State Street My2029 Municipal Bond ETF
MYMI
6 hedge funds and large institutions have $10.9M invested in State Street My2029 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
20% more funds holding
Funds holding: 5 → 6 (+1)
14% more capital invested
Capital invested by funds: $9.53M → $10.9M (+$1.36M)
2.98% more ownership
Funds ownership: 77.4% → 80.38% (+3%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$1.21M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$577K |
| 3 |
LPL Financial
San Diego,
California
|
+$202K |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$174K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$439K |
| 2 |
Jane Street
New York
|
-$210K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWA
1
Heartwood Wealth Advisors
Richmond,
Virginia
| $7.04M | +$1.21M | +48,887 | +21% |
|
|
2
Lido Advisors
Los Angeles,
California
| $1.7M | +$577K | +23,263 | +51% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $1.2M | -$439K | -17,713 | -27% |
|
|
4
Jane Street
New York
| $578K | -$210K | -8,487 | -27% |
|
|
5
LPL Financial
San Diego,
California
| $201K | +$202K | +8,153 | New |
|
|
6
Fifth Third Bancorp
Cincinnati,
Ohio
| $173K | +$174K | +7,027 | New |
|
MYMI Hedge Fund Activity: Q1 2026 in Review
6 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in State Street My2029 Municipal Bond ETF (MYMI) for Q1 2026, worth a combined $10.9M — up 14% from $9.53M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MYMI positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Heartwood Wealth Advisors, adding an estimated $1.21M. The largest seller was Osaic Holdings, cutting an estimated $439K.
- 6 institutional investors held State Street My2029 Municipal Bond ETF (MYMI) as of Q1 2026, up from 5 in Q4 2025.
- Funds reported $10.9M of State Street My2029 Municipal Bond ETF stock for Q1 2026, up 14% quarter-over-quarter.
- 2 funds opened new State Street My2029 Municipal Bond ETF positions in Q1 2026 and 0 closed out, a net change of +2 holders.
- The largest State Street My2029 Municipal Bond ETF buyer in Q1 2026 was Heartwood Wealth Advisors, an estimated $1.21M added.
- The largest State Street My2029 Municipal Bond ETF seller in Q1 2026 was Osaic Holdings, an estimated $439K sold.
Based on aggregated 13F filings for Q1 2026.