DMB

BNY Mellon Municipal Bond Infrastructure Fund
DMB

Overview Fund Activity

42 hedge funds and large institutions have $47.6M invested in BNY Mellon Municipal Bond Infrastructure Fund in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-7
Holders Change %
-14.29%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
18
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$2.31M
2
Invesco
Invesco
Georgia
$1.19M
3
RJA
Raymond James & Associates
Florida
$6.5M
4
UBS Group
UBS Group
Switzerland
$1.18M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$769K

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$390K
2
Morgan Stanley
Morgan Stanley
New York
$6.15M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$0
4
GC
Guggenheim Capital
Illinois
$2.8M
5
MSL
Mackay Shields LLC
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$320K -$297 -19 -0.1%
EW
27
Element Wealth
Mississippi
$313K – – –
CG
28
Clarus Group
Texas
$249K – – –
BHWM
29
Bar Harbor Wealth Management
New Hampshire
$235K – – –
AssetMark Inc
30
AssetMark Inc
California
$217K +$217K +13,930 New
AAS
31
Avantax Advisory Services
Texas
$197K +$32.5K +2,089 +20%
HI
32
Harbour Investments
Wisconsin
$170K -$4.55K -292 -3%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$117K – – –
CFGS
34
Concourse Financial Group Securities
Alabama
$98K – – –
AWA
35
Arkadios Wealth Advisors
Georgia
$86K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$47K +$9.84K +629 +26%
US Bancorp
37
US Bancorp
Minnesota
$23K – – –
NSIM
38
North Star Investment Management
Illinois
$21K +$217 +14 +1%
BWL
39
Bogart Wealth LLC
Virginia
$16K – – –
SWM
40
Spire Wealth Management
Virginia
$12K – – –
EIP
41
Ellis Investment Partners
Pennsylvania
$12K +$75 +5 +0.6%
MA
42
Montag & Associates
Georgia
$2K – – –
HWAM
43
Hennion & Walsh Asset Management
New Jersey
– -$1.22M -83,087 Closed
MSL
44
Mackay Shields LLC
New York
– -$743K -50,575 Closed
FFA
45
Founders Financial Alliance
North Carolina
– -$205K -13,969 Closed
WAM
46
Wolverine Asset Management
Illinois
– -$136K -9,274 Closed
Citigroup
47
Citigroup
New York
– -$107K -7,267 Closed
NFSG
48
Newbridge Financial Services Group
Florida
– -$20K -1,349 Closed
Fidelity Investments
49
Fidelity Investments
Massachusetts
– -$15K -1,000 Closed
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