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DMB

BNY Mellon Municipal Bond Infrastructure Fund
DMB

58 hedge funds and large institutions have $37.7M invested in BNY Mellon Municipal Bond Infrastructure Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

4% more funds holding

Funds holding: 56 → 58 (+2)

1.17% more ownership

Funds ownership: 17.85% → 19.02% (+1.2%)

1% more capital invested

Capital invested by funds: $37.4M → $37.7M (+$324K)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.22M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$737K
3
Wells Fargo
Wells Fargo
California
+$711K
4
ACA
Ackerman Capital Advisors
Texas
+$360K
5
WAM
Wolverine Asset Management
Illinois
+$240K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$388K
2
RJA
Raymond James & Associates
Florida
-$387K
3
LSC
Logan Stone Capital
Illinois
-$342K
4
MML Investors Services
MML Investors Services
Massachusetts
-$143K
5
ASFA
All Season Financial Advisors
Colorado
-$138K
Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
26
Ashton Thomas Private Wealth
Arizona
$234K +$236K +21,702 New
AFP
27
Ausdal Financial Partners
Iowa
$232K +$1.35K +124 +0.6%
BHWM
28
Bar Harbor Wealth Management
New Hampshire
$220K – – –
EW
29
Element Wealth
Mississippi
$219K – – –
LCM
30
Landscape Capital Management
New Jersey
$202K +$204K +18,792 New
FCA
31
FLC Capital Advisors
California
$189K – – –
Bank of America
32
Bank of America
North Carolina
$182K -$32.6K -3,000 -15%
SIC
33
Samalin Investment Counsel
New York
$164K +$48.6K +4,471 +42%
FFA
34
Farther Finance Advisors
California
$158K +$159K +14,647 New
MWM
35
Melfa Wealth Management
Massachusetts
$155K -$50.5K -4,642 -24%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$149K +$11.1K +1,022 +8%
BRWA
37
B. Riley Wealth Advisors
Florida
$140K +$141K +12,990 New
PAG
38
Private Advisor Group
New Jersey
$123K +$10.9K +1,005 +10%
LNWWM
39
Laird Norton Wetherby Wealth Management
California
$123K +$5.69K +523 +5%
STA
40
Summit Trail Advisors
New York
$115K +$115K +10,611 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$112K +$113K +10,414 New
JWA
42
JFS Wealth Advisors
Pennsylvania
$98.5K +$1.07K +98 +1%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$93K -$43.5K -4,000 -32%
CFGS
44
Concourse Financial Group Securities
Alabama
$67.5K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$52.3K – – –
HCM
46
Hollencrest Capital Management
California
$40.9K – – –
NL
47
NVWM LLC
Pennsylvania
$32.4K -$40.2K -3,700 -55%
UB
48
UMB Bank
Missouri
$26.3K – – –
AA
49
Ancora Advisors
Ohio
$19K +$19.2K +1,762 New
US Bancorp
50
US Bancorp
Minnesota
$16.2K – – –
1
2
3

DMB Hedge Fund Activity: Q2 2023 in Review

58 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Municipal Bond Infrastructure Fund (DMB) for Q2 2023, worth a combined $37.7M — up 0.87% from $37.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DMB positions and 8 closed out — a net gain of 2 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.22M. The largest seller was Invesco, cutting an estimated $388K.

  • 58 institutional investors held BNY Mellon Municipal Bond Infrastructure Fund (DMB) as of Q2 2023, up from 56 in Q1 2023.
  • Funds reported $37.7M of BNY Mellon Municipal Bond Infrastructure Fund stock for Q2 2023, up 0.87% quarter-over-quarter.
  • 10 funds opened new BNY Mellon Municipal Bond Infrastructure Fund positions in Q2 2023 and 8 closed out, a net change of +2 holders.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund buyer in Q2 2023 was Guggenheim Capital, an estimated $1.22M added.
  • The largest BNY Mellon Municipal Bond Infrastructure Fund seller in Q2 2023 was Invesco, an estimated $388K sold.

Based on aggregated 13F filings for Q2 2023.