DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

95 hedge funds and large institutions have $158M invested in BNY Mellon Strategic Municipal Bond Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-7
Holders Change %
-6.86%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
36
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.82M
2
BI
Bulldog Investors
New Jersey
+$2.46M
3
AC
Almitas Capital
California
+$1.3M
4
WA
Whitebox Advisors
Minnesota
+$790K
5
Wells Fargo
Wells Fargo
California
+$763K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$943K
2
AA
AQR Arbitrage
Connecticut
-$714K
3
VanEck Associates
VanEck Associates
New York
-$482K
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$291K
5
SIA
Sit Investment Associates
Minnesota
-$260K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
76
MidWestOne Financial Group
Iowa
$70.5K – – –
AGA
77
Arkos Global Advisors
Texas
$68K -$129K -22,250 -65%
MML Investors Services
78
MML Investors Services
Massachusetts
$66K +$66K +11,434 New
Mariner
79
Mariner
Kansas
$59.6K – – –
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$58.5K – – –
SMC
81
Smith, Moore & Co
Missouri
$57.7K – – –
MC
82
Moors & Cabot
Massachusetts
$57.7K – – –
US Bancorp
83
US Bancorp
Minnesota
$40.4K – – –
HCM
84
Hollencrest Capital Management
California
$40.2K – – –
SWIM
85
Smallwood Wealth Investment Management
New Jersey
$37.3K +$37.3K +6,460 New
MCM
86
MAI Capital Management
Ohio
$34.8K – – –
SPIA
87
Steward Partners Investment Advisory
New York
$28.3K – – –
EB
88
Eastern Bank
Massachusetts
$19.9K +$19.9K +3,441 New
AWM
89
Activest Wealth Management
Florida
$8.66K – – –
PWMG
90
Prestige Wealth Management Group
New Jersey
$8.35K – – –
DWM
91
Darwin Wealth Management
Florida
$5.81K – – –
Bank of America
92
Bank of America
North Carolina
$5.46K -$192K -33,318 -97%
BFP
93
Briaud Financial Planning
Texas
$5K – – –
MWM
94
Mascoma Wealth Management
New Hampshire
$3.26K – – –
Citigroup
95
Citigroup
New York
$6 – – –
Focus Partners Wealth
96
Focus Partners Wealth
Massachusetts
– -$291K -50,000 Closed
LF
97
Lee Financial
Texas
– -$168K -29,000 Closed
RAM
98
Readystate Asset Management
Illinois
– -$78.3K -13,477 Closed
CCFM
99
Clear Creek Financial Management
Washington
– -$69.2K -11,910 Closed
Nomura Holdings
100
Nomura Holdings
Japan
– -$58.1K -10,000 Closed
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