LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

82 hedge funds and large institutions have $99.8M invested in BNY Mellon Strategic Municipals in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-6
Holders Change %
-6.82%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
28
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$9.45M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
$8.26M
3
GC
Guggenheim Capital
Illinois
$5.24M
4
Wells Fargo
Wells Fargo
California
$10.6M
5
NMC
Nine Masts Capital
Hong Kong
$619K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.53M
2
AC
Almitas Capital
California
$0
3
WAM
Weiss Asset Management
Massachusetts
$0
4
EC
Elequin Capital
New York
$0
5
Ameriprise
Ameriprise
Minnesota
$556K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$168K -$60.7K -9,924 -27%
NPFS
52
Novak & Powell Financial Services
Florida
$152K +$848 +139 +0.6%
SWM
53
Spire Wealth Management
Virginia
$152K – – –
CMS
54
Capital Market Strategies
Florida
$150K -$15.3K -2,500 -9%
WI
55
Wintrust Investments
Illinois
$150K – – –
WA
56
WealthTrust Axiom
Pennsylvania
$149K +$92 +15 +0.1%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$141K -$12K -1,962 -8%
WS
58
Wedbush Securities
California
$118K -$6.09K -1,000 -5%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$117K +$117K +19,238 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$105K -$41K -6,690 -28%
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$105K +$105K +17,200 New
US Bancorp
62
US Bancorp
Minnesota
$95.1K – – –
PMG
63
ProVise Management Group
Florida
$91K – – –
BRWA
64
B. Riley Wealth Advisors
Florida
$82.4K – – –
NA
65
NewEdge Advisors
Louisiana
$74.4K -$5.47K -897 -7%
HCM
66
Hollencrest Capital Management
California
$73.2K – – –
VCA
67
Verdence Capital Advisors
Maryland
$70.5K – – –
MFG
68
Merit Financial Group
Georgia
$69.9K -$133K -22,022 -65%
KPWS
69
Kestra Private Wealth Services
Texas
$67.7K – – –
MCCP
70
Mission Creek Capital Partners
California
$63.5K – – –
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$24.1K – – –
BTI
72
Blue Trust Inc
Georgia
$21.8K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$17.5K +$12.2K +2,000 +230%
SPIA
74
Steward Partners Investment Advisory
New York
$15.7K -$6.27K -1,027 -29%
AWM
75
Avior Wealth Management
Nebraska
$11.1K +$11.1K +1,823 New
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