State Street My2029 Corporate Bond ETF
MYCI
8 hedge funds and large institutions have $17.2M invested in State Street My2029 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
204% more capital invested
Capital invested by funds: $5.67M → $17.2M (+$11.6M)
60% more funds holding
Funds holding: 5 → 8 (+3)
14.19% more ownership
Funds ownership: 93.05% → 107.24% (+14%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$8.09M |
| 2 |
ECM
Exchange Capital Management
Ann Arbor,
Michigan
|
+$2.88M |
| 3 |
EH
Equitable Holdings
New York
|
+$2.08M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$985K |
| 5 |
MTWM
Masso Torrence Wealth Management
Marlton,
New Jersey
|
+$675K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.97M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$356K |
| 3 |
GFPC
Global Financial Private Client
Sarasota,
Florida
|
-$7.33K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWA
1
Heartwood Wealth Advisors
Richmond,
Virginia
| $8.17M | +$8.09M | +330,272 | New |
|
|
ECM
2
Exchange Capital Management
Ann Arbor,
Michigan
| $3.72M | +$2.88M | +117,704 | +361% |
|
|
EH
3
Equitable Holdings
New York
| $2.08M | +$2.08M | +84,753 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $994K | +$985K | +40,213 | New |
|
|
MTWM
5
Masso Torrence Wealth Management
Marlton,
New Jersey
| $681K | +$675K | +27,547 | New |
|
|
6
Jane Street
New York
| $587K | -$2.97M | -121,082 | -84% |
|
|
GFPC
7
Global Financial Private Client
Sarasota,
Florida
| $549K | -$7.33K | -299 | -1% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $445K | -$356K | -14,540 | -45% |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$3.19K | -131 | Closed |
|
MYCI Hedge Fund Activity: Q1 2025 in Review
8 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street My2029 Corporate Bond ETF (MYCI) for Q1 2025, worth a combined $17.2M — up 204% from $5.67M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MYCI positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Heartwood Wealth Advisors, opening a new position worth an estimated $8.09M. The largest seller was Jane Street, cutting an estimated $2.97M.
- 8 institutional investors held State Street My2029 Corporate Bond ETF (MYCI) as of Q1 2025, up from 5 in Q4 2024.
- Funds reported $17.2M of State Street My2029 Corporate Bond ETF stock for Q1 2025, up 204% quarter-over-quarter.
- 4 funds opened new State Street My2029 Corporate Bond ETF positions in Q1 2025 and 1 closed out, a net change of +3 holders.
- The largest State Street My2029 Corporate Bond ETF buyer in Q1 2025 was Heartwood Wealth Advisors, an estimated $8.09M added.
- The largest State Street My2029 Corporate Bond ETF seller in Q1 2025 was Jane Street, an estimated $2.97M sold.
Based on aggregated 13F filings for Q1 2025.