DMB

BNY Mellon Municipal Bond Infrastructure Fund
DMB

Overview Fund Activity

49 hedge funds and large institutions have $47.2M invested in BNY Mellon Municipal Bond Infrastructure Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+7
Holders Change %
+16.67%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$510K
2
GC
Guggenheim Capital
Illinois
$3.79M
3
BHWM
Bar Harbor Wealth Management
New Hampshire
$221K
4
FFA
Founders Financial Alliance
North Carolina
$205K
5
Ameriprise
Ameriprise
Minnesota
$1.63M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$0
2
Morgan Stanley
Morgan Stanley
New York
$7.12M
3
RJA
Raymond James & Associates
Florida
$5.75M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
$1.22M
5
IAIM
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
26
NVWM LLC
Pennsylvania
$306K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$301K -$6.63K -452 -2%
EW
28
Element Wealth
Mississippi
$295K – – –
CG
29
Clarus Group
Texas
$243K -$77.7K -5,115 -24%
BHWM
30
Bar Harbor Wealth Management
New Hampshire
$221K +$221K +15,040 New
KAS
31
Kestra Advisory Services
Texas
$220K +$19.7K +1,346 +10%
FFA
32
Founders Financial Alliance
North Carolina
$205K +$205K +13,969 New
HI
33
Harbour Investments
Wisconsin
$164K +$4.28K +292 +3%
AAS
34
Avantax Advisory Services
Texas
$156K +$88 +6 +0.1%
WAM
35
Wolverine Asset Management
Illinois
$136K +$136K +9,274 New
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$110K – – –
Citigroup
37
Citigroup
New York
$107K – – –
CFGS
38
Concourse Financial Group Securities
Alabama
$92K +$92K +6,245 New
AWA
39
Arkadios Wealth Advisors
Georgia
$81K +$81K +5,546 New
SPIA
40
Steward Partners Investment Advisory
New York
$35K +$3.14K +213 +10%
US Bancorp
41
US Bancorp
Minnesota
$22K +$22K +1,500 New
NFSG
42
Newbridge Financial Services Group
Florida
$20K – – –
NSIM
43
North Star Investment Management
Illinois
$20K +$20K +1,343 New
BWL
44
Bogart Wealth LLC
Virginia
$15K – – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$15K +$15K +1,000 New
SWM
46
Spire Wealth Management
Virginia
$12K – – –
EIP
47
Ellis Investment Partners
Pennsylvania
$11K +$11K +800 New
MA
48
Montag & Associates
Georgia
$1K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
SFS
50
Shaker Financial Services
Virginia
– -$471K -33,352 Closed
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2
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