DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

70 hedge funds and large institutions have $68.8M invested in BNY Mellon Strategic Municipal Bond Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
19
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$20.4M
2
LPL Financial
2
LPL Financial
California
$2.28M
3
CPIG
3
Chicago Partners Investment Group
Illinois
$881K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.49M
5
GC
5
Guggenheim Capital
Illinois
$2.35M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$4.85M
2
Bank of America
2
Bank of America
North Carolina
$953K
3
PPA
3
Parametric Portfolio Associates
Washington
$2.41M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$21K
5
SIA
5
Sit Investment Associates
Minnesota
$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
51
MidWestOne Financial Group
Iowa
$100K – – –
CCFM
52
Clear Creek Financial Management
Washington
$99K +$99K +11,970 New
BWA
53
BDO Wealth Advisors
Florida
$97K -$93K -11,841 Closed
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$97K +$12.1K +1,463 +14%
AAS
55
Avantax Advisory Services
Texas
$87K – – –
IAMOG
56
Investors Asset Management of Georgia
Georgia
$82K -$32.8K -4,000 -29%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$69K – – –
WT
58
Washington Trust
Rhode Island
$62K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$42K – – –
APA
60
American Portfolios Advisors
New York
$41.2K – – –
AWM
61
Accel Wealth Management
Iowa
$33K – – –
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$22K -$8.69K -1,087 -28%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$21K -$595K -72,377 -97%
SSB
64
Sandy Spring Bank
Maryland
$18K +$205 +25 +1%
PWMG
65
Prestige Wealth Management Group
New Jersey
$12K – – –
ASN
66
Advisory Services Network
Georgia
$9K +$9K +1,148 New
TAM
67
Tucker Asset Management
Colorado
$8.33K – – –
FF
68
FourThought Financial
Florida
$6K – – –
SWM
69
Spire Wealth Management
Virginia
$4K -$17.2K -2,150 -81%
Citigroup
70
Citigroup
New York
$3K – – –
MAFM
71
Mid Atlantic Financial Management
Pennsylvania
– -$145K -18,500 Closed
MHS
72
M Holdings Securities
Oregon
– -$114K -14,613 Closed
DADC
73
D.A. Davidson & Co
Montana
– -$103K -13,211 Closed
AO
74
Advisor OS
Illinois
– -$93K -11,899 Closed
SPIA
75
Steward Partners Investment Advisory
New York
– -$32.1K -4,099 Closed
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