DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

89 hedge funds and large institutions have $132M invested in BNY Mellon Strategic Municipal Bond Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
27
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$28.9M
2
KIM
2
Karpus Investment Management
New York
$4.8M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$19.5M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$2.05M
5
Invesco
5
Invesco
Georgia
$768K

Top Sellers

1
WA
1
Whitebox Advisors
Minnesota
$2.12M
2
Wells Fargo
2
Wells Fargo
California
$2.53M
3
NL
3
Nuveen LLC
North Carolina
$762K
4
GC
4
Guggenheim Capital
Illinois
$3.98M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$5.84M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$28.9M 5,152,591 +902,043 +21%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$19.5M 3,486,112 +368,855 +12%
BI
3
Bulldog Investors
New Jersey
$14.5M 2,596,631 +69,204 +3%
RCM
4
Rivernorth Capital Management
Florida
$8.39M 1,498,361 -17,513 -1%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$5.84M 1,042,686 -92,323 -8%
KIM
6
Karpus Investment Management
New York
$4.8M 856,403 +830,610 +3,220%
AC
7
Almitas Capital
California
$4.77M 851,087 – –
GC
8
Guggenheim Capital
Illinois
$3.98M 709,944 -172,416 -20%
LPL Financial
9
LPL Financial
California
$3.64M 650,157 -61,938 -9%
SIA
10
Sit Investment Associates
Minnesota
$2.79M 498,827 +26,463 +6%
Wells Fargo
11
Wells Fargo
California
$2.53M 451,132 -212,243 -32%
Morgan Stanley
12
Morgan Stanley
New York
$2.21M 394,716 -50,461 -11%
WA
13
Whitebox Advisors
Minnesota
$2.12M 378,993 -377,806 -50%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$2.05M 366,054 +238,330 +187%
AAM
15
Advisors Asset Management
Colorado
$1.91M 340,613 -12,473 -4%
VanEck Associates
16
VanEck Associates
New York
$1.9M 338,922 +2,634 +0.8%
LSC
17
Logan Stone Capital
Illinois
$1.65M 294,867 -82,408 -22%
CIA
18
Capital Investment Advisors
Georgia
$1.57M 279,846 -10,395 -4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.1M 196,010 +20,857 +12%
Capstone Investment Advisors
20
Capstone Investment Advisors
New York
$1.05M 187,555 – –
1CP
21
1607 Capital Partners
Virginia
$1.03M 184,401 – –
PAS
22
Park Avenue Securities
New York
$977K 174,448 +15,336 +10%
RP
23
Riverbridge Partners
Minnesota
$896K 159,974 +6,861 +4%
ACA
24
Ackerman Capital Advisors
Texas
$879K 156,966 -15,020 -9%
Invesco
25
Invesco
Georgia
$768K 137,174 +95,769 +231%
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