BOXX icon

Alpha Architect 1-3 Month Box ETF

239 hedge funds and large institutions have $1.29B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+17
Holders Change %
+7.66%
% of All Funds
3.21%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.44%
New
33
Increased
103
Reduced
71
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
226
Allworth Financial
California
$177K +$113K +1,000 +174%
AAS
227
Ameritas Advisory Services
Nebraska
$153K +$153K +1,360 New
WIM
228
Westside Investment Management
California
$113K -$22.5K -200 -17%
PS
229
Principal Securities
Iowa
$113K
SAM
230
Smartleaf Asset Management
Massachusetts
$100K +$70.5K +626 +239%
CPG
231
Cornerstone Planning Group
New Jersey
$55.7K +$35.3K +312 +173%
KPP
232
Kings Path Partners
Texas
$24.5K
BIG
233
Brooklyn Investment Group
New York
$23.8K +$23.8K +211 New
AssetMark Inc
234
AssetMark Inc
California
$22.8K +$8.45K +75 +59%
Wells Fargo
235
Wells Fargo
California
$20.7K +$20.7K +184 New
AWM
236
AE Wealth Management
Kansas
$20.5K
HBW
237
Hazlett, Burt & Watson
West Virginia
$16K
WFA
238
Wells Financial Advisors
Massachusetts
$3.72K
S
239
SignatureFD
Georgia
$3.38K
Renaissance Technologies
240
Renaissance Technologies
New York
-$115M -1,028,500 Closed
VCM
241
Virtue Capital Management
Tennessee
-$3.7M -33,162 Closed
RWP
242
Revolve Wealth Partners
New Jersey
-$1.24M -11,090 Closed
UBS Group
243
UBS Group
Switzerland
-$917K -8,227 Closed
RWP
244
Ridgecrest Wealth Partners
California
-$401K -3,597 Closed
Corient Private Wealth
245
Corient Private Wealth
Florida
-$295K -2,650 Closed
AWS
246
Atria Wealth Solutions
New York
-$249K -2,235 Closed
AWM
247
Apollon Wealth Management
South Carolina
-$219K -1,967 Closed
TC
248
TownSquare Capital
Utah
-$214K -1,915 Closed
NPI
249
New Perspectives Inc
Mississippi
-$201K -1,800 Closed
MFS
250
Mattson Financial Services
Michigan
-$9.25K -83 Closed