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 %
Truist Financial
76
Truist Financial
North Carolina
$65.4K +$65.4K +10,694 New
Osaic Holdings
77
Osaic Holdings
Arizona
$51.5K -$24.5K -3,998 -32%
FFA
78
Farther Finance Advisors
California
$37.6K +$37.6K +6,062 New
BTI
79
Blue Trust Inc
Georgia
$21.8K – – –
EB
80
Eastern Bank
Massachusetts
$21.1K +$21.1K +3,443 New
SPIA
81
Steward Partners Investment Advisory
New York
$9.18K – – –
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$6.14K -$67.3K -11,000 -92%
PWMG
83
Prestige Wealth Management Group
New Jersey
$5.81K – – –
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$5.32K – – –
IA
85
IFP Advisors
Florida
$3.44K – – –
MWM
86
Mascoma Wealth Management
New Hampshire
$3.41K – – –
PC
87
Promus Capital
Illinois
$85 – – –
WAM
88
Wolverine Asset Management
Illinois
– -$584K -96,711 Closed
KeyBank National Association
89
KeyBank National Association
Ohio
– -$453K -75,000 Closed
RAM
90
Readystate Asset Management
Illinois
– -$443K -73,275 Closed
Nomura Holdings
91
Nomura Holdings
Japan
– -$362K -60,000 Closed
LF
92
Lee Financial
Texas
– -$230K -38,070 Closed
KWA
93
Kingswood Wealth Advisors
California
– -$203K -33,530 Closed
NMC
94
Nine Masts Capital
Hong Kong
– -$161K -26,608 Closed
NPFS
95
Novak & Powell Financial Services
Florida
– -$155K -25,608 Closed
IAA
96
Independent Advisor Alliance
North Carolina
– -$127K -21,023 Closed
KAS
97
Kestra Advisory Services
Texas
– -$78.9K -13,055 Closed
VCA
98
Verdence Capital Advisors
Maryland
– -$71.7K -11,874 Closed
Walleye Capital
99
Walleye Capital
New York
– -$71.4K -11,818 Closed
XF
100
XML Financial
Maryland
– -$60.4K -10,000 Closed
1 2 3
4
5