DSM

BNY Mellon Strategic Municipal Bond Fund

91 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

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
91
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$209K
CCG
52
Catalina Capital Group
California
$204K
MC
53
Matisse Capital
Oregon
$183K
Osaic Holdings
54
Osaic Holdings
Arizona
$180K
RCA
55
Ranch Capital Advisors
Florida
$163K
MWM
56
Modern Wealth Management
Kansas
$132K
AO
57
Advisor OS
Illinois
$121K
CMS
58
Capital Market Strategies
Florida
$110K
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$108K
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$105K
WS
61
Wedbush Securities
California
$102K
NPFS
62
Novak & Powell Financial Services
Florida
$98.6K
LA
63
LexAurum Advisors
Kansas
$96.5K
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$91K
NA
65
NewEdge Advisors
Louisiana
$90.4K
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$87.9K
RIA
67
Realta Investment Advisors
Delaware
$85.4K
CWA
68
CJM Wealth Advisers
Virginia
$84.5K
Citadel Advisors
69
Citadel Advisors
Florida
$83.8K
MML Investors Services
70
MML Investors Services
Massachusetts
$73K
MFG
71
MidWestOne Financial Group
Iowa
$68.4K
VF
72
Virtu Financial
New York
$68K
Mariner
73
Mariner
Kansas
$65K
SEIA
74
Signature Estate & Investment Advisors
California
$58.8K
SMC
75
Smith, Moore & Co
Missouri
$56K