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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
TWM
51
Tradition Wealth Management
Minnesota
$16K +$16.1K +1,481 New
PFBT
52
Parkside Financial Bank & Trust
Missouri
$14.1K – – –
BWL
53
Bogart Wealth LLC
Virginia
$10.8K – – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$9K +$98 +9 +1%
BAM
55
Byrne Asset Management
New Jersey
$5K – – –
FIA
56
FNY Investment Advisers
New York
$4K – – –
EC
57
Elequin Capital
New York
$1.4K +$1.41K +130 New
MA
58
Montag & Associates
Georgia
$1.1K – – –
LSC
59
Logan Stone Capital
Illinois
– -$342K -29,472 Closed
MML Investors Services
60
MML Investors Services
Massachusetts
– -$143K -12,350 Closed
ASFA
61
All Season Financial Advisors
Colorado
– -$138K -11,945 Closed
XF
62
XML Financial
Maryland
– -$133K -11,451 Closed
JP Morgan Chase
63
JP Morgan Chase
New York
– -$125K -10,828 Closed
DWM
64
Drive Wealth Management
Utah
– -$124K -10,700 Closed
GWSG
65
GPS Wealth Strategies Group
Colorado
– -$39.2K -3,379 Closed
BAM
66
Belpointe Asset Management
Nevada
– -$5K -431 Closed
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.