BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
17 hedge funds and large institutions have $41.8M invested in BondBloxx IR+M Tax Aware Short Duration ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
164% more capital invested
Capital invested by funds: $15.9M → $41.8M (+$26M)
143% more funds holding
Funds holding: 7 → 17 (+10)
21.06% more ownership
Funds ownership: 25.75% → 46.81% (+21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$9.93M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$5.37M |
| 3 |
BWM
BCGM Wealth Management
Lafayette,
Indiana
|
+$3.2M |
| 4 |
GFP
Guardian Financial Partners
Orange,
California
|
+$1.35M |
| 5 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$381K |
| 2 |
JFG
JDM Financial Group
Austin,
Texas
|
-$25.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.81K |
TAXX Hedge Fund Activity: Q3 2024 in Review
17 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) for Q3 2024, worth a combined $41.8M — up 164% from $15.9M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TAXX positions and 2 closed out — a net gain of 10 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $9.93M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $381K sold.
- 17 institutional investors held BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) as of Q3 2024, up from 7 in Q2 2024.
- Funds reported $41.8M of BondBloxx IR+M Tax Aware Short Duration ETF stock for Q3 2024, up 164% quarter-over-quarter.
- 12 funds opened new BondBloxx IR+M Tax Aware Short Duration ETF positions in Q3 2024 and 2 closed out, a net change of +10 holders.
- The largest BondBloxx IR+M Tax Aware Short Duration ETF buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $9.93M added.
- The largest BondBloxx IR+M Tax Aware Short Duration ETF seller in Q3 2024 was Flow Traders U.S., an estimated $381K sold.
Based on aggregated 13F filings for Q3 2024.