LEO

BNY Mellon Strategic Municipals

99 hedge funds and large institutions have $163M invested in BNY Mellon Strategic Municipals in 2025 Q3 according to their latest regulatory filings, with 10 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
99
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
Nomura Holdings
76
Nomura Holdings
Japan
$78.1K
CWS
77
Confluence Wealth Services
Pennsylvania
$78.1K
HCM
78
Hollencrest Capital Management
California
$75K
Truist Financial
79
Truist Financial
North Carolina
$70.4K
KPWS
80
Kestra Private Wealth Services
Texas
$69.4K
FPCP
81
Fort Point Capital Partners
California
$68.3K
UBS Group
82
UBS Group
Switzerland
$67.2K
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$67K
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$39K
FFA
85
Farther Finance Advisors
California
$37.9K
US Bancorp
86
US Bancorp
Minnesota
$34.4K
GRP
87
Global Retirement Partners
California
$31.3K
BTI
88
Blue Trust Inc
Georgia
$22.3K
EB
89
Eastern Bank
Massachusetts
$21.5K
SPIA
90
Steward Partners Investment Advisory
New York
$9.38K
FIA
91
FNY Investment Advisers
New York
$6K
PWMG
92
Prestige Wealth Management Group
New Jersey
$5.96K
SIS
93
Sound Income Strategies
Florida
$4.38K
MWM
94
Mascoma Wealth Management
New Hampshire
$3.48K
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$2K
AAP
96
Arax Advisory Partners
Colorado
$1.87K
CFS
97
Compass Financial Services
Iowa
$1.39K
PC
98
Promus Capital
Illinois
$88
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$19
AA
100
AQR Arbitrage
Connecticut