DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

81 hedge funds and large institutions have $63.4M invested in BNY Mellon Strategic Municipal Bond Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.63M
2
GC
2
Guggenheim Capital
Illinois
$5.19M
3
RCM
3
Robinson Capital Management
Michigan
$1.26M
4
RCM
4
Rivernorth Capital Management
Florida
$2.33M
5
AWM
5
AE Wealth Management
Kansas
$785K

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$18.4M
2
UBS Group
2
UBS Group
Switzerland
$3.43M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CWG
4
Crown Wealth Group
North Carolina
$274K
5
WS
5
Wedbush Securities
California
$95K
Name Market Value Shares Shares
Change 		Shares
Change %
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$18.4M 2,605,200 -137,963 -5%
GC
2
Guggenheim Capital
Illinois
$5.19M 734,074 +182,476 +33%
UBS Group
3
UBS Group
Switzerland
$3.43M 484,402 -94,448 -16%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.63M 371,657 +202,465 +120%
Morgan Stanley
5
Morgan Stanley
New York
$2.59M 366,494 -28,623 -7%
RCM
6
Rivernorth Capital Management
Florida
$2.33M 329,367 +96,414 +41%
LPL Financial
7
LPL Financial
California
$2.17M 307,014 +36,664 +14%
SIA
8
Sit Investment Associates
Minnesota
$2.16M 305,241 -15,500 -5%
Ameriprise
9
Ameriprise
Minnesota
$2.01M 284,092 +3,951 +1%
VanEck Associates
10
VanEck Associates
New York
$1.87M 264,180 +14,514 +6%
RJA
11
Raymond James & Associates
Florida
$1.4M 198,451 -2,010 -1%
CIA
12
Capital Investment Advisors
Georgia
$1.37M 193,605 -4,745 -2%
Invesco
13
Invesco
Georgia
$1.28M 180,775 +2,159 +1%
RCM
14
Robinson Capital Management
Michigan
$1.26M 179,522 +179,522 New
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.18M 166,550 – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.01M 142,513 +11,082 +8%
PAS
17
Park Avenue Securities
New York
$980K 138,641 +10,631 +8%
Bank of America
18
Bank of America
North Carolina
$946K 133,696 +45,499 +52%
AWA
19
Arete Wealth Advisors
Illinois
$945K 133,605 +4,745 +4%
AWM
20
AE Wealth Management
Kansas
$785K 111,092 +92,702 +504%
PPA
21
Parametric Portfolio Associates
Washington
$582K 82,328 +66,207 +411%
MML Investors Services
22
MML Investors Services
Massachusetts
$555K 78,543 +326 +0.4%
PMG
23
ProVise Management Group
Florida
$538K 76,145 -15,120 -17%
Wells Fargo
24
Wells Fargo
California
$479K 67,752 -10,200 -13%
CMS
25
Capital Market Strategies
Florida
$405K 57,275 -200 -0.3%
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