LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

96 hedge funds and large institutions have $152M invested in BNY Mellon Strategic Municipals in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+9
Holders Change %
+10.34%
% 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
14
Increased
28
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$4.42M
2
BI
Bulldog Investors
New Jersey
+$3.63M
3
SCM
Saba Capital Management
New York
+$2.76M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$2.3M
5
AAM
Advisors Asset Management
Colorado
+$1.01M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.93M
2
AA
AQR Arbitrage
Connecticut
-$943K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$665K
4
GC
Guggenheim Capital
Illinois
-$569K
5
RCM
Rivernorth Capital Management
Florida
-$480K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
51
Rothschild Investment LLC
Illinois
$237K – – –
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$228K – – –
WCM
53
WealthBridge Capital Management
Ohio
$224K – – –
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$215K -$355K -59,997 -62%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$210K +$2.12K +358 +1%
NFG
56
Nations Financial Group
Iowa
$190K – – –
FAG
57
Fortitude Advisory Group
Washington
$165K – – –
MFG
58
Merit Financial Group
Georgia
$164K +$9.25K +1,562 +6%
NPFS
59
Novak & Powell Financial Services
Florida
$154K +$154K +26,055 New
SWM
60
Spire Wealth Management
Virginia
$147K – – –
LCM
61
Landscape Capital Management
New Jersey
$143K – – –
Citadel Advisors
62
Citadel Advisors
Florida
$141K +$141K +23,753 New
WS
63
Wedbush Securities
California
$133K – – –
Nomura Holdings
64
Nomura Holdings
Japan
$118K +$118K +20,000 New
MCM
65
MAI Capital Management
Ohio
$115K – – –
Mariner
66
Mariner
Kansas
$114K +$6.73K +1,137 +6%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$108K +$26.4K +4,461 +32%
CFS
68
Compass Financial Services
Iowa
$107K -$66.8K -11,277 -38%
WA
69
WealthTrust Axiom
Pennsylvania
$101K -$11.8K -2,000 -11%
US Bancorp
70
US Bancorp
Minnesota
$92.3K – – –
VF
71
Virtu Financial
New York
$89K -$120K -20,272 -57%
MML Investors Services
72
MML Investors Services
Massachusetts
$89K +$20.1K +3,384 +29%
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$85.9K +$85.9K +14,516 New
AO
74
Advisor OS
Illinois
$85.9K +$85.9K +14,516 New
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$85K – – –
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3
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