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Alpha Architect 1-3 Month Box ETF

243 hedge funds and large institutions have $1.31B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

47% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 72

31% more funds holding in top 10

Funds holding in top 10: 2634 (+8)

8% more funds holding

Funds holding: 226243 (+17)

4.72% less ownership

Funds ownership: 24.09%19.38% (-4.7%)

5% less capital invested

Capital invested by funds: $1.38B → $1.31B (-$70.3M)

Holders
243
Holders Change
+17
Holders Change %
+7.52%
% of All Funds
3.2%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.45%
New
33
Increased
106
Reduced
72
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
226
Kingswood Wealth Advisors
California
$201K +$200K +1,782 New
Raymond James Financial
227
Raymond James Financial
Florida
$193K -$122K -1,092 -39%
APW
228
Atlantic Private Wealth
North Carolina
$181K +$43K +384 +31%
AF
229
Allworth Financial
California
$177K +$112K +1,000 +174%
AAS
230
Ameritas Advisory Services
Nebraska
$153K +$152K +1,360 New
MWA
231
Medallion Wealth Advisors
Connecticut
$123K -$9.75K -87 -7%
WIM
232
Westside Investment Management
California
$113K -$22.4K -200 -17%
PS
233
Principal Securities
Iowa
$113K
SAM
234
Smartleaf Asset Management
Massachusetts
$100K +$70.2K +626 +239%
CPG
235
Cornerstone Planning Group
New Jersey
$55.6K +$35K +312 +173%
KPP
236
Kings Path Partners
Texas
$24.5K
BIG
237
Brooklyn Investment Group
New York
$23.8K +$23.6K +211 New
AssetMark Inc
238
AssetMark Inc
California
$22.8K +$8.41K +75 +59%
Wells Fargo
239
Wells Fargo
California
$20.7K +$20.6K +184 New
AWM
240
AE Wealth Management
Kansas
$20.5K
HBW
241
Hazlett, Burt & Watson
West Virginia
$16K
WFA
242
Wells Financial Advisors
Massachusetts
$3.72K
S
243
SignatureFD
Georgia
$3.38K
Renaissance Technologies
244
Renaissance Technologies
New York
-$115M -1,028,500 Closed
MG
245
Marex Group
-$4.99M -44,800 Closed
VCM
246
Virtue Capital Management
Tennessee
-$3.7M -33,162 Closed
RWP
247
Revolve Wealth Partners
New Jersey
-$1.24M -11,090 Closed
UBS Group
248
UBS Group
Switzerland
-$917K -8,227 Closed
RWP
249
Ridgecrest Wealth Partners
California
-$401K -3,597 Closed
Corient Private Wealth
250
Corient Private Wealth
Florida
-$295K -2,650 Closed

BOXX Hedge Fund Activity: Q2 2025 in Review

243 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q2 2025, worth a combined $1.31B — down 5.1% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BOXX positions and 13 closed out — a net gain of 20 holders — while 106 added to existing stakes and 72 trimmed.

The largest buyer was Titleist Asset Management, opening a new position worth an estimated $23.2M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $115M sold.

  • 243 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q2 2025, up from 226 in Q1 2025.
  • Funds reported $1.31B of Alpha Architect 1-3 Month Box ETF stock for Q2 2025, down 5.1% quarter-over-quarter.
  • 33 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q2 2025 and 13 closed out, a net change of +20 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q2 2025 was Titleist Asset Management, an estimated $23.2M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q2 2025 was Renaissance Technologies, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2025.