LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

79 hedge funds and large institutions have $50.6M invested in BNY Mellon Strategic Municipals in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.94M
2
GC
2
Guggenheim Capital
Illinois
$7.95M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$937K
4
XF
4
XML Financial
Maryland
$232K
5
FAIM
5
Financial Advocates Investment Management
Washington
$227K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$1.03M
2
RCM
2
Robinson Capital Management
Michigan
$1.3M
3
Invesco
3
Invesco
Georgia
$1.65M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.93M
5
ACA
5
Ackerman Capital Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$111K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$98K +$67.8K +11,136 +225%
BRWA
53
B. Riley Wealth Advisors
Florida
$95K +$95K +15,476 New
NA
54
NewEdge Advisors
Louisiana
$94K -$3.03K -500 -3%
NL
55
NWAM LLC
Washington
$94K – – –
HighTower Advisors
56
HighTower Advisors
Illinois
$84K -$2.46K -411 -3%
WCM
57
WealthBridge Capital Management
Ohio
$76K – – –
HCM
58
Hollencrest Capital Management
California
$73K – – –
KPWS
59
Kestra Private Wealth Services
Texas
$72K – – –
WAAG
60
Wealth Alliance Advisory Group
Kansas
$63K +$63K +10,302 New
PCTC
61
Perkins Coie Trust Company
Washington
$55K – – –
WWM
62
Wolff Wiese Magana
California
$44K – – –
US Bancorp
63
US Bancorp
Minnesota
$43K – – –
M1FG
64
Mach-1 Financial Group
Arkansas
$42K – – –
IAMOG
65
Investors Asset Management of Georgia
Georgia
$42K – – –
SPIA
66
Steward Partners Investment Advisory
New York
$41K – – –
IA
67
IFP Advisors
Florida
$38K – – –
GWSG
68
GPS Wealth Strategies Group
Colorado
$34K – – –
BTI
69
Blue Trust Inc
Georgia
$23K – – –
BAM
70
Bellevue Asset Management
Washington
$17K – – –
GI
71
Gradient Investments
Minnesota
$10K – – –
TFP
72
Tilia Fiduciary Partners
North Carolina
$10K – – –
FCT
73
First Community Trust
Iowa
$10K +$10K +1,700 New
FF
74
FourThought Financial
Florida
$8K – – –
PWMG
75
Prestige Wealth Management Group
New Jersey
$6K – – –
1 2
3
4