DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

95 hedge funds and large institutions have $158M invested in BNY Mellon Strategic Municipal Bond Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-7
Holders Change %
-6.86%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
36
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.82M
2
BI
Bulldog Investors
New Jersey
+$2.46M
3
AC
Almitas Capital
California
+$1.3M
4
WA
Whitebox Advisors
Minnesota
+$790K
5
Wells Fargo
Wells Fargo
California
+$763K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$943K
2
AA
AQR Arbitrage
Connecticut
-$714K
3
VanEck Associates
VanEck Associates
New York
-$482K
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$291K
5
SIA
Sit Investment Associates
Minnesota
-$260K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$196K +$20.2K +3,500 +11%
IWC
52
Integrated Wealth Concepts
Massachusetts
$195K – – –
ICMP
53
Integrated Capital Management (Pennsylvania)
Pennsylvania
$192K +$13.3K +2,311 +7%
MC
54
Matisse Capital
Oregon
$188K – – –
RCA
55
Ranch Capital Advisors
Florida
$183K +$271 +47 +0.1%
ACP
56
Aviance Capital Partners
Florida
$174K +$17.5K +3,038 +11%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$152K -$18.6K -3,233 -11%
KIM
58
Karpus Investment Management
New York
$149K – – –
AO
59
Advisor OS
Illinois
$144K +$8.96K +1,553 +7%
WAM
60
Wolverine Asset Management
Illinois
$141K -$64.4K -11,159 -31%
MWM
61
Modern Wealth Management
Kansas
$136K – – –
NA
62
NewEdge Advisors
Louisiana
$132K +$35 +6 +0%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$125K +$32K +5,552 +34%
LCM
64
Landscape Capital Management
New Jersey
$123K +$38.9K +6,735 +46%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$111K +$111K +19,206 New
WS
66
Wedbush Securities
California
$109K +$3.88K +675 +4%
CMS
67
Capital Market Strategies
Florida
$108K +$8.55K +1,481 +9%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$107K +$107K +18,512 New
NPFS
69
Novak & Powell Financial Services
Florida
$100K +$912 +158 +0.9%
LA
70
LexAurum Advisors
Kansas
$99.4K – – –
EAM
71
Everstar Asset Management
North Carolina
$89.3K -$38.3K -6,632 -30%
RIA
72
Realta Investment Advisors
Delaware
$88K – – –
CWA
73
CJM Wealth Advisers
Virginia
$86.1K +$86.1K +14,922 New
SG
74
StoneX Group
New York
$83K +$20.1K +3,482 +32%
SEIA
75
Signature Estate & Investment Advisors
California
$71K -$10K -1,740 -12%
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