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 %
NL
26
Nuveen LLC
North Carolina
$762K 136,099 -192,054 -59%
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$731K 130,450 +4,215 +3%
UBS Group
28
UBS Group
Switzerland
$624K 111,379 -626 -0.6%
BA
29
Bridgewater Advisors
New York
$509K 92,770 – –
PP
30
PFS Partners
New Jersey
$497K 88,670 +931 +1%
SAI
31
Savvy Advisors Inc
New York
$468K 83,531 -2,992 -3%
Bank of America
32
Bank of America
North Carolina
$411K 73,353 +72,407 +7,654%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$380K 67,789 +712 +1%
Ameriprise
34
Ameriprise
Minnesota
$349K 62,390 -511 -0.8%
Stifel Financial
35
Stifel Financial
Missouri
$344K 61,352 +622 +1%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$342K 61,016 -502 -0.8%
TCM
37
Traub Capital Management
Massachusetts
$297K 53,029 +53,029 New
Raymond James Financial
38
Raymond James Financial
Florida
$275K 49,189 +1,674 +4%
GP
39
Gridiron Partners
Pennsylvania
$274K 48,891 – –
PVM
40
Palogic Value Management
Texas
$271K 48,475 – –
AWA
41
Arete Wealth Advisors
Illinois
$259K 46,246 -1,991 -4%
MWM
42
Melfa Wealth Management
Massachusetts
$247K 44,111 – –
GWM
43
Geneos Wealth Management
Colorado
$240K 42,860 -28,230 -40%
CP
44
Camelot Portfolios
Ohio
$234K 41,854 +2,894 +7%
RIL
45
Rothschild Investment LLC
Illinois
$227K 40,485 – –
ICMP
46
Integrated Capital Management (Pennsylvania)
Pennsylvania
$224K 40,069 +6,776 +20%
Cohen & Steers
47
Cohen & Steers
New York
$224K 40,000 +40,000 New
FAG
48
Fortitude Advisory Group
Washington
$217K 38,762 – –
HighTower Advisors
49
HighTower Advisors
Illinois
$215K 38,424 -80,175 -68%
ACP
50
Aviance Capital Partners
Florida
$210K 37,491 +7,319 +24%
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