LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

87 hedge funds and large institutions have $145M invested in BNY Mellon Strategic Municipals in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-15
Holders Change %
-14.71%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
27
Reduced
26
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$5.47M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$4.18M
3
WA
Whitebox Advisors
Minnesota
+$1.64M
4
SIA
Sit Investment Associates
Minnesota
+$1.39M
5
SCM
Saba Capital Management
New York
+$1.11M

Top Sellers

1
LSC
Logan Stone Capital
Illinois
-$1.05M
2
AA
AQR Arbitrage
Connecticut
-$900K
3
Morgan Stanley
Morgan Stanley
New York
-$710K
4
VanEck Associates
VanEck Associates
New York
-$648K
5
WAM
Wolverine Asset Management
Illinois
-$584K
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
51
Virtu Financial
New York
$216K +$102K +16,704 +90%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$215K +$1.92K +314 +0.9%
AWM
53
Avior Wealth Management
Nebraska
$199K +$86.3K +14,104 +77%
NFG
54
Nations Financial Group
Iowa
$196K -$263K -43,000 -57%
CFS
55
Compass Financial Services
Iowa
$180K +$1.65K +269 +0.9%
FAG
56
Fortitude Advisory Group
Washington
$161K – – –
MFG
57
Merit Financial Group
Georgia
$160K +$160K +26,133 New
SWM
58
Spire Wealth Management
Virginia
$152K – – –
LCM
59
Landscape Capital Management
New Jersey
$148K +$20K +3,275 +16%
NA
60
Novus Advisors
South Carolina
$146K – – –
WS
61
Wedbush Securities
California
$137K – – –
MCM
62
MAI Capital Management
Ohio
$119K – – –
WA
63
WealthTrust Axiom
Pennsylvania
$116K – – –
Mariner
64
Mariner
Kansas
$111K -$747 -122 -0.7%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$109K -$98 -16 -0.1%
US Bancorp
66
US Bancorp
Minnesota
$95.4K – – –
NA
67
NewEdge Advisors
Louisiana
$90.2K +$55 +9 +0.1%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$88K -$24.9K -4,052 -22%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$84.8K -$61K -9,973 -42%
CMS
70
Capital Market Strategies
Florida
$80.3K +$12.2K +2,000 +18%
PFS
71
Prospera Financial Services
Texas
$79.5K +$539 +88 +0.7%
HCM
72
Hollencrest Capital Management
California
$73.4K – – –
CWS
73
Confluence Wealth Services
Pennsylvania
$71.8K +$71.8K +12,500 New
MML Investors Services
74
MML Investors Services
Massachusetts
$71K +$71K +11,593 New
KPWS
75
Kestra Private Wealth Services
Texas
$67.9K – – –
1 2
3
4 5