We are live on ! Find out more
LEO

BNY Mellon Strategic Municipals

96 hedge funds and large institutions have $183M invested in BNY Mellon Strategic Municipals in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

1% more capital invested

Capital invested by funds: $181M → $183M (+$2.03M)

0.86% more ownership

Funds ownership: 44.59%45.45% (+0.86%)

6% less funds holding

Funds holding: 10296 (-6)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
96
Holders Change
-6
Holders Change %
-5.88%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
8
Increased
28
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
WealthTrust Axiom
Pennsylvania
$81.8K
NA
77
NewEdge Advisors
Louisiana
$79.1K +$26 +4 +0%
CWS
78
Confluence Wealth Services
Pennsylvania
$78.6K
BF
79
BOK Financial
Oklahoma
$77.3K
HCM
80
Hollencrest Capital Management
California
$75.4K
WAM
81
Wolverine Asset Management
Illinois
$68.8K +$69.9K +10,931 New
FPCP
82
Fort Point Capital Partners
California
$68.5K
Truist Financial
83
Truist Financial
North Carolina
$67.9K -$2.98K -467 -4%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$63.8K +$64.9K +10,150 New
FFA
85
Farther Finance Advisors
California
$38.4K
US Bancorp
86
US Bancorp
Minnesota
$34.6K
GWM
87
Gilpin Wealth Management
Colorado
$28.3K
CAL
88
Capital Analysts LLC
Pennsylvania
$26K +$198 +31 +0.8%
BTI
89
Blue Trust Inc
Georgia
$22.4K
EB
90
Eastern Bank
Massachusetts
$21.7K
UBS Group
91
UBS Group
Switzerland
$18.9K -$19.1K -2,981 -50%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$16.7K
PWMG
93
Prestige Wealth Management Group
New Jersey
$5.98K
SPIA
94
Steward Partners Investment Advisory
New York
$4.72K
SIS
95
Sound Income Strategies
Florida
$4.43K
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$19
Verition Fund Management
97
Verition Fund Management
Connecticut
-$1.39M -218,601 Closed
MC
98
Matisse Capital
Oregon
-$750K -117,935 Closed
TJHA
99
Thomas J. Herzfeld Advisors
Florida
-$600K -94,265 Closed
Jane Street
100
Jane Street
New York
-$526K -82,760 Closed