LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

77 hedge funds and large institutions have $70.6M invested in BNY Mellon Strategic Municipals in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
21
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$10.3M
2
ACA
Ackerman Capital Advisors
Texas
$1.89M
3
RCM
Rivernorth Capital Management
Florida
$1.26M
4
Invesco
Invesco
Georgia
$3.13M
5
PPA
Parametric Portfolio Associates
Washington
$845K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.21M
2
KAS
Kestra Advisory Services
Texas
$87K
3
PAG
Private Advisor Group
New Jersey
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$2.25M
5
CA
Cornerstone Advisory
Maryland
$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$119K – – –
Fisher Asset Management
52
Fisher Asset Management
Washington
$106K +$106K +12,500 New
KPWS
53
Kestra Private Wealth Services
Texas
$100K -$9.22K -1,092 -8%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$96K – – –
MIG
55
Mariner Investment Group
New York
$96K +$96K +11,300 New
KAS
56
Kestra Advisory Services
Texas
$87K -$850K -99,927 -91%
XF
57
XML Financial
Maryland
$85K – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$77K – – –
PCTC
59
Perkins Coie Trust Company
Washington
$76K – – –
SWM
60
Spire Wealth Management
Virginia
$69K – – –
US Bancorp
61
US Bancorp
Minnesota
$61K -$5.95K -694 -9%
WWM
62
Wolff Wiese Magana
California
$61K – – –
M1FG
63
Mach-1 Financial Group
Arkansas
$58K +$58K +6,963 New
CFGS
64
Concourse Financial Group Securities
Alabama
$53K – – –
EIP
65
Ellis Investment Partners
Pennsylvania
$48K +$540 +65 +1%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$42K – – –
CA
67
CoreCap Advisors
Michigan
$31K +$31K +3,615 New
BAM
68
Bellevue Asset Management
Washington
$28K – – –
BFC
69
Bedel Financial Consulting
Indiana
$25K – – –
GI
70
Gradient Investments
Minnesota
$14K – – –
TFP
71
Tilia Fiduciary Partners
North Carolina
$14K +$14K +1,600 New
SPIA
72
Steward Partners Investment Advisory
New York
$13K – – –
FF
73
FourThought Financial
Florida
$11K -$8.26K -1,000 -43%
PWMG
74
Prestige Wealth Management Group
New Jersey
$8K – – –
APA
75
American Portfolios Advisors
New York
$7.06K -$27.5K -3,246 -80%
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