LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

79 hedge funds and large institutions have $50.6M invested in BNY Mellon Strategic Municipals in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.94M
2
GC
2
Guggenheim Capital
Illinois
$7.95M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$937K
4
XF
4
XML Financial
Maryland
$232K
5
FAIM
5
Financial Advocates Investment Management
Washington
$227K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$1.03M
2
RCM
2
Robinson Capital Management
Michigan
$1.3M
3
Invesco
3
Invesco
Georgia
$1.65M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.93M
5
ACA
5
Ackerman Capital Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.93M 1,469,057 -89,330 -6%
GC
2
Guggenheim Capital
Illinois
$7.95M 1,308,162 +151,765 +13%
Wells Fargo
3
Wells Fargo
California
$2.94M 483,083 +293,864 +155%
UBS Group
4
UBS Group
Switzerland
$2.83M 465,629 -924 -0.2%
CIA
5
Capital Investment Advisors
Georgia
$1.78M 293,369 +12,853 +5%
VanEck Associates
6
VanEck Associates
New York
$1.74M 286,144 +4,413 +2%
Invesco
7
Invesco
Georgia
$1.65M 271,886 -92,199 -25%
CF
8
Centaurus Financial
California
$1.41M 232,350 -20,930 -8%
RCM
9
Robinson Capital Management
Michigan
$1.3M 210,206 -214,692 -51%
Bank of America
10
Bank of America
North Carolina
$1.26M 207,636 -4,614 -2%
Ameriprise
11
Ameriprise
Minnesota
$1.23M 201,437 -9,477 -4%
RJA
12
Raymond James & Associates
Florida
$1.2M 196,535 +13,112 +7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.07M 175,829 +1,976 +1%
RCM
14
Rivernorth Capital Management
Florida
$1.03M 169,028 -292,478 -63%
Osaic Holdings
15
Osaic Holdings
Arizona
$997K 164,033 -7,602 -4%
PAS
16
Park Avenue Securities
New York
$980K 161,261 -1,897 -1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$937K 154,066 +49,422 +47%
SIA
18
Sit Investment Associates
Minnesota
$881K 144,841 +10,500 +8%
AA
19
AQR Arbitrage
Connecticut
$837K 137,735 +13,201 +11%
LPL Financial
20
LPL Financial
California
$635K 104,452 -2,337 -2%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$553K 90,892 -64,823 -42%
DLG
22
Daniel L. Goodwin
$532K 87,527 +9,000 +11%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$523K 86,076 -1,381 -2%
WAM
24
Worth Asset Management
Texas
$520K 85,504 -14,283 -14%
AWM
25
AE Wealth Management
Kansas
$413K 67,948 +13,503 +25%
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