DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

90 hedge funds and large institutions have $70.9M invested in BNY Mellon Strategic Municipal Bond Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
27
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$4.85M
2
Osaic Holdings
Osaic Holdings
Arizona
$6.27M
3
Morgan Stanley
Morgan Stanley
New York
$7.78M
4
API
Advisor Partners II
California
$1.62M
5
BI
Bulldog Investors
New Jersey
$2.07M

Top Sellers

1
WP
Woodline Partners
California
$1.12M
2
UBS Group
UBS Group
Switzerland
$1.91M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$2.7M
4
Invesco
Invesco
Georgia
$522K
5
GC
Guggenheim Capital
Illinois
$5.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVM
51
Palogic Value Management
Texas
$124K – – –
WMS
52
Wealth Management Solutions
Pennsylvania
$124K – – –
M&T Bank
53
M&T Bank
New York
$124K – – –
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$120K -$59.7K -12,013 -33%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$118K – – –
RL
56
RPO LLC
Connecticut
$117K +$117K +23,502 New
SWM
57
SeaCrest Wealth Management
New York
$113K – – –
RIA
58
Realta Investment Advisors
Delaware
$94K – – –
AO
59
Advisor OS
Illinois
$91.6K +$33.1K +6,663 +57%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$91.1K -$40.4K -8,138 -31%
AGA
61
Arkos Global Advisors
Texas
$89K +$89K +18,000 New
VCM
62
Virtue Capital Management
Tennessee
$85K – – –
NA
63
NewEdge Advisors
Louisiana
$80.7K -$24.3K -4,899 -23%
AC
64
Almitas Capital
California
$79.6K +$79.6K +16,024 New
CBFP
65
Cedar Brook Financial Partners
Ohio
$78.4K – – –
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$77.6K -$17.1K -3,442 -18%
SMC
67
Smith, Moore & Co
Missouri
$74.6K -$4.97K -1,000 -6%
IAA
68
Ironsides Asset Advisors
North Carolina
$70.9K +$18K +3,618 +34%
WS
69
Wedbush Securities
California
$67K – – –
DAS
70
Dynamic Advisor Solutions
Arizona
$62.2K – – –
FWM
71
Fairhaven Wealth Management
Illinois
$62.1K – – –
Truist Financial
72
Truist Financial
North Carolina
$59.9K +$15 +3 +0%
CCFM
73
Clear Creek Financial Management
Washington
$59.5K – – –
ACP
74
Aviance Capital Partners
Florida
$56.3K +$5.3K +1,067 +10%
BFM
75
Boothbay Fund Management
New York
$52.6K +$52.6K +10,576 New
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