LEO

BNY Mellon Strategic Municipals

97 hedge funds and large institutions have $163M invested in BNY Mellon Strategic Municipals in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
97
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
76
Confluence Wealth Services
Pennsylvania
$78.1K
HCM
77
Hollencrest Capital Management
California
$75K
Truist Financial
78
Truist Financial
North Carolina
$70.4K
KPWS
79
Kestra Private Wealth Services
Texas
$69.4K
FPCP
80
Fort Point Capital Partners
California
$68.3K
UBS Group
81
UBS Group
Switzerland
$67.2K
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$67K
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$39K
FFA
84
Farther Finance Advisors
California
$37.9K
US Bancorp
85
US Bancorp
Minnesota
$34.4K
GRP
86
Global Retirement Partners
California
$31.3K
BTI
87
Blue Trust Inc
Georgia
$22.3K
EB
88
Eastern Bank
Massachusetts
$21.5K
SPIA
89
Steward Partners Investment Advisory
New York
$9.38K
PWMG
90
Prestige Wealth Management Group
New Jersey
$5.96K
SIS
91
Sound Income Strategies
Florida
$4.38K
MWM
92
Mascoma Wealth Management
New Hampshire
$3.48K
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$2K
AAP
94
Arax Advisory Partners
Colorado
$1.87K
CFS
95
Compass Financial Services
Iowa
$1.39K
PC
96
Promus Capital
Illinois
$88
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$19
AA
98
AQR Arbitrage
Connecticut
RIL
99
Rothschild Investment LLC
Illinois
NPFS
100
Novak & Powell Financial Services
Florida