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DSM

BNY Mellon Strategic Municipal Bond Fund

85 hedge funds and large institutions have $152M invested in BNY Mellon Strategic Municipal Bond Fund in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

8% more capital invested

Capital invested by funds: $141M → $152M (+$11.1M)

0.26% more ownership

Funds ownership: 48.76%49.01% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 9185 (-6)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
28
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
51
Ranch Capital Advisors
Florida
$180K +$491 +82 +0.3%
PHWA
52
Petersen Hastings Wealth Advisors
Washington
$178K +$173K +28,930 New
EPW
53
Evolve Private Wealth
California
$173K +$168K +28,035 New
Osaic Holdings
54
Osaic Holdings
Arizona
$159K -$27.1K -4,537 -15%
Ameriprise
55
Ameriprise
Minnesota
$144K +$28.6K +4,775 +26%
Jane Street
56
Jane Street
New York
$135K +$70K +11,692 +114%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$125K +$30.7K +5,133 +34%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$116K +$1.44K +240 +1%
NPFS
59
Novak & Powell Financial Services
Florida
$111K +$108K +18,030 New
MML Investors Services
60
MML Investors Services
Massachusetts
$98.8K +$4.96K +829 +5%
CWA
61
CJM Wealth Advisers
Virginia
$95.3K +$1.42K +237 +2%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$95K +$16.5K +2,765 +22%
RIA
63
Realta Investment Advisors
Delaware
$94.1K
NA
64
NewEdge Advisors
Louisiana
$87.9K +$72 +12 +0.1%
BF
65
BOK Financial
Oklahoma
$79.2K +$76.8K +12,831 New
MFG
66
MidWestOne Financial Group
Iowa
$75.4K
EAM
67
Everstar Asset Management
North Carolina
$74.7K
SEIA
68
Signature Estate & Investment Advisors
California
$74.4K
Mariner
69
Mariner
Kansas
$73.1K -$2.04K -341 -3%
PAW
70
Plan A Wealth
Nebraska
$64.8K
Cerity Partners
71
Cerity Partners
New York
$61.7K
SMC
72
Smith, Moore & Co
Missouri
$61.7K
RFP
73
Root Financial Partners
California
$50.5K -$18 -3 -0%
HCM
74
Hollencrest Capital Management
California
$43K
SWIM
75
Smallwood Wealth Investment Management
New Jersey
$39.9K