
American Portfolios Advisors
New York
$36.6K – – –
BAM
60
Bellevue Asset Management
Washington
$30K – – –
BFC
61
Bedel Financial Consulting
Indiana
$26K – – –
FF
62
FourThought Financial
Florida
$20K – – –
GI
63
Gradient Investments
Minnesota
$15K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$13K – – –
NFSG
65
Newbridge Financial Services Group
Florida
$11K – – –
PWMG
66
Prestige Wealth Management Group
New Jersey
$9K – – –
AWM
67
Accel Wealth Management
Iowa
$5K – – –
HI
68
Harbour Investments
Wisconsin
$1K – – –
Northern Trust
69
Northern Trust
Illinois
– -$297K -34,771 Closed
CCWA
70
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$215K -25,184 Closed
SFS
71
Sowell Financial Services
Arkansas
– -$108K -12,248 Closed
Citigroup
72
Citigroup
New York
– -$87K -10,150 Closed
WAP
73
Wealthcare Advisory Partners
Pennsylvania
– -$11K -1,285 Closed
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