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DSM

BNY Mellon Strategic Municipal Bond Fund

88 hedge funds and large institutions have $154M invested in BNY Mellon Strategic Municipal Bond Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

4% more funds holding

Funds holding: 8588 (+3)

1.92% more ownership

Funds ownership: 49.01%50.93% (+1.9%)

1% more capital invested

Capital invested by funds: $152M → $154M (+$1.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
21
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
STA
26
Summit Trail Advisors
New York
$702K +$714K +116,872 New
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$656K -$84.9K -13,904 -11%
Invesco
28
Invesco
Georgia
$624K +$2.6K +426 +0.4%
CEFA
29
Closed-End Fund Advisors
Virginia
$603K
BA
30
Bridgewater Advisors
New York
$571K
UBS Group
31
UBS Group
Switzerland
$556K -$124K -20,275 -18%
PP
32
PFS Partners
New Jersey
$552K +$6.91K +1,131 +1%
PVM
33
Palogic Value Management
Texas
$429K +$110K +18,002 +33%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$423K +$430K +70,372 New
OWA
35
Opal Wealth Advisors
New York
$417K -$70.5K -11,541 -14%
Raymond James Financial
36
Raymond James Financial
Florida
$375K +$90.5K +14,827 +31%
SAI
37
Savvy Advisors Inc
New York
$374K +$380K +62,222 New
Stifel Financial
38
Stifel Financial
Missouri
$369K +$4.49K +735 +1%
NWMP
39
Noble Wealth Management PBC
Colorado
$369K -$134K -21,945 -26%
P
40
&Partners
Tennessee
$305K +$39.3K +6,440 +15%
Cohen & Steers
41
Cohen & Steers
New York
$301K
MWM
42
Melfa Wealth Management
Massachusetts
$265K
GWM
43
Geneos Wealth Management
Colorado
$258K
FAG
44
Fortitude Advisory Group
Washington
$233K
CCG
45
Catalina Capital Group
California
$219K
CP
46
Camelot Portfolios
Ohio
$215K -$15.1K -2,474 -6%
ACP
47
Aviance Capital Partners
Florida
$204K +$2.53K +414 +1%
IWC
48
Integrated Wealth Concepts
Massachusetts
$203K +$206K +33,804 New
AWA
49
Arete Wealth Advisors
Illinois
$203K -$21K -3,438 -9%
ICMP
50
Integrated Capital Management (Pennsylvania)
Pennsylvania
$200K -$32.5K -5,322 -14%