BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
7 hedge funds and large institutions have $15.9M invested in BondBloxx IR+M Tax Aware Short Duration ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
154% more capital invested
Capital invested by funds: $6.24M → $15.9M (+$9.64M)
133% more funds holding
Funds holding: 3 → 7 (+4)
1.38% less ownership
Funds ownership: 27.13% → 25.75% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
+$7.97M |
| 2 |
JFG
JDM Financial Group
Austin,
Texas
|
+$1.25M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$380K |
| 4 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$330K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$341K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
1
One Capital Management
Westlake Village,
California
| $7.99M | +$7.97M | +159,428 | New |
|
|
IRM
2
Income Research & Management
Boston,
Massachusetts
| $5.01M | – | – | – |
|
|
JFG
3
JDM Financial Group
Austin,
Texas
| $1.25M | +$1.25M | +24,921 | New |
|
|
SIS
4
Sound Income Strategies
Ft Lauderdale,
Florida
| $906K | +$5.75K | +115 | +0.6% |
|
|
FTUS
5
Flow Traders U.S.
New York
| $381K | +$380K | +7,597 | New |
|
|
TWM
6
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $331K | +$330K | +6,608 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $5.81K | +$5.8K | +116 | New |
|
|
8
Jane Street
New York
| – | -$341K | -6,826 | Closed |
|
TAXX Hedge Fund Activity: Q2 2024 in Review
7 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) for Q2 2024, worth a combined $15.9M — up 154% from $6.24M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TAXX positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was One Capital Management, opening a new position worth an estimated $7.97M. The largest seller was Jane Street, exiting entirely with an estimated $341K sold.
- 7 institutional investors held BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) as of Q2 2024, up from 3 in Q1 2024.
- Funds reported $15.9M of BondBloxx IR+M Tax Aware Short Duration ETF stock for Q2 2024, up 154% quarter-over-quarter.
- 5 funds opened new BondBloxx IR+M Tax Aware Short Duration ETF positions in Q2 2024 and 1 closed out, a net change of +4 holders.
- The largest BondBloxx IR+M Tax Aware Short Duration ETF buyer in Q2 2024 was One Capital Management, an estimated $7.97M added.
- The largest BondBloxx IR+M Tax Aware Short Duration ETF seller in Q2 2024 was Jane Street, an estimated $341K sold.
Based on aggregated 13F filings for Q2 2024.