LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

68 hedge funds and large institutions have $62.8M invested in BNY Mellon Strategic Municipals in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
19
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$11.6M
2
Invesco
Invesco
Georgia
$2.34M
3
KAS
Kestra Advisory Services
Texas
$958K
4
ACA
Ackerman Capital Advisors
Texas
$463K
5
Mariner
Mariner
Kansas
$452K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$0
2
HWAM
Hennion & Walsh Asset Management
New Jersey
$5.38M
3
Osaic Holdings
Osaic Holdings
Arizona
$2.74M
4
UBS Group
UBS Group
Switzerland
$4.8M
5
BCA
Bay Colony Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$79K – – –
PCTC
52
Perkins Coie Trust Company
Washington
$78K – – –
SWM
53
Spire Wealth Management
Virginia
$71K – – –
US Bancorp
54
US Bancorp
Minnesota
$68K – – –
WWM
55
Wolff Wiese Magana
California
$62K – – –
CFGS
56
Concourse Financial Group Securities
Alabama
$55K – – –
EIP
57
Ellis Investment Partners
Pennsylvania
$49K +$557 +65 +1%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$43K – – –
APA
59
American Portfolios Advisors
New York
$35.5K – – –
BAM
60
Bellevue Asset Management
Washington
$29K – – –
BFC
61
Bedel Financial Consulting
Indiana
$25K – – –
FF
62
FourThought Financial
Florida
$20K – – –
GI
63
Gradient Investments
Minnesota
$15K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$13K – – –
TVWM
65
Tower View Wealth Management
Wisconsin
$9K +$9K +1,000 New
PWMG
66
Prestige Wealth Management Group
New Jersey
$8K – – –
AWM
67
Accel Wealth Management
Iowa
$4K – – –
HI
68
Harbour Investments
Wisconsin
$1K – – –
RCM
69
Robinson Capital Management
Michigan
– -$1.31M -145,667 Closed
BCA
70
Bay Colony Advisors
Massachusetts
– -$121K -13,444 Closed
M1FG
71
Mach-1 Financial Group
Arkansas
– -$62K -6,963 Closed
NFSG
72
Newbridge Financial Services Group
Florida
– -$11K -1,200 Closed
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