DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

83 hedge funds and large institutions have $57.9M invested in BNY Mellon Strategic Municipal Bond Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
22
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$4.53M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.25M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.12M
4
GC
4
Guggenheim Capital
Illinois
$6.04M
5
RP
5
Riverbridge Partners
Minnesota
$592K

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$12.7M
2
UBS Group
2
UBS Group
Switzerland
$1.75M
3
RCM
3
Robinson Capital Management
Michigan
$562K
4
LSC
4
Logan Stone Capital
Illinois
$0
5
SIA
5
Sit Investment Associates
Minnesota
$1.56M
Name Market Value Shares Shares
Change 		Shares
Change %
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$12.7M 2,041,806 -563,394 -22%
GC
2
Guggenheim Capital
Illinois
$6.04M 970,283 +236,209 +32%
Ameriprise
3
Ameriprise
Minnesota
$4.53M 728,948 +444,856 +157%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.25M 683,064 +311,407 +84%
Morgan Stanley
5
Morgan Stanley
New York
$4.12M 662,134 +295,640 +81%
LPL Financial
6
LPL Financial
California
$2.24M 359,667 +52,653 +17%
RCM
7
Rivernorth Capital Management
Florida
$2.05M 329,367 – –
UBS Group
8
UBS Group
Switzerland
$1.75M 281,682 -202,720 -42%
SIA
9
Sit Investment Associates
Minnesota
$1.56M 251,269 -53,972 -18%
Invesco
10
Invesco
Georgia
$1.44M 232,160 +51,385 +28%
VanEck Associates
11
VanEck Associates
New York
$1.35M 217,369 -46,811 -18%
CIA
12
Capital Investment Advisors
Georgia
$1.24M 199,505 +5,900 +3%
RJA
13
Raymond James & Associates
Florida
$1.23M 197,424 -1,027 -0.5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$951K 152,942 +10,429 +7%
PAS
15
Park Avenue Securities
New York
$934K 150,162 +11,521 +8%
AWA
16
Arete Wealth Advisors
Illinois
$927K 148,980 +15,375 +12%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$851K 136,841 -29,709 -18%
AWM
18
AE Wealth Management
Kansas
$694K 111,620 +528 +0.5%
RP
19
Riverbridge Partners
Minnesota
$592K 95,257 +95,257 New
Bank of America
20
Bank of America
North Carolina
$587K 94,351 -39,345 -29%
RCM
21
Robinson Capital Management
Michigan
$562K 87,847 -91,675 -51%
MML Investors Services
22
MML Investors Services
Massachusetts
$521K 83,757 +5,214 +7%
PMG
23
ProVise Management Group
Florida
$445K 71,500 -4,645 -6%
Wells Fargo
24
Wells Fargo
California
$437K 70,302 +2,550 +4%
CMS
25
Capital Market Strategies
Florida
$350K 56,335 -940 -2%
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