LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

85 hedge funds and large institutions have $112M invested in BNY Mellon Strategic Municipals in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
31
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$24.8M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$2.9M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$8.97M
4
AC
4
Almitas Capital
California
$351K
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$346K

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$7.23M
2
Wells Fargo
2
Wells Fargo
California
$9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$117K
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
CRC
5
Curi RMB Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Spire Wealth Management
Virginia
$152K – – –
CMS
52
Capital Market Strategies
Florida
$151K – – –
WA
53
WealthTrust Axiom
Pennsylvania
$149K +$184 +30 +0.1%
BRWA
54
B. Riley Wealth Advisors
Florida
$125K +$30.6K +5,000 +32%
KAS
55
Kestra Advisory Services
Texas
$123K +$123K +20,152 New
WI
56
Wintrust Investments
Illinois
$123K -$27.6K -4,500 -18%
CA
57
Cornerstone Advisory
Maryland
$123K -$71.4K -11,666 -37%
WS
58
Wedbush Securities
California
$119K – – –
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$118K +$330 +54 +0.3%
Osaic Holdings
60
Osaic Holdings
Arizona
$117K -$1.24M -202,240 -91%
US Bancorp
61
US Bancorp
Minnesota
$111K +$15.9K +2,601 +17%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$105K +$257 +42 +0.2%
SIA
63
Sit Investment Associates
Minnesota
$103K -$208K -33,976 -67%
WFA
64
WMG Financial Advisors
Tennessee
$96.1K +$96.1K +15,700 New
Citadel Advisors
65
Citadel Advisors
Florida
$91.7K +$91.7K +14,991 New
NA
66
NewEdge Advisors
Louisiana
$90.6K +$16K +2,608 +21%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$89.5K +$89.5K +14,627 New
PMG
68
ProVise Management Group
Florida
$79.1K -$12.2K -2,000 -13%
PFS
69
Prospera Financial Services
Texas
$77.9K +$77.9K +12,728 New
HF
70
HRT Financial
New York
$77K +$77K +12,632 New
HCM
71
Hollencrest Capital Management
California
$73.4K – – –
VCA
72
Verdence Capital Advisors
Maryland
$71.4K +$679 +111 +1%
KPWS
73
Kestra Private Wealth Services
Texas
$67.9K – – –
AWM
74
Avior Wealth Management
Nebraska
$42.7K +$31.5K +5,150 +283%
GRP
75
Global Retirement Partners
California
$30.6K +$30.6K +5,000 New
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