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
$28.9M
2
KIM
Karpus Investment Management
New York
$4.8M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
$19.5M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$2.05M
5
Invesco
Invesco
Georgia
$768K

Top Sellers

1
WA
Whitebox Advisors
Minnesota
$2.12M
2
Wells Fargo
Wells Fargo
California
$2.53M
3
NL
Nuveen LLC
North Carolina
$762K
4
GC
Guggenheim Capital
Illinois
$3.98M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
$5.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$28.9M +$5.05M +902,043 +21%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$19.5M +$2.07M +368,855 +12%
BI
3
Bulldog Investors
New Jersey
$14.5M +$388K +69,204 +3%
RCM
4
Rivernorth Capital Management
Florida
$8.39M -$98.1K -17,513 -1%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$5.84M -$517K -92,323 -8%
KIM
6
Karpus Investment Management
New York
$4.8M +$4.65M +830,610 +3,220%
AC
7
Almitas Capital
California
$4.77M – – –
GC
8
Guggenheim Capital
Illinois
$3.98M -$966K -172,416 -20%
LPL Financial
9
LPL Financial
California
$3.64M -$347K -61,938 -9%
SIA
10
Sit Investment Associates
Minnesota
$2.79M +$148K +26,463 +6%
Wells Fargo
11
Wells Fargo
California
$2.53M -$1.19M -212,243 -32%
Morgan Stanley
12
Morgan Stanley
New York
$2.21M -$283K -50,461 -11%
WA
13
Whitebox Advisors
Minnesota
$2.12M -$2.12M -377,806 -50%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$2.05M +$1.33M +238,330 +187%
AAM
15
Advisors Asset Management
Colorado
$1.91M -$69.8K -12,473 -4%
VanEck Associates
16
VanEck Associates
New York
$1.9M +$14.8K +2,634 +0.8%
LSC
17
Logan Stone Capital
Illinois
$1.65M -$461K -82,408 -22%
CIA
18
Capital Investment Advisors
Georgia
$1.57M -$58.2K -10,395 -4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.1M +$117K +20,857 +12%
Capstone Investment Advisors
20
Capstone Investment Advisors
New York
$1.05M – – –
1CP
21
1607 Capital Partners
Virginia
$1.03M – – –
PAS
22
Park Avenue Securities
New York
$977K +$85.9K +15,336 +10%
RP
23
Riverbridge Partners
Minnesota
$896K +$38.4K +6,861 +4%
ACA
24
Ackerman Capital Advisors
Texas
$879K -$84.1K -15,020 -9%
Invesco
25
Invesco
Georgia
$768K +$536K +95,769 +231%
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