DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

81 hedge funds and large institutions have $53.1M invested in BNY Mellon Strategic Municipal Bond Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
81
Holders Change
-2
Holders Change %
-2.41%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
28
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$5.45M
2
SIA
2
Sit Investment Associates
Minnesota
$2.56M
3
MIG
3
Mariner Investment Group
New York
$837K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$498K
5
Invesco
5
Invesco
Georgia
$1.58M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$240K
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$10.6M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$3.05M
5
UBS Group
5
UBS Group
Switzerland
$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$91K +$7.19K +1,273 +9%
CBFP
52
Cedar Brook Financial Partners
Ohio
$89.2K – – –
RIA
53
Realta Investment Advisors
Delaware
$86K +$86K +15,247 New
LSC
54
Logan Stone Capital
Illinois
$78K +$78K +13,800 New
WMS
55
Wealth Management Solutions
Pennsylvania
$78K +$78K +13,806 New
WS
56
Wedbush Securities
California
$76K – – –
NSIM
57
North Star Investment Management
Illinois
$74K – – –
DAS
58
Dynamic Advisor Solutions
Arizona
$71K – – –
FWM
59
Fairhaven Wealth Management
Illinois
$71K – – –
SMC
60
Smith, Moore & Co
Missouri
$71K – – –
MFG
61
MidWestOne Financial Group
Iowa
$69K – – –
CCFM
62
Clear Creek Financial Management
Washington
$68K – – –
AO
63
Advisor OS
Illinois
$64K +$64K +11,359 New
AAS
64
Avantax Advisory Services
Texas
$63K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$60K +$31.7K +5,609 +112%
IAMOG
66
Investors Asset Management of Georgia
Georgia
$57K – – –
WTA
67
Washington Trust Advisors
Massachusetts
$42K – – –
BWA
68
BDO Wealth Advisors
Florida
$23K – – –
AWM
69
Accel Wealth Management
Iowa
$23K – – –
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$22K -$232K -41,257 -91%
APA
71
American Portfolios Advisors
New York
$19.5K +$2.55K +450 +15%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$14K – – –
SSB
73
Sandy Spring Bank
Maryland
$13K +$178 +32 +1%
PWMG
74
Prestige Wealth Management Group
New Jersey
$8K – – –
FF
75
FourThought Financial
Florida
$5K – – –
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3
4