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LEO

BNY Mellon Strategic Municipals

97 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, 29 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

10% more funds holding

Funds holding: 8897 (+9)

3.12% more ownership

Funds ownership: 38.2%41.33% (+3.1%)

5% more capital invested

Capital invested by funds: $146M → $152M (+$6.57M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
97
Holders Change
+9
Holders Change %
+10.23%
% 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
29
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$85K
PFS
77
Prospera Financial Services
Texas
$79.5K +$2.55K +436 +3%
UBS Group
78
UBS Group
Switzerland
$77.2K -$474K -80,979 -86%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$76.1K -$28.5K -4,876 -27%
NA
80
NewEdge Advisors
Louisiana
$74.3K -$12.8K -2,190 -15%
CWS
81
Confluence Wealth Services
Pennsylvania
$74K
HCM
82
Hollencrest Capital Management
California
$71K
CMS
83
Capital Market Strategies
Florida
$69.3K -$8.31K -1,420 -11%
KPWS
84
Kestra Private Wealth Services
Texas
$65.7K
Truist Financial
85
Truist Financial
North Carolina
$63.3K
Osaic Holdings
86
Osaic Holdings
Arizona
$52.3K +$2.46K +420 +5%
FFA
87
Farther Finance Advisors
California
$35.9K
GRP
88
Global Retirement Partners
California
$29.6K +$29.3K +5,000 New
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$22K +$21.4K +3,651 New
BTI
90
Blue Trust Inc
Georgia
$21.1K
EB
91
Eastern Bank
Massachusetts
$20.4K
SPIA
92
Steward Partners Investment Advisory
New York
$8.88K
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$5.94K
PWMG
94
Prestige Wealth Management Group
New Jersey
$5.62K
MWM
95
Mascoma Wealth Management
New Hampshire
$3.3K
Jones Financial Companies
96
Jones Financial Companies
Missouri
$2.48K +$2.49K +426 New
PC
97
Promus Capital
Illinois
$83
AWM
98
Avior Wealth Management
Nebraska
-$199K -32,493 Closed
NA
99
Novus Advisors
South Carolina
-$146K -23,900 Closed
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
-$5.32K -870 Closed

LEO Hedge Fund Activity: Q2 2025 in Review

97 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipals (LEO) for Q2 2025, worth a combined $152M — up 4.5% from $146M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LEO positions and 4 closed out — a net gain of 10 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $4.37M. The largest seller was Wells Fargo, cutting an estimated $1.91M.

  • 97 institutional investors held BNY Mellon Strategic Municipals (LEO) as of Q2 2025, up from 88 in Q1 2025.
  • Funds reported $152M of BNY Mellon Strategic Municipals stock for Q2 2025, up 4.5% quarter-over-quarter.
  • 14 funds opened new BNY Mellon Strategic Municipals positions in Q2 2025 and 4 closed out, a net change of +10 holders.
  • The largest BNY Mellon Strategic Municipals buyer in Q2 2025 was Pathstone Holdings, an estimated $4.37M added.
  • The largest BNY Mellon Strategic Municipals seller in Q2 2025 was Wells Fargo, an estimated $1.91M sold.

Based on aggregated 13F filings for Q2 2025.