DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

97 hedge funds and large institutions have $107M invested in BNY Mellon Strategic Municipal Bond Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$24.1M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$10.2M
3
AC
3
Almitas Capital
California
$3.32M
4
LPL Financial
4
LPL Financial
California
$3.91M
5
Wells Fargo
5
Wells Fargo
California
$2.37M

Top Sellers

1
LSC
1
Logan Stone Capital
Illinois
$4.34M
2
GC
2
Guggenheim Capital
Illinois
$4.31M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$235K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$158K
5
AA
5
AQR Arbitrage
Connecticut
$2.47M
Name Market Value Shares Shares
Change 		Shares
Change %
RCA
51
Ranch Capital Advisors
Florida
$188K 31,588 – –
ICMP
52
Integrated Capital Management (Pennsylvania)
Pennsylvania
$187K 31,519 +3,948 +14%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$187K 31,406 -1,554 -5%
CMS
54
Capital Market Strategies
Florida
$169K 28,459 -10,200 -26%
AWM
55
Avior Wealth Management
Nebraska
$168K 28,231 +4,326 +18%
GWM
56
Geneos Wealth Management
Colorado
$168K 28,230 – –
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$158K 26,600 -59,242 -69%
AWM
58
AE Wealth Management
Kansas
$158K 26,550 +10,800 +69%
KIM
59
Karpus Investment Management
New York
$153K 25,793 – –
ACP
60
Aviance Capital Partners
Florida
$151K 25,422 +5,176 +26%
KAS
61
Kestra Advisory Services
Texas
$148K 24,952 +24,952 New
RZH
62
Relyea Zuckerberg Hanson
Connecticut
$142K 23,953 – –
BFEC
63
Benjamin F. Edwards & Company
Missouri
$142K 23,843 -171 -0.7%
MWM
64
Modern Wealth Management
Kansas
$140K 23,593 +23,593 New
PMG
65
ProVise Management Group
Florida
$136K 22,870 -3,000 -12%
MWM
66
Melfa Wealth Management
Massachusetts
$130K 21,861 – –
AO
67
Advisor OS
Illinois
$125K 20,966 +1,955 +10%
Bank of America
68
Bank of America
North Carolina
$124K 20,946 -11,301 -35%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$124K 20,890 -44,331 -68%
NA
70
NewEdge Advisors
Louisiana
$117K 19,709 +3,907 +25%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$103K 17,283 +4,066 +31%
LA
72
LexAurum Advisors
Kansas
$102K 17,234 – –
NPFS
73
Novak & Powell Financial Services
Florida
$101K 16,925 +211 +1%
SEIA
74
Signature Estate & Investment Advisors
California
$93.7K 15,768 +15,768 New
RIA
75
Realta Investment Advisors
Delaware
$90.6K 15,247 – –
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