DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

75 hedge funds and large institutions have $63.3M invested in BNY Mellon Strategic Municipal Bond Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.21M
2
GC
2
Guggenheim Capital
Illinois
$3.31M
3
Invesco
3
Invesco
Georgia
$846K
4
KAS
4
Kestra Advisory Services
Texas
$745K
5
SIA
5
Sit Investment Associates
Minnesota
$2.48M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$1.13M
2
PPA
2
Parametric Portfolio Associates
Washington
$437K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$19.1M
4
OWA
4
Opal Wealth Advisors
New York
$140K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$945K
Name Market Value Shares Shares
Change 		Shares
Change %
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$19.1M 2,388,795 -88,520 -4%
UBS Group
2
UBS Group
Switzerland
$4.61M 577,525 +20,604 +4%
GC
3
Guggenheim Capital
Illinois
$3.31M 414,592 +129,264 +45%
Morgan Stanley
4
Morgan Stanley
New York
$2.75M 344,776 +3,316 +1%
SIA
5
Sit Investment Associates
Minnesota
$2.48M 310,938 +42,467 +16%
Ameriprise
6
Ameriprise
Minnesota
$2.24M 280,264 -3,020 -1%
VanEck Associates
7
VanEck Associates
New York
$2.1M 262,481 +7,703 +3%
LPL Financial
8
LPL Financial
California
$1.8M 224,993 -52,181 -19%
RCM
9
Rivernorth Capital Management
Florida
$1.62M 202,575 +3,906 +2%
RJA
10
Raymond James & Associates
Florida
$1.61M 202,015 +37,084 +22%
CIA
11
Capital Investment Advisors
Georgia
$1.58M 198,350 +981 +0.5%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.37M 171,217 -4,720 -3%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$1.23M 154,055 -2,424 -2%
Citadel Advisors
14
Citadel Advisors
Florida
$1.21M 151,348 +151,348 New
RCM
15
Robinson Capital Management
Michigan
$1.13M 141,199 -450,065 -76%
AWA
16
Arete Wealth Advisors
Illinois
$1.01M 126,225 +2,142 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$945K 118,475 -62,031 -34%
PAS
18
Park Avenue Securities
New York
$920K 115,253 +7,596 +7%
Invesco
19
Invesco
Georgia
$846K 106,044 +106,044 New
CPIG
20
Chicago Partners Investment Group
Illinois
$827K 99,894 -7,055 -7%
KAS
21
Kestra Advisory Services
Texas
$745K 93,362 +93,362 New
PMG
22
ProVise Management Group
Florida
$742K 92,965 -1,643 -2%
Wells Fargo
23
Wells Fargo
California
$622K 77,952 -20,949 -21%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$616K 77,153 +73 +0.1%
Bank of America
25
Bank of America
North Carolina
$602K 75,447 -40,341 -35%
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