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DSM

BNY Mellon Strategic Municipal Bond Fund

85 hedge funds and large institutions have $152M invested in BNY Mellon Strategic Municipal Bond Fund in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

8% more capital invested

Capital invested by funds: $141M → $152M (+$11.1M)

0.26% more ownership

Funds ownership: 48.76%49.01% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 9185 (-6)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
28
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Ackerman Capital Advisors
Texas
$754K -$28.6K -4,773 -4%
UBS Group
27
UBS Group
Switzerland
$696K +$8.72K +1,458 +1%
Invesco
28
Invesco
Georgia
$638K -$12.8K -2,134 -2%
CEFA
29
Closed-End Fund Advisors
Virginia
$619K +$600K +100,339 New
BA
30
Bridgewater Advisors
New York
$561K
PP
31
PFS Partners
New Jersey
$560K +$8.29K +1,386 +2%
NWMP
32
Noble Wealth Management PBC
Colorado
$514K -$5.09K -850 -1%
OWA
33
Opal Wealth Advisors
New York
$500K +$485K +81,005 New
Bank of America
34
Bank of America
North Carolina
$453K
Stifel Financial
35
Stifel Financial
Missouri
$375K -$38.9K -6,501 -10%
PVM
36
Palogic Value Management
Texas
$333K +$33.2K +5,555 +11%
Cohen & Steers
37
Cohen & Steers
New York
$309K
GP
38
Gridiron Partners
Pennsylvania
$302K -$1.91M -318,895 -87%
Raymond James Financial
39
Raymond James Financial
Florida
$294K -$9.91K -1,657 -3%
P
40
&Partners
Tennessee
$273K +$265K +44,305 New
MWM
41
Melfa Wealth Management
Massachusetts
$272K
GWM
42
Geneos Wealth Management
Colorado
$264K
HighTower Advisors
43
HighTower Advisors
Illinois
$262K +$34.9K +5,833 +16%
FAG
44
Fortitude Advisory Group
Washington
$239K
ICMP
45
Integrated Capital Management (Pennsylvania)
Pennsylvania
$238K -$4.37K -730 -2%
CP
46
Camelot Portfolios
Ohio
$236K +$227 +38 +0.1%
TCM
47
Traub Capital Management
Massachusetts
$233K
AWA
48
Arete Wealth Advisors
Illinois
$231K -$47K -7,857 -17%
CCG
49
Catalina Capital Group
California
$225K
ACP
50
Aviance Capital Partners
Florida
$207K +$1.12K +187 +0.6%