DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

90 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, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-5
Holders Change %
-5.26%
% of All Funds
1.21%
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
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$5.05M
2
KIM
Karpus Investment Management
New York
+$4.65M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$2.07M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.33M
5
Invesco
Invesco
Georgia
+$536K

Top Sellers

1
WA
Whitebox Advisors
Minnesota
-$2.12M
2
Wells Fargo
Wells Fargo
California
-$1.19M
3
NL
Nuveen LLC
North Carolina
-$1.08M
4
GC
Guggenheim Capital
Illinois
-$966K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
-$517K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
76
Cerity Partners
New York
$56K +$56K +10,000 New
US Bancorp
77
US Bancorp
Minnesota
$39.2K – – –
GRP
78
Global Retirement Partners
California
$39.2K +$39.2K +7,000 New
HCM
79
Hollencrest Capital Management
California
$39K – – –
MCM
80
MAI Capital Management
Ohio
$33.7K – – –
SPIA
81
Steward Partners Investment Advisory
New York
$26.6K -$778 -139 -3%
EB
82
Eastern Bank
Massachusetts
$19.3K – – –
AWM
83
Activest Wealth Management
Florida
$8.4K – – –
PWMG
84
Prestige Wealth Management Group
New Jersey
$8.1K – – –
DWM
85
Darwin Wealth Management
Florida
$5.6K – – –
BFP
86
Briaud Financial Planning
Texas
$4K – – –
MWM
87
Mascoma Wealth Management
New Hampshire
$3.16K – – –
EC
88
Elequin Capital
New York
$3.09K +$3.09K +551 New
Citigroup
89
Citigroup
New York
$6 – – –
AA
90
AQR Arbitrage
Connecticut
– -$386K -66,816 Closed
AWM
91
Avior Wealth Management
Nebraska
– -$269K -46,581 Closed
BEI
92
Benjamin Edwards Inc
Missouri
– -$223K -38,649 Closed
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
– -$196K -34,007 Closed
WAM
94
Wolverine Asset Management
Illinois
– -$141K -24,409 Closed
LCM
95
Landscape Capital Management
New Jersey
– -$123K -21,262 Closed
EAM
96
Everstar Asset Management
North Carolina
– -$89.3K -15,468 Closed
SG
97
StoneX Group
New York
– -$83K -14,376 Closed
AGA
98
Arkos Global Advisors
Texas
– -$68K -11,752 Closed
WAP
99
Wealthcare Advisory Partners
Pennsylvania
– -$58.5K -10,131 Closed
MC
100
Moors & Cabot
Massachusetts
– -$57.7K -10,000 Closed
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