DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

90 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, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-5
Holders Change %
-5.26%
% of All Funds
1.21%
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
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
WA
Whitebox Advisors
Minnesota
$2.12M
2
Wells Fargo
Wells Fargo
California
$2.53M
3
NL
Nuveen LLC
North Carolina
$762K
4
GC
Guggenheim Capital
Illinois
$3.98M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
$5.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
26
Nuveen LLC
North Carolina
$762K -$1.08M -192,054 -59%
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$731K +$23.6K +4,215 +3%
UBS Group
28
UBS Group
Switzerland
$624K -$3.51K -626 -0.6%
BA
29
Bridgewater Advisors
New York
$509K – – –
PP
30
PFS Partners
New Jersey
$497K +$5.21K +931 +1%
SAI
31
Savvy Advisors Inc
New York
$468K -$16.8K -2,992 -3%
Bank of America
32
Bank of America
North Carolina
$411K +$405K +72,407 +7,654%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$380K +$3.99K +712 +1%
Ameriprise
34
Ameriprise
Minnesota
$349K -$2.86K -511 -0.8%
Stifel Financial
35
Stifel Financial
Missouri
$344K +$3.48K +622 +1%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$342K -$2.81K -502 -0.8%
TCM
37
Traub Capital Management
Massachusetts
$297K +$297K +53,029 New
Raymond James Financial
38
Raymond James Financial
Florida
$275K +$9.37K +1,674 +4%
GP
39
Gridiron Partners
Pennsylvania
$274K – – –
PVM
40
Palogic Value Management
Texas
$271K – – –
AWA
41
Arete Wealth Advisors
Illinois
$259K -$11.2K -1,991 -4%
MWM
42
Melfa Wealth Management
Massachusetts
$247K – – –
GWM
43
Geneos Wealth Management
Colorado
$240K -$158K -28,230 -40%
CP
44
Camelot Portfolios
Ohio
$234K +$16.2K +2,894 +7%
RIL
45
Rothschild Investment LLC
Illinois
$227K – – –
ICMP
46
Integrated Capital Management (Pennsylvania)
Pennsylvania
$224K +$37.9K +6,776 +20%
Cohen & Steers
47
Cohen & Steers
New York
$224K +$224K +40,000 New
FAG
48
Fortitude Advisory Group
Washington
$217K – – –
HighTower Advisors
49
HighTower Advisors
Illinois
$215K -$449K -80,175 -68%
ACP
50
Aviance Capital Partners
Florida
$210K +$41K +7,319 +24%
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