LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

77 hedge funds and large institutions have $58.7M invested in BNY Mellon Strategic Municipals in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$11.3M
2
UBS Group
UBS Group
Switzerland
$2.18M
3
Truist Financial
Truist Financial
North Carolina
$892K
4
WP
Woodline Partners
California
$1.13M
5
RCM
Robinson Capital Management
Michigan
$4.06M

Top Sellers

1
LSC
Logan Stone Capital
Illinois
$594K
2
AWM
AE Wealth Management
Kansas
$0
3
VanEck Associates
VanEck Associates
New York
$2.11M
4
Invesco
Invesco
Georgia
$262K
5
FAIM
Financial Advocates Investment Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
51
Wintrust Investments
Illinois
$109K +$31K +5,000 +40%
NA
52
NewEdge Advisors
Louisiana
$101K – – –
JMF
53
Johnson Midwest Financial
Iowa
$97.9K – – –
US Bancorp
54
US Bancorp
Minnesota
$97K – – –
NL
55
NWAM LLC
Washington
$96.4K +$96.4K +15,500 New
BRWA
56
B. Riley Wealth Advisors
Florida
$95.8K – – –
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$91.3K -$44.6K -7,175 -33%
WS
58
Wedbush Securities
California
$89K -$464 -75 -0.5%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$81K +$12.4K +2,000 +18%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$79.3K – – –
KWA
61
Kingswood Wealth Advisors
California
$74.6K +$74.6K +12,000 New
HCM
62
Hollencrest Capital Management
California
$74.6K – – –
HF
63
HRT Financial
New York
$72K +$72K +11,663 New
KPWS
64
Kestra Private Wealth Services
Texas
$69K – – –
MCCP
65
Mission Creek Capital Partners
California
$67.3K +$67.3K +10,819 New
WWM
66
Wolff Wiese Magana
California
$44.6K – – –
WAM
67
WFA Asset Management
Wisconsin
$40.5K +$40.5K +6,511 New
BTI
68
Blue Trust Inc
Georgia
$22K – – –
NIC
69
Northwest Investment Counselors
Oregon
$18.4K – – –
WB
70
Webster Bank
Connecticut
$17.5K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$15.7K – – –
GI
72
Gradient Investments
Minnesota
$10.6K – – –
FCT
73
First Community Trust
Iowa
$10.6K – – –
PWMG
74
Prestige Wealth Management Group
New Jersey
$5.91K – – –
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
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3
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