LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

89 hedge funds and large institutions have $130M invested in BNY Mellon Strategic Municipals in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
26
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$7.18M
2
RCM
2
Rivernorth Capital Management
Florida
$15.7M
3
SCM
3
Saba Capital Management
New York
$28.9M
4
SIA
4
Sit Investment Associates
Minnesota
$1.8M
5
1CP
5
1607 Capital Partners
Virginia
$1.54M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$828K
2
LCM
2
Landscape Capital Management
New Jersey
$0
3
WAM
3
Wolverine Asset Management
Illinois
$332K
4
AA
4
AQR Arbitrage
Connecticut
$3.06M
5
Wells Fargo
5
Wells Fargo
California
$9.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPFS
51
Novak & Powell Financial Services
Florida
$165K +$872 +134 +0.5%
SWM
52
Spire Wealth Management
Virginia
$162K – – –
CMS
53
Capital Market Strategies
Florida
$160K – – –
WA
54
WealthTrust Axiom
Pennsylvania
$159K +$98 +15 +0.1%
CA
55
Cornerstone Advisory
Maryland
$131K +$514 +79 +0.4%
WS
56
Wedbush Securities
California
$126K – – –
KAS
57
Kestra Advisory Services
Texas
$119K -$12.3K -1,894 -9%
Mariner
58
Mariner
Kansas
$118K -$167K -25,600 -58%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$116K -$9.75K -1,497 -8%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$112K +$130 +20 +0.1%
AWM
61
Avior Wealth Management
Nebraska
$103K +$57.7K +8,857 +127%
WFA
62
WMG Financial Advisors
Tennessee
$102K – – –
US Bancorp
63
US Bancorp
Minnesota
$101K -$16.9K -2,601 -14%
BRWA
64
B. Riley Wealth Advisors
Florida
$101K -$32.6K -5,000 -25%
NA
65
NewEdge Advisors
Louisiana
$96.5K +$39 +6 +0%
Citadel Advisors
66
Citadel Advisors
Florida
$95.2K -$2.36K -363 -2%
Corient Private Wealth
67
Corient Private Wealth
Florida
$95.1K +$95.1K +14,607 New
SA
68
Sanctuary Advisors
Indiana
$85.3K +$85.3K +13,736 New
PFS
69
Prospera Financial Services
Texas
$83.2K +$378 +58 +0.5%
HCM
70
Hollencrest Capital Management
California
$78.1K – – –
Osaic Holdings
71
Osaic Holdings
Arizona
$77.5K -$46.7K -7,172 -38%
VCA
72
Verdence Capital Advisors
Maryland
$76.4K +$462 +71 +0.6%
KPWS
73
Kestra Private Wealth Services
Texas
$72.3K – – –
PMG
74
ProVise Management Group
Florida
$71.6K -$12.5K -1,925 -15%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$69.9K -$26.8K -4,058 -28%
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