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 %
CF
51
Centaurus Financial
California
$99K 12,350 – –
EFS
52
Essex Financial Services
Connecticut
$98K 12,300 -1,000 -8%
MFG
53
MidWestOne Financial Group
Iowa
$97K 12,125 – –
CCFM
54
Clear Creek Financial Management
Washington
$96K 11,970 – –
BWA
55
BDO Wealth Advisors
Florida
$94K 11,841 +11,841 New
VF
56
Virtu Financial
New York
$91K 11,423 -4,085 -26%
Jane Street
57
Jane Street
New York
$89K 11,170 +11,170 New
AAS
58
Avantax Advisory Services
Texas
$88K 11,063 +510 +5%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$81K 10,114 -1,617 -14%
IAMOG
60
Investors Asset Management of Georgia
Georgia
$80K 10,000 – –
WT
61
Washington Trust
Rhode Island
$60K 7,500 – –
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$48K 6,084 +3,331 +121%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$40K 5,000 – –
TVWM
64
Tower View Wealth Management
Wisconsin
$40K 5,000 +5,000 New
APA
65
American Portfolios Advisors
New York
$39.9K 5,000 – –
AWM
66
Accel Wealth Management
Iowa
$32K 4,038 – –
BFEC
67
Benjamin F. Edwards & Company
Missouri
$20K 2,556 – –
SSB
68
Sandy Spring Bank
Maryland
$18K 2,221 +23 +1%
WAM
69
Wolverine Asset Management
Illinois
$17K 2,170 +2,170 New
PWMG
70
Prestige Wealth Management Group
New Jersey
$12K 1,447 – –
TAM
71
Tucker Asset Management
Colorado
$8.12K 1,012 – –
FF
72
FourThought Financial
Florida
$6K 800 – –
SWM
73
Spire Wealth Management
Virginia
$4K 500 – –
TRCT
74
Tower Research Capital (TRC)
New York
$1K 90 +90 New
ACA
75
Ackerman Capital Advisors
Texas
– – -12,350 Closed
1 2
3
4