BNYM Strat Muni BNDDSM
13F holders, Q2 2025 (June 30)92holders −3
7new positions
11sold out
1famous investor
$5.61avg. 13F price*
At the end of Q2 2025, 92 institutions reported holding BNYM Strat Muni BND (DSM) in their 13F filings, down 3 from Q1 2025. 7 opened new positions and 11 sold out. The largest holders were Saba Capital Management, L.P. ($28.9M), Pathstone Holdings, LLC ($19.5M) and Bulldog Investors, LLP ($14.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- BNYM Strat Muni BND
- Filed as
- BNY MELLON STRATEGIC MUN BD (Q2 2025)
- CUSIP
- 09662E109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.5M |
| Exits | 11 | $1.7M |
All 13F filers, Q1 2025 → Q2 2025: 3,136,949 shares bought and 1,734,384 shares sold, net +1,402,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| Saba Capital Management, L.P. | 0.79% | Add +21.2% | 5,152,591 | $28.9M |
| Pathstone Holdings, LLC | 0.08% | Add +11.8% | 3,486,112 | $19.5M |
| Bulldog Investors, LLP | 3.70% | Add +2.7% | 2,596,631 | $14.5M |
| Rivernorth Capital Management, LLC | 0.47% | Reduce -1.2% | 1,498,361 | $8.4M |
| Hennion & Walsh Asset Management, Inc. | 0.24% | Reduce -8.1% | 1,042,686 | $5.8M |
| Karpus Management, Inc. | 0.15% | Add +3220.3% | 856,403 | $4.8M |
| Almitas Capital LLC | 1.20% | No change | 851,087 | $4.8M |
| Guggenheim Capital LLC | 0.03% | Reduce -19.5% | 709,944 | $4.0M |
| LPL Financial LLC | 0.00% | Reduce -8.7% | 650,157 | $3.6M |
| Sit Investment Associates Inc. | 0.06% | Add +5.6% | 498,827 | $2.8M |
| Wells Fargo & Company | 0.00% | Reduce -32.0% | 451,132 | $2.5M |
| Morgan Stanley | 0.00% | Reduce -11.3% | 394,716 | $2.2M |
| Whitebox Advisors LLC | 0.15% | Reduce -49.9% | 378,993 | $2.1M |
| Thomas J. Herzfeld Advisors, Inc. | 0.73% | Add +186.6% | 366,054 | $2.0M |
| Advisors Asset Management, Inc. | 0.03% | New | 340,613 | $1.9M |
| Van Eck Associates Corp. | 0.00% | Add +0.8% | 338,922 | $1.9M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -3.6% | 279,846 | $1.8M |
| Logan Stone Capital, LLC | 0.78% | Reduce -21.8% | 294,867 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.9% | 196,010 | $1.1M |
| Capstone Investment Advisors, LLC | 0.01% | No change | 187,555 | $1.1M |
| 1607 Capital Partners, LLC | 0.08% | No change | 184,401 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +9.6% | 174,448 | $977K |
| Riverbridge Partners LLC | 0.01% | Add +4.5% | 159,974 | $896K |
| Ackerman Capital Advisors, LLC | 0.20% | Reduce -8.7% | 156,966 | $879K |
| Invesco Ltd. | 0.00% | Add +231.3% | 137,174 | $768K |
| Nuveen, LLC | 0.00% | Reduce -58.5% | 136,099 | $762K |
| Blue Bell Private Wealth Management, LLC | 0.12% | Add +3.3% | 130,450 | $731K |
| UBS Group AG | 0.00% | Reduce -0.6% | 111,379 | $624K |
| Bridgewater Advisors Inc. | 0.04% | No change | 92,770 | $509K |
| PFS Partners, LLC | 0.25% | Add +1.1% | 88,670 | $497K |
| Savvy Advisors, Inc. | 0.03% | Reduce -3.5% | 83,531 | $468K |
| Bank of America Corp. | 0.00% | Add +7654.0% | 73,353 | $411K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.1% | 67,789 | $380K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.8% | 62,390 | $349K |
| Stifel Financial Corp. | 0.00% | Add +1.0% | 61,352 | $344K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.8% | 61,016 | $342K |
| Traub Capital Management LLC | 0.27% | — | 53,029 | $297K |
| Raymond James Financial Inc. | 0.00% | Add +3.5% | 49,189 | $275K |
| Gridiron Partners, LLC | 0.17% | No change | 48,891 | $274K |
| Palogic Value Management, L.P. | 0.12% | No change | 48,475 | $271K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -4.1% | 46,246 | $259K |
| Melfa Wealth Management, Inc. | 0.16% | No change | 44,111 | $247K |
| Geneos Wealth Management Inc. | 0.01% | Add +51.8% | 42,860 | $240K |
| Camelot Portfolios, LLC | 0.14% | Add +7.4% | 41,854 | $234K |
| Rothschild Investment LLC | 0.01% | No change | 40,485 | $227K |
| Integrated Capital Management, Inc. | 0.17% | Add +20.4% | 40,069 | $224K |
| Cohen & Steers, Inc. | 0.00% | New | 40,000 | $224K |
| Fortitude Advisory Group L.L.C. | 0.12% | No change | 38,762 | $217K |
| HighTower Advisors, LLC | 0.00% | Reduce -67.6% | 38,424 | $215K |
| Aviance Capital Partners, LLC | 0.03% | Add +24.3% | 37,491 | $210K |
| Integrated Wealth Concepts LLC | 0.00% | Add +10.5% | 37,340 | $209K |
| Catalina Capital Group, LLC | 0.14% | New | 36,500 | $204K |
| Matisse Capital | 0.09% | No change | 32,630 | $183K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.6% | 30,246 | $169K |
| Ranch Capital Advisors Inc. | 0.07% | Reduce -8.5% | 29,031 | $163K |
| Modern Wealth Management, LLC | 0.00% | No change | 23,593 | $132K |
| Advisor OS, LLC | 0.01% | Reduce -13.6% | 21,541 | $121K |
| Capital Market Strategies LLC | 0.08% | Add +5.3% | 19,700 | $110K |
| Janney Montgomery Scott LLC | 0.00% | No change | 19,206 | $108K |
| Cetera Investment Advisers | 0.00% | Add +0.9% | 18,672 | $105K |
| Wedbush Securities Inc. | 0.00% | Reduce -3.6% | 18,300 | $102K |
| Novak & Powell Financial Services, Inc. | 0.07% | Add +1.3% | 17,609 | $99K |
| LexAurum Advisors, LLC | 0.02% | No change | 17,234 | $97K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -38.3% | 16,268 | $91K |
| NewEdge Advisors, LLC | 0.00% | Reduce -29.2% | 16,136 | $90K |
| Susquehanna International Group, LLP | 0.00% | Reduce -27.7% | 15,700 | $88K |
| Realta Investment Advisors | 0.03% | No change | 15,247 | $85K |
| CJM Wealth Advisers, Ltd. | 0.03% | Add +1.1% | 15,081 | $84K |
| Citadel Advisors | 0.00% | Reduce -69.0% | 14,972 | $84K |
| MML Investors Services, LLC | 0.00% | Add +14.2% | 13,062 | $73K |
| MIdWestOne Financial Group, Inc. | 0.01% | No change | 12,214 | $68K |
| Virtu Financial LLC | 0.00% | New | 12,161 | $68K |
| Mariner, LLC | 0.00% | Add +12.3% | 11,600 | $65K |
| Signature Estate & Investment Advisors LLC | 0.00% | Reduce -14.6% | 10,507 | $59K |
| Plan A Wealth LLC | 0.03% | No change | 10,500 | $59K |
| Smith, Moore & Co. | 0.00% | No change | 10,000 | $56K |
| Cerity Partners LLC | 0.00% | New | 10,000 | $56K |
| US Bancorp \de | 0.00% | No change | 7,007 | $39K |
| Global Retirement Partners, LLC | 0.00% | — | 7,000 | $39K |
| Hollencrest Capital Management | 0.00% | No change | 6,970 | $39K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 6,460 | $36K |
| MAI Capital Management | 0.00% | No change | 6,023 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.8% | 4,758 | $27K |
| Eastern Bank | 0.00% | No change | 3,441 | $19K |
| Activest Wealth Management | 0.00% | No change | 1,500 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1,447 | $8K |
| Darwin Wealth Management, LLC | 0.00% | No change | 1,000 | $6K |
| Briaud Financial Planning Inc | 0.00% | No change | 874 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 565 | $3K |
| Elequin Capital, LP | 0.00% | New | 551 | $3K |
| Citigroup Inc. | 0.00% | No change | 1 | $6 |
| Royal Bank of Canada | 0.00% | New | 9 | $0 |
"% of holder's portfolio" is DSM's weight in each manager's 13F, not the share of BNYM Strat Muni BND the manager owns.