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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
RFP
76
Root Financial Partners
California
$49.2K
HCM
77
Hollencrest Capital Management
California
$41.9K
SWIM
78
Smallwood Wealth Investment Management
New Jersey
$38.8K
MCM
79
MAI Capital Management
Ohio
$36.2K
EB
80
Eastern Bank
Massachusetts
$30.1K
AGA
81
Arkos Global Advisors
Texas
$30K +$30.8K +5,046 New
SPIA
82
Steward Partners Investment Advisory
New York
$28.6K
HI
83
Harbour Investments
Wisconsin
$16.2K +$16.5K +2,700 New
AWM
84
Activest Wealth Management
Florida
$9.02K +$9.16K +1,500 New
PWMG
85
Prestige Wealth Management Group
New Jersey
$8.7K
DWM
86
Darwin Wealth Management
Florida
$6.01K
ECA
87
Elevated Capital Advisors
Utah
$474 +$482 +79 New
Citigroup
88
Citigroup
New York
$6
RP
89
Riverbridge Partners
Minnesota
-$1.47M -237,540 Closed
Bank of America
90
Bank of America
North Carolina
-$453K -73,353 Closed
GP
91
Gridiron Partners
Pennsylvania
-$302K -48,891 Closed
NA
92
NewEdge Advisors
Louisiana
-$87.9K -14,254 Closed
PAW
93
Plan A Wealth
Nebraska
-$64.8K -10,500 Closed
KAS
94
Kestra Advisory Services
Texas
-$23K -3,733 Closed
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
-$16K -2,570 Closed
KG
96
Kilter Group
New York
-$13.3K -2,162 Closed
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
-$3.08K -500 Closed