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DSM

BNY Mellon Strategic Municipal Bond Fund

92 hedge funds and large institutions have $132M invested in BNY Mellon Strategic Municipal Bond Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.88% more ownership

Funds ownership: 45.69%47.58% (+1.9%)

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

4% less funds holding

Funds holding: 9692 (-4)

17% less capital invested

Capital invested by funds: $158M → $132M (-$26.3M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
92
Holders Change
-4
Holders Change %
-4.17%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
27
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$209K +$19.8K +3,536 +10%
CCG
52
Catalina Capital Group
California
$204K +$205K +36,500 New
MC
53
Matisse Capital
Oregon
$183K
Osaic Holdings
54
Osaic Holdings
Arizona
$169K -$26.6K -4,740 -14%
RCA
55
Ranch Capital Advisors
Florida
$163K -$15.1K -2,695 -8%
MWM
56
Modern Wealth Management
Kansas
$132K
AO
57
Advisor OS
Illinois
$121K -$19K -3,389 -14%
CMS
58
Capital Market Strategies
Florida
$110K +$5.61K +1,000 +5%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$108K
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$105K +$897 +160 +0.9%
WS
61
Wedbush Securities
California
$102K -$3.79K -675 -4%
NPFS
62
Novak & Powell Financial Services
Florida
$98.6K +$1.23K +220 +1%
LA
63
LexAurum Advisors
Kansas
$96.5K
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$91K -$56.6K -10,102 -38%
NA
65
NewEdge Advisors
Louisiana
$90.4K -$37.3K -6,657 -29%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$87.9K -$33.7K -6,007 -28%
RIA
67
Realta Investment Advisors
Delaware
$85.4K
CWA
68
CJM Wealth Advisers
Virginia
$84.5K +$892 +159 +1%
Citadel Advisors
69
Citadel Advisors
Florida
$83.8K -$187K -33,362 -69%
MML Investors Services
70
MML Investors Services
Massachusetts
$73K +$9.13K +1,628 +14%
MFG
71
MidWestOne Financial Group
Iowa
$68.4K
VF
72
Virtu Financial
New York
$68K +$68.2K +12,161 New
Mariner
73
Mariner
Kansas
$65K +$7.12K +1,270 +12%
SEIA
74
Signature Estate & Investment Advisors
California
$58.8K -$10.1K -1,793 -15%
PAW
75
Plan A Wealth
Nebraska
$58.8K

DSM Hedge Fund Activity: Q2 2025 in Review

92 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BNY Mellon Strategic Municipal Bond Fund (DSM) for Q2 2025, worth a combined $132M — down 17% from $158M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DSM and 8 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 27 added.

The largest buyer was Saba Capital Management, adding an estimated $5.06M. The largest seller was Whitebox Advisors, cutting an estimated $2.12M.

  • 92 institutional investors held BNY Mellon Strategic Municipal Bond Fund (DSM) as of Q2 2025, down from 96 in Q1 2025.
  • Funds reported $132M of BNY Mellon Strategic Municipal Bond Fund stock for Q2 2025, down 17% quarter-over-quarter.
  • 8 funds opened new BNY Mellon Strategic Municipal Bond Fund positions in Q2 2025 and 11 closed out, a net change of -3 holders.
  • The largest BNY Mellon Strategic Municipal Bond Fund buyer in Q2 2025 was Saba Capital Management, an estimated $5.06M added.
  • The largest BNY Mellon Strategic Municipal Bond Fund seller in Q2 2025 was Whitebox Advisors, an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2025.