LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

84 hedge funds and large institutions have $70.1M invested in BNY Mellon Strategic Municipals in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
26
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$4.73M
2
RCM
Robinson Capital Management
Michigan
$3.52M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.23M
4
PPA
Parametric Portfolio Associates
Washington
$1.93M
5
PAS
Park Avenue Securities
New York
$1.14M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$7.93M
2
CA
Cornerstone Advisory
Maryland
$756K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$3.95M
4
Millennium Management
Millennium Management
New York
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
SeaCrest Wealth Management
New York
$158K – – –
1WA
52
180 Wealth Advisors
Washington
$145K +$1.37K +199 +1%
MCC
53
Money Concepts Capital
Florida
$138K +$138K +19,140 New
FWM
54
Fairhaven Wealth Management
Illinois
$134K – – –
WS
55
Wedbush Securities
California
$134K +$524 +73 +0.4%
HCM
56
Hollencrest Capital Management
California
$131K – – –
CFGS
57
Concourse Financial Group Securities
Alabama
$131K +$85.6K +11,872 +188%
NA
58
NewEdge Advisors
Louisiana
$128K -$5.75K -800 -4%
KAS
59
Kestra Advisory Services
Texas
$120K +$46.2K +6,409 +63%
JMF
60
Johnson Midwest Financial
Iowa
$113K – – –
NL
61
NWAM LLC
Washington
$111K – – –
HighTower Advisors
62
HighTower Advisors
Illinois
$100K – – –
KPWS
63
Kestra Private Wealth Services
Texas
$85K – – –
MIG
64
Mariner Investment Group
New York
$75K -$6.31K -877 -8%
XF
65
XML Financial
Maryland
$72K – – –
PCTC
66
Perkins Coie Trust Company
Washington
$65K – – –
US Bancorp
67
US Bancorp
Minnesota
$52K – – –
WWM
68
Wolff Wiese Magana
California
$52K – – –
M1FG
69
Mach-1 Financial Group
Arkansas
$50K – – –
EIP
70
Ellis Investment Partners
Pennsylvania
$42K +$503 +70 +1%
IA
71
IFP Advisors
Florida
$38K +$38K +4,555 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$36K – – –
BAM
73
Bellevue Asset Management
Washington
$24K – – –
BFC
74
Bedel Financial Consulting
Indiana
$21K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$18K +$7.32K +1,027 +68%
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3
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