DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

89 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, 28 reducing their positions, and 11 closing their positions.

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.2%
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
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$28.9M
2
KIM
2
Karpus Investment Management
New York
$4.8M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$19.5M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$2.05M
5
Invesco
5
Invesco
Georgia
$768K

Top Sellers

1
WA
1
Whitebox Advisors
Minnesota
$2.12M
2
Wells Fargo
2
Wells Fargo
California
$2.53M
3
NL
3
Nuveen LLC
North Carolina
$762K
4
GC
4
Guggenheim Capital
Illinois
$3.98M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$5.84M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$39.2K 7,007 – –
GRP
77
Global Retirement Partners
California
$39.2K 7,000 +7,000 New
HCM
78
Hollencrest Capital Management
California
$39K 6,970 – –
MCM
79
MAI Capital Management
Ohio
$33.7K 6,023 – –
SPIA
80
Steward Partners Investment Advisory
New York
$26.6K 4,758 -139 -3%
EB
81
Eastern Bank
Massachusetts
$19.3K 3,441 – –
AWM
82
Activest Wealth Management
Florida
$8.4K 1,500 – –
PWMG
83
Prestige Wealth Management Group
New Jersey
$8.1K 1,447 – –
DWM
84
Darwin Wealth Management
Florida
$5.6K 1,000 – –
BFP
85
Briaud Financial Planning
Texas
$4K 874 – –
MWM
86
Mascoma Wealth Management
New Hampshire
$3.16K 565 – –
EC
87
Elequin Capital
New York
$3.09K 551 +551 New
Citigroup
88
Citigroup
New York
$6 1 – –
AA
89
AQR Arbitrage
Connecticut
– – -66,816 Closed
AWM
90
Avior Wealth Management
Nebraska
– – -46,581 Closed
BEI
91
Benjamin Edwards Inc
Missouri
– – -38,649 Closed
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
– – -34,007 Closed
WAM
93
Wolverine Asset Management
Illinois
– – -24,409 Closed
LCM
94
Landscape Capital Management
New Jersey
– – -21,262 Closed
EAM
95
Everstar Asset Management
North Carolina
– – -15,468 Closed
SG
96
StoneX Group
New York
– – -14,376 Closed
AGA
97
Arkos Global Advisors
Texas
– – -11,752 Closed
WAP
98
Wealthcare Advisory Partners
Pennsylvania
– – -10,131 Closed
MC
99
Moors & Cabot
Massachusetts
– – -10,000 Closed
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$0 9 +9 New
1 2 3
4