DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

81 hedge funds and large institutions have $63.4M invested in BNY Mellon Strategic Municipal Bond Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.63M
2
GC
2
Guggenheim Capital
Illinois
$5.19M
3
RCM
3
Robinson Capital Management
Michigan
$1.26M
4
RCM
4
Rivernorth Capital Management
Florida
$2.33M
5
AWM
5
AE Wealth Management
Kansas
$785K

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$18.4M
2
UBS Group
2
UBS Group
Switzerland
$3.43M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CWG
4
Crown Wealth Group
North Carolina
$274K
5
WS
5
Wedbush Securities
California
$95K
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$101K 14,297 -36,177 -72%
XF
52
XML Financial
Maryland
$101K 14,250 – –
WMS
53
Wealth Management Solutions
Pennsylvania
$98K 13,806 – –
WS
54
Wedbush Securities
California
$95K 13,500 -45,800 -77%
AA
55
AQR Arbitrage
Connecticut
$95K 13,485 +13,485 New
NSIM
56
North Star Investment Management
Illinois
$93K 13,124 – –
LCM
57
Landscape Capital Management
New Jersey
$93K 13,213 +13,213 New
IA
58
IFP Advisors
Florida
$91K 11,004 +11,004 New
FWM
59
Fairhaven Wealth Management
Illinois
$88K 12,488 – –
CF
60
Centaurus Financial
California
$87K 12,350 – –
MFG
61
MidWestOne Financial Group
Iowa
$86K 12,214 – –
CCFM
62
Clear Creek Financial Management
Washington
$85K 11,970 – –
AAS
63
Avantax Advisory Services
Texas
$79K 11,063 – –
BCM
64
Brookstone Capital Management
Illinois
$73K 10,546 +10,546 New
IAMOG
65
Investors Asset Management of Georgia
Georgia
$71K 10,000 – –
WTA
66
Washington Trust Advisors
Massachusetts
$53K 7,500 – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$36K 5,000 – –
APA
68
American Portfolios Advisors
New York
$35.4K 5,000 – –
BWA
69
BDO Wealth Advisors
Florida
$29K 4,064 -7,777 -66%
AWM
70
Accel Wealth Management
Iowa
$28K 4,038 – –
BFEC
71
Benjamin F. Edwards & Company
Missouri
$18K 2,556 – –
SSB
72
Sandy Spring Bank
Maryland
$16K 2,272 +26 +1%
AssetMark Inc
73
AssetMark Inc
California
$11K 1,600 – –
PWMG
74
Prestige Wealth Management Group
New Jersey
$10K 1,447 – –
MCC
75
Money Concepts Capital
Florida
$8K 1,200 +1,200 New
1 2
3
4