Alpha Architect 1-3 Month Box ETFBOXX
BOXX
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
83% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 18
82% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 56
19% more funds holding in top 10
Funds holding in top 10: 21 [Q4 2024] → 25 (+4) [Q1 2025]
12% more capital invested
Capital invested by funds: $1.21B [Q4 2024] → $1.37B (+$151M) [Q1 2025]
7% more funds holding
Funds holding: 206 [Q4 2024] → 221 (+15) [Q1 2025]
3.1% less ownership
Funds ownership: 26.99% [Q4 2024] → 23.89% (-3.1%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for BOXX.
Financial journalist opinion
Positive
Seeking Alpha
4 days ago
Enhancing Cash Returns With BOXX: The Alpha Architect 1-3 Month Box ETF
BOXX is a potentially higher yielding, more tax efficient, low-cost cash alternative. BOXX is a stable, low-risk alternative to money markets, other cash equivalents, and cash alternatives. The higher returns plus potential tax efficiency can provide meaningful improvements in after-tax returns.
Positive
Seeking Alpha
3 weeks ago
BOXX: SA Quant's Favorite Cash ETF
BOXX, an ultrashort bond ETF, receives the highest Quant rating among 61 similar funds, despite a general Quant bias against ultrashort bonds. The ETF employs a box strategy using FLEX options from the OCC, offers attractive dividends and yield, and has a tax-advantaged structure. Overall, BOXX stands out as a compelling cash-equivalent option, especially for investors seeking T-Bill yield with tax efficiency.
Positive
Seeking Alpha
1 month ago
BOXX: Tax Avoidance At Its Best, A Happy Holder's Story, Reiterate Buy
I reiterate a buy rating on BOXX due to its steady performance amid market volatility and tax efficiency for high-income investors. BOXX closely tracks the SPDR Bloomberg 1-3 Month T-Bill ETF and slightly outperforms it on a total return basis. BOXX's assets under management have surged from $1 billion to $6.1 billion, with low annual expense ratios and increasing trading volume.
Negative
Zacks Investment Research
1 month ago
5 ETFs Scaling New Highs Amid Market Turmoil
A few ETFs are touching new 52-week highs amid the market turmoil.
Neutral
Seeking Alpha
2 months ago
ETFs For A Recession
Tariffs have caused havoc on the market, with double-digit equity drawdowns and sky-high volatility. Lots of investments are tailor-made for these conditions, experiencing either negligible losses, or seeing significant gains, during recessions. There are ETFs tracking these investments. A look into six such ETFs follows.
Positive
ETF Trends
2 months ago
Active ETFs Steal the Show: Topping $1 Trillion Mark
Despite the ETF industry's passive roots, active has stolen the show. Active ETF assets just topped the $1 trillion threshold, making up nearly 10% of the total ETF pie.
Positive
Seeking Alpha
3 months ago
Cash Is King: A Quick Look At 3 Cash ETFs
Federal Reserve rates remain elevated, so cash continues to offer competitive yields. Cash is not created equal, with different cash alternatives providing slightly different results to investors. Some are tax-advantaged too. A quick look at 3 different cash ETFs follows.
Positive
Seeking Alpha
4 months ago
BOXX Vs. MUB: 2 Tax-Advantaged ETFs, 2 Very Different Strategies And Portfolios
Investors looking for tax-advantaged income or returns have generally focused on muni bonds. BOXX is a newer entrant in this space, with a very different strategy, basically synthetic t-bills. BOXX's approach results in much more stable returns, with higher returns in the past.
Neutral
Seeking Alpha
5 months ago
Give Yourself A Tax Cut
Simplify personal finances to balance a volatile professional life; prioritize tax efficiency and simplicity. Maximize tax-advantaged accounts and strategies like IRAs, 401(k)s, 529 plans, PPLI, and QOFs to minimize taxes. Utilize tax-efficient investments like the Alpha Architect 1-3 Month Box ETF (BOXX) for cash allocation and leverage for deductible expenses.
Neutral
Zacks Investment Research
5 months ago
Play Defensive ETFs to Counter Stock Market Slump
Wall Street was in the red on Tuesday as strong economic data dampened chances of near-term Fed rate cuts. Defensive ETFs may help in this scenario.
Charts implemented using Lightweight Charts™