DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

87 hedge funds and large institutions have $66.1M invested in BNY Mellon Strategic Municipal Bond Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
23
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$6.65M
2
CIA
Capital Investment Advisors
Georgia
$1.48M
3
GC
Guggenheim Capital
Illinois
$6.36M
4
UBS Group
UBS Group
Switzerland
$3.1M
5
RCM
Robinson Capital Management
Michigan
$4.08M

Top Sellers

1
WP
Woodline Partners
California
$2.81M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
$3.49M
3
AWM
AE Wealth Management
Kansas
$346K
4
ACA
Ackerman Capital Advisors
Texas
$0
5
Wells Fargo
Wells Fargo
California
$435K
Name Holding Trade Value Shares
Change 		Shares
Change %
WMS
51
Wealth Management Solutions
Pennsylvania
$142K – – –
M&T Bank
52
M&T Bank
New York
$142K – – –
BFEC
53
Benjamin F. Edwards & Company
Missouri
$136K – – –
SWM
54
SeaCrest Wealth Management
New York
$129K – – –
NA
55
NewEdge Advisors
Louisiana
$120K -$34.2K -5,997 -22%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$119K +$119K +20,805 New
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$109K +$109K +19,058 New
RIA
58
Realta Investment Advisors
Delaware
$94K +$85 +15 +0.1%
BCM
59
Brookstone Capital Management
Illinois
$91.9K – – –
SMC
60
Smith, Moore & Co
Missouri
$91.2K +$34.2K +6,000 +60%
CBFP
61
Cedar Brook Financial Partners
Ohio
$89.9K – – –
VCM
62
Virtue Capital Management
Tennessee
$85K -$4.85K -846 -5%
CPIG
63
Chicago Partners Investment Group
Illinois
$78K -$113K -20,152 -59%
WS
64
Wedbush Securities
California
$77K – – –
DAS
65
Dynamic Advisor Solutions
Arizona
$71.3K – – –
FWM
66
Fairhaven Wealth Management
Illinois
$71.2K +$71.2K +12,488 New
MFG
67
MidWestOne Financial Group
Iowa
$69.6K – – –
Truist Financial
68
Truist Financial
North Carolina
$68.7K -$27.3K -4,795 -28%
CCFM
69
Clear Creek Financial Management
Washington
$68.2K – – –
AO
70
Advisor OS
Illinois
$67.1K +$1.02K +179 +2%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$63.2K -$84.1K -14,762 -57%
IAA
72
Ironsides Asset Advisors
North Carolina
$60.4K +$60.4K +10,645 New
AAS
73
Avantax Advisory Services
Texas
$60.2K – – –
MHS
74
M Holdings Securities
Oregon
$60K -$56.3K -9,838 -48%
ACP
75
Aviance Capital Partners
Florida
$58.4K +$58.4K +10,252 New
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