DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

75 hedge funds and large institutions have $63.3M invested in BNY Mellon Strategic Municipal Bond Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.21M
2
GC
2
Guggenheim Capital
Illinois
$3.31M
3
Invesco
3
Invesco
Georgia
$846K
4
KAS
4
Kestra Advisory Services
Texas
$745K
5
SIA
5
Sit Investment Associates
Minnesota
$2.48M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$1.13M
2
PPA
2
Parametric Portfolio Associates
Washington
$437K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$19.1M
4
OWA
4
Opal Wealth Advisors
New York
$140K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$945K
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$590K 73,932 +8,303 +13%
WS
27
Wedbush Securities
California
$473K 59,300 -9,200 -13%
PPA
28
Parametric Portfolio Associates
Washington
$437K 54,792 -238,155 -81%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$430K 53,926 -3,583 -6%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$398K 49,923 +536 +1%
RCA
31
Ranch Capital Advisors
Florida
$377K 47,216 – –
6M
32
6 Meridian
Kansas
$352K 44,105 -1,404 -3%
LWAC
33
Laurel Wealth Advisors (California)
California
$351K 43,961 -2,068 -4%
PAM
34
Private Asset Management
California
$295K 37,000 – –
HCM
35
Hollencrest Capital Management
California
$241K 30,210 – –
SMC
36
Smith, Moore & Co
Missouri
$200K 25,000 – –
M&T Bank
37
M&T Bank
New York
$199K 24,900 – –
GWM
38
Geneos Wealth Management
Colorado
$181K 22,710 – –
SWM
39
SeaCrest Wealth Management
New York
$181K 22,650 – –
ICMP
40
Integrated Capital Management (Pennsylvania)
Pennsylvania
$177K 22,220 +2,453 +12%
RFC
41
Regions Financial Corp
Alabama
$142K 17,874 – –
OWA
42
Opal Wealth Advisors
New York
$140K 17,510 -71,074 -80%
CBFP
43
Cedar Brook Financial Partners
Ohio
$126K 15,768 – –
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$123K 15,434 -1,024 -6%
TC
45
Telemus Capital
Michigan
$122K 15,300 – –
GT
46
Greenleaf Trust
Michigan
$120K 15,000 – –
XF
47
XML Financial
Maryland
$114K 14,250 +14,250 New
NSIM
48
North Star Investment Management
Illinois
$105K 13,124 – –
FWM
49
Fairhaven Wealth Management
Illinois
$100K 12,488 – –
DAS
50
Dynamic Advisor Solutions
Arizona
$100K 12,506 – –
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