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
Holders
85
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
RCA
51
Ranch Capital Advisors
Florida
$180K
PHWA
52
Petersen Hastings Wealth Advisors
Washington
$178K
EPW
53
Evolve Private Wealth
California
$173K
Osaic Holdings
54
Osaic Holdings
Arizona
$159K
Ameriprise
55
Ameriprise
Minnesota
$144K
Jane Street
56
Jane Street
New York
$135K
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$125K
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$116K
NPFS
59
Novak & Powell Financial Services
Florida
$111K
MML Investors Services
60
MML Investors Services
Massachusetts
$98.8K
CWA
61
CJM Wealth Advisers
Virginia
$95.3K
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$95K
RIA
63
Realta Investment Advisors
Delaware
$94.1K
NA
64
NewEdge Advisors
Louisiana
$87.9K
BF
65
BOK Financial
Oklahoma
$79.2K
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
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
HCM
74
Hollencrest Capital Management
California
$43K
SWIM
75
Smallwood Wealth Investment Management
New Jersey
$39.9K