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Alpha Architect 1-3 Month Box ETF

264 hedge funds and large institutions have $1.44B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 126 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

85% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 68

10% more capital invested

Capital invested by funds: $1.31B → $1.44B (+$134M)

9% more funds holding

Funds holding: 243264 (+21)

1.59% less ownership

Funds ownership: 19.38%17.78% (-1.6%)

18% less funds holding in top 10

Funds holding in top 10: 3428 (-6)

Holders
264
Holders Change
+21
Holders Change %
+8.64%
% of All Funds
3.47%
Holding in Top 10
28
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.65%
% of All Funds
0.37%
New
38
Increased
126
Reduced
68
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
226
Goldman Sachs
New York
$319K
IA
227
IFP Advisors
Florida
$305K
KF
228
KKM Financial
Illinois
$303K -$534K -4,714 -64%
PSCM
229
Per Stirling Capital Management
Texas
$299K
RZH
230
Relyea Zuckerberg Hanson
Connecticut
$299K +$297K +2,626 New
PW
231
Paladin Wealth
Minnesota
$298K +$56.2K +496 +23%
SWM
232
SeaCrest Wealth Management
New York
$296K
APA
233
Astoria Portfolio Advisors
New York
$285K +$283K +2,500 New
LFG
234
Larson Financial Group
Missouri
$285K -$92.9K -820 -25%
MA
235
MKT Advisors
California
$284K -$49.5K -437 -15%
TFA
236
Teamwork Financial Advisors
Texas
$270K -$248K -2,190 -48%
OWM
237
OneAscent Wealth Management
Alabama
$266K +$265K +2,339 New
AFG
238
Atomi Financial Group
New York
$265K +$13.9K +123 +6%
SWA
239
Stratos Wealth Advisors
Ohio
$263K +$22.3K +197 +9%
PAG
240
Private Advisory Group
Washington
$255K -$3.41M -30,142 -93%
XPN
241
XY Planning Network
Montana
$254K
HKIMG
242
Hutchens & Kramer Investment Management Group
Indiana
$251K -$17.4K -154 -7%
HFAS
243
Hummer Financial Advisory Services
Illinois
$250K
PGF
244
Plan Group Financial
Oklahoma
$246K +$245K +2,161 New
LEFP
245
Leading Edge Financial Planning
Tennessee
$243K +$242K +2,138 New
BCM
246
BluePath Capital Management
Georgia
$230K +$229K +2,019 New
RWPA
247
Richard W. Paul & Associates
Michigan
$222K
PWA
248
Physician Wealth Advisors
Utah
$218K
Bank of America
249
Bank of America
North Carolina
$216K
APW
250
Atlantic Private Wealth
North Carolina
$204K +$21.3K +188 +12%

BOXX Hedge Fund Activity: Q3 2025 in Review

264 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q3 2025, worth a combined $1.44B — up 10% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BOXX positions and 13 closed out — a net gain of 25 holders — while 126 added to existing stakes and 68 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $23.1M. The largest seller was Empowered Funds, cutting an estimated $24.4M.

  • 264 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q3 2025, up from 243 in Q2 2025.
  • Funds reported $1.44B of Alpha Architect 1-3 Month Box ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 38 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q3 2025 and 13 closed out, a net change of +25 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q3 2025 was HighTower Advisors, an estimated $23.1M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q3 2025 was Empowered Funds, an estimated $24.4M sold.

Based on aggregated 13F filings for Q3 2025.