LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

95 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, 27 increasing their positions, 23 reducing their positions, and 4 closing their positions.

Holders
95
Holders Change
+8
Holders Change %
+9.2%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
27
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$18.4M
2
BI
2
Bulldog Investors
New Jersey
$3.63M
3
SCM
3
Saba Capital Management
New York
$33M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$2.3M
5
AAM
5
Advisors Asset Management
Colorado
$3.01M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$7.24M
2
AA
2
AQR Arbitrage
Connecticut
$251K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$7.82M
4
GC
4
Guggenheim Capital
Illinois
$4.06M
5
RCM
5
Rivernorth Capital Management
Florida
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
76
Prospera Financial Services
Texas
$79.5K 13,426 +436 +3%
UBS Group
77
UBS Group
Switzerland
$77.2K 13,041 -80,979 -86%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$76.1K 12,862 -4,876 -27%
NA
79
NewEdge Advisors
Louisiana
$74.3K 12,547 -2,190 -15%
CWS
80
Confluence Wealth Services
Pennsylvania
$74K 12,500 – –
HCM
81
Hollencrest Capital Management
California
$71K 11,994 – –
CMS
82
Capital Market Strategies
Florida
$69.3K 11,701 -1,420 -11%
KPWS
83
Kestra Private Wealth Services
Texas
$65.7K 11,100 – –
Truist Financial
84
Truist Financial
North Carolina
$63.3K 10,694 – –
Osaic Holdings
85
Osaic Holdings
Arizona
$49.2K 8,138 -276 -3%
FFA
86
Farther Finance Advisors
California
$35.9K 6,062 – –
GRP
87
Global Retirement Partners
California
$29.6K 5,000 +5,000 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$22K 3,651 +3,651 New
BTI
89
Blue Trust Inc
Georgia
$21.1K 3,569 – –
EB
90
Eastern Bank
Massachusetts
$20.4K 3,443 – –
SPIA
91
Steward Partners Investment Advisory
New York
$8.88K 1,500 – –
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$5.94K 1,003 – –
PWMG
93
Prestige Wealth Management Group
New Jersey
$5.62K 950 – –
MWM
94
Mascoma Wealth Management
New Hampshire
$3.3K 557 – –
Jones Financial Companies
95
Jones Financial Companies
Missouri
$2.48K 426 +426 New
PC
96
Promus Capital
Illinois
$83 14 – –
AWM
97
Avior Wealth Management
Nebraska
– – -32,493 Closed
NA
98
Novus Advisors
South Carolina
– – -23,900 Closed
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
– – -870 Closed
IA
100
IFP Advisors
Florida
– – -562 Closed
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