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DSM

BNY Mellon Strategic Municipal Bond Fund

88 hedge funds and large institutions have $154M invested in BNY Mellon Strategic Municipal Bond Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

4% more funds holding

Funds holding: 8588 (+3)

1.92% more ownership

Funds ownership: 49.01%50.93% (+1.9%)

1% more capital invested

Capital invested by funds: $152M → $154M (+$1.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
21
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$183K -$73.2K -11,988 -28%
RCA
52
Ranch Capital Advisors
Florida
$176K +$403 +66 +0.2%
PHWA
53
Petersen Hastings Wealth Advisors
Washington
$174K
EPW
54
Evolve Private Wealth
California
$171K +$2.3K +376 +1%
TCM
55
Traub Capital Management
Massachusetts
$144K -$84.1K -13,779 -36%
Ameriprise
56
Ameriprise
Minnesota
$140K +$195 +32 +0.1%
Osaic Holdings
57
Osaic Holdings
Arizona
$136K -$19.3K -3,158 -12%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$126K +$4.13K +676 +3%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$114K +$122 +20 +0.1%
NPFS
60
Novak & Powell Financial Services
Florida
$110K +$1.37K +225 +1%
LA
61
LexAurum Advisors
Kansas
$104K +$105K +17,234 New
CWA
62
CJM Wealth Advisers
Virginia
$94K +$1.17K +192 +1%
RIA
63
Realta Investment Advisors
Delaware
$91.6K
MML Investors Services
64
MML Investors Services
Massachusetts
$78.4K -$18.1K -2,969 -19%
BF
65
BOK Financial
Oklahoma
$77.1K
Jane Street
66
Jane Street
New York
$75.4K -$57.1K -9,355 -43%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$75K -$17.2K -2,814 -18%
EAM
68
Everstar Asset Management
North Carolina
$72.7K
SEIA
69
Signature Estate & Investment Advisors
California
$72.5K
Mariner
70
Mariner
Kansas
$69.7K -$1.6K -262 -2%
AO
71
Advisor OS
Illinois
$65.3K +$66.3K +10,864 New
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$63K +$64K +10,487 New
SDAM
73
Shulman DeMeo Asset Management
New York
$62.8K +$63.8K +10,447 New
Cerity Partners
74
Cerity Partners
New York
$60.1K
SMC
75
Smith, Moore & Co
Missouri
$60.1K