DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

98 hedge funds and large institutions have $115M invested in BNY Mellon Strategic Municipal Bond Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$13.3M
2
BI
2
Bulldog Investors
New Jersey
$5.12M
3
RCM
3
Rivernorth Capital Management
Florida
$10.4M
4
1CP
4
1607 Capital Partners
Virginia
$1.21M
5
GC
5
Guggenheim Capital
Illinois
$5.44M

Top Sellers

1
AC
1
Almitas Capital
California
$0
2
UBS Group
2
UBS Group
Switzerland
$761K
3
RCM
3
Robinson Capital Management
Michigan
$0
4
AA
4
AQR Arbitrage
Connecticut
$1.9M
5
CRC
5
Curi RMB Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ICMP
51
Integrated Capital Management (Pennsylvania)
Pennsylvania
$189K 30,319 -1,200 -4%
LF
52
Lee Financial
Texas
$181K 29,000 +29,000 New
CMS
53
Capital Market Strategies
Florida
$177K 28,459 – –
GWM
54
Geneos Wealth Management
Colorado
$176K 28,230 – –
ACP
55
Aviance Capital Partners
Florida
$169K 27,091 +1,669 +7%
CP
56
Camelot Portfolios
Ohio
$165K 26,501 -12,293 -32%
KIM
57
Karpus Investment Management
New York
$161K 25,793 – –
BEI
58
Benjamin Edwards Inc
Missouri
$149K 23,843 +23,843 New
MWM
59
Modern Wealth Management
Kansas
$147K 23,593 – –
NA
60
NewEdge Advisors
Louisiana
$146K 23,478 +3,769 +19%
AO
61
Advisor OS
Illinois
$144K 23,104 +2,138 +10%
EAM
62
Everstar Asset Management
North Carolina
$138K 22,100 +22,100 New
KAS
63
Kestra Advisory Services
Texas
$132K 21,216 -3,736 -15%
PMG
64
ProVise Management Group
Florida
$118K 19,120 -3,750 -16%
Nomura Holdings
65
Nomura Holdings
Japan
$116K 18,622 -19,578 -51%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$113K 18,100 -8,500 -32%
LA
67
LexAurum Advisors
Kansas
$107K 17,234 – –
NPFS
68
Novak & Powell Financial Services
Florida
$106K 17,027 +102 +0.6%
Citadel Advisors
69
Citadel Advisors
Florida
$106K 17,010 -70,163 -80%
SEIA
70
Signature Estate & Investment Advisors
California
$98.2K 15,768 – –
RIA
71
Realta Investment Advisors
Delaware
$93.8K 15,247 – –
WFA
72
WMG Financial Advisors
Tennessee
$91.1K 14,620 – –
RJFSA
73
Raymond James Financial Services Advisors
Florida
$90.5K 14,534 -2,749 -16%
WS
74
Wedbush Securities
California
$84K 13,500 – –
ATWA
75
Arbor Trust Wealth Advisors
Michigan
$77.5K 13,000 – –
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3
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