DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

79 hedge funds and large institutions have $69.9M invested in BNY Mellon Strategic Municipal Bond Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 10 closing their positions.

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$22.9M
2
GC
2
Guggenheim Capital
Illinois
$4.61M
3
CWG
3
Crown Wealth Group
North Carolina
$705K
4
Invesco
4
Invesco
Georgia
$1.49M
5
CMS
5
Capital Market Strategies
Florida
$480K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$366K
3
KAS
3
Kestra Advisory Services
Texas
$0
4
CPIG
4
Chicago Partners Investment Group
Illinois
$237K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$204K
Name Market Value Shares Shares
Change 		Shares
Change %
OWA
51
Opal Wealth Advisors
New York
$124K 14,805 -2,705 -15%
XF
52
XML Financial
Maryland
$119K 14,250 – –
WMS
53
Wealth Management Solutions
Pennsylvania
$115K 13,806 +13,806 New
NSIM
54
North Star Investment Management
Illinois
$110K 13,124 – –
DAS
55
Dynamic Advisor Solutions
Arizona
$104K 12,506 – –
FWM
56
Fairhaven Wealth Management
Illinois
$104K 12,488 – –
CF
57
Centaurus Financial
California
$103K 12,350 – –
MFG
58
MidWestOne Financial Group
Iowa
$102K 12,214 +89 +0.7%
CCFM
59
Clear Creek Financial Management
Washington
$100K 11,970 – –
BWA
60
BDO Wealth Advisors
Florida
$99K 11,841 – –
AAS
61
Avantax Advisory Services
Texas
$92K 11,063 – –
IAMOG
62
Investors Asset Management of Georgia
Georgia
$84K 10,000 – –
WTA
63
Washington Trust Advisors
Massachusetts
$63K 7,500 +7,500 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$42K 5,000 – –
TVWM
65
Tower View Wealth Management
Wisconsin
$42K 5,000 – –
APA
66
American Portfolios Advisors
New York
$41.8K 5,000 – –
AWM
67
Accel Wealth Management
Iowa
$34K 4,038 – –
CA
68
CoreCap Advisors
Michigan
$31K 3,685 +3,685 New
CT
69
Cambridge Trust
Massachusetts
$25K 3,012 +3,012 New
BFEC
70
Benjamin F. Edwards & Company
Missouri
$21K 2,556 – –
SSB
71
Sandy Spring Bank
Maryland
$19K 2,246 +25 +1%
AssetMark Inc
72
AssetMark Inc
California
$13K 1,600 +1,600 New
PWMG
73
Prestige Wealth Management Group
New Jersey
$12K 1,447 – –
TAM
74
Tucker Asset Management
Colorado
$8.45K 1,012 – –
FF
75
FourThought Financial
Florida
$7K 800 – –
1 2
3
4