Alpha Architect Aggregate Bond ETF
BOXA
10 hedge funds and large institutions have $5.17M invested in Alpha Architect Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
87% more capital invested
Capital invested by funds: $2.76M → $5.17M (+$2.41M)
43% more funds holding
Funds holding: 7 → 10 (+3)
8.91% more ownership
Funds ownership: 23.84% → 32.75% (+8.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1,000K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$608K |
| 3 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
+$529K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$323K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$249K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$839K |
| 2 |
EP
E6 Portfolios
Midvale,
Utah
|
-$27.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RF
1
RHS Financial
San Francisco,
California
| $1.12M | +$86.7K | +819 | +8% |
|
|
KAS
2
Kestra Advisory Services
Austin,
Texas
| $1.03M | +$1,000K | +9,442 | +2,861% |
|
|
3
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $733K | +$608K | +5,739 | +468% |
|
|
EF
4
Empirical Finance
Havertown,
Pennsylvania
| $526K | +$529K | +5,000 | New |
|
|
EP
5
E6 Portfolios
Midvale,
Utah
| $462K | -$27.9K | -264 | -6% |
|
|
HI
6
Harbour Investments
Madison,
Wisconsin
| $350K | +$323K | +3,047 | +1,077% |
|
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $247K | +$249K | +2,350 | New |
|
|
WIA
8
World Investment Advisors
Santa Barbara,
California
| $242K | +$243K | +2,300 | New |
|
|
FIS
9
Fischer Investment Strategies
Westlake Village,
California
| $236K | +$32.3K | +305 | +16% |
|
|
5NPW
10
55 North Private Wealth
Winter Park,
Florida
| $223K | +$224K | +2,119 | New |
|
|
11
Jane Street
New York
| – | -$839K | -7,961 | Closed |
|
BOXA Hedge Fund Activity: Q1 2026 in Review
10 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Aggregate Bond ETF (BOXA) for Q1 2026, worth a combined $5.17M — up 87% from $2.76M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BOXA positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $1,000K. The largest seller was Jane Street, exiting entirely with an estimated $839K sold.
- 10 institutional investors held Alpha Architect Aggregate Bond ETF (BOXA) as of Q1 2026, up from 7 in Q4 2025.
- Funds reported $5.17M of Alpha Architect Aggregate Bond ETF stock for Q1 2026, up 87% quarter-over-quarter.
- 4 funds opened new Alpha Architect Aggregate Bond ETF positions in Q1 2026 and 1 closed out, a net change of +3 holders.
- The largest Alpha Architect Aggregate Bond ETF buyer in Q1 2026 was Kestra Advisory Services, an estimated $1,000K added.
- The largest Alpha Architect Aggregate Bond ETF seller in Q1 2026 was Jane Street, an estimated $839K sold.
Based on aggregated 13F filings for Q1 2026.