DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

92 hedge funds and large institutions have $93.8M invested in BNY Mellon Strategic Municipal Bond Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
34
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$18.1M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$6.14M
3
RCM
3
Rivernorth Capital Management
Florida
$8.72M
4
RCM
4
Robinson Capital Management
Michigan
$930K
5
AC
5
Almitas Capital
California
$1.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$787K
3
GC
3
Guggenheim Capital
Illinois
$5.01M
4
Ameriprise
4
Ameriprise
Minnesota
$452K
5
Invesco
5
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$165K +$10.1K +1,720 +6%
ICMP
52
Integrated Capital Management (Pennsylvania)
Pennsylvania
$162K +$984 +168 +0.6%
CP
53
Camelot Portfolios
Ohio
$157K -$96K -16,388 -38%
PMG
54
ProVise Management Group
Florida
$151K +$8.78K +1,500 +6%
KIM
55
Karpus Investment Management
New York
$151K – – –
BFEC
56
Benjamin F. Edwards & Company
Missouri
$141K +$1K +171 +0.7%
RZH
57
Relyea Zuckerberg Hanson
Connecticut
$140K – – –
AWM
58
Avior Wealth Management
Nebraska
$140K +$126K +21,580 +928%
MWM
59
Melfa Wealth Management
Massachusetts
$128K -$58.7K -10,018 -31%
ACP
60
Aviance Capital Partners
Florida
$119K +$52.3K +8,923 +79%
Mariner
61
Mariner
Kansas
$116K +$856 +146 +0.7%
AO
62
Advisor OS
Illinois
$111K +$2.75K +470 +3%
LA
63
LexAurum Advisors
Kansas
$101K +$101K +17,234 New
IAA
64
Ironsides Asset Advisors
North Carolina
$99K +$4.07K +695 +4%
NPFS
65
Novak & Powell Financial Services
Florida
$97.9K +$615 +105 +0.6%
NA
66
NewEdge Advisors
Louisiana
$92.6K -$28.9K -4,939 -24%
CBFP
67
Cedar Brook Financial Partners
Ohio
$92.4K +$20.3K +3,468 +28%
AWM
68
AE Wealth Management
Kansas
$92.3K -$89K -15,184 -49%
RIA
69
Realta Investment Advisors
Delaware
$89.3K – – –
SMC
70
Smith, Moore & Co
Missouri
$87.9K – – –
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$81.4K +$81.4K +13,899 New
WS
72
Wedbush Securities
California
$79K – – –
RJFSA
73
Raymond James Financial Services Advisors
Florida
$77.5K +$13.1K +2,238 +20%
FPCP
74
Fort Point Capital Partners
California
$74.8K +$74.8K +12,758 New
MFG
75
MidWestOne Financial Group
Iowa
$71.6K +$71.6K +12,214 New
1 2
3
4 5