BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
22 hedge funds and large institutions have $73.8M invested in BondBloxx IR+M Tax Aware Short Duration ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 0 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
76% more capital invested
Capital invested by funds: $41.8M → $73.8M (+$32M)
29% more funds holding
Funds holding: 17 → 22 (+5)
24.14% more ownership
Funds ownership: 30.97% → 55.11% (+24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$19.9M |
| 2 |
DWA
Delos Wealth Advisors
Dallas,
Texas
|
+$5.94M |
| 3 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$4.09M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$759K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$689K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$544K |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$544K |
| 3 |
Jane Street
New York
|
-$219K |
| 4 |
JFG
JDM Financial Group
Austin,
Texas
|
-$32.1K |
TAXX Hedge Fund Activity: Q4 2024 in Review
22 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) for Q4 2024, worth a combined $73.8M — up 76% from $41.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TAXX positions and 0 closed out — a net gain of 5 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $19.9M. The largest seller was Brinker Capital Investments, cutting an estimated $544K.
- 22 institutional investors held BondBloxx IR+M Tax Aware Short Duration ETF (TAXX) as of Q4 2024, up from 17 in Q3 2024.
- Funds reported $73.8M of BondBloxx IR+M Tax Aware Short Duration ETF stock for Q4 2024, up 76% quarter-over-quarter.
- 5 funds opened new BondBloxx IR+M Tax Aware Short Duration ETF positions in Q4 2024 and 0 closed out, a net change of +5 holders.
- The largest BondBloxx IR+M Tax Aware Short Duration ETF buyer in Q4 2024 was EP Wealth Advisors, an estimated $19.9M added.
- The largest BondBloxx IR+M Tax Aware Short Duration ETF seller in Q4 2024 was Brinker Capital Investments, an estimated $544K sold.
Based on aggregated 13F filings for Q4 2024.