We are live on ! Find out more
BOXX icon

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
SAM
251
Smartleaf Asset Management
Massachusetts
$183K +$82K +724 +82%
AF
252
Allworth Financial
California
$179K
W
253
WealthCollab
Washington
$158K -$98.3K -868 -38%
MWA
254
Medallion Wealth Advisors
Connecticut
$131K +$6.68K +59 +5%
WIM
255
Westside Investment Management
California
$102K -$11.3K -100 -10%
KPP
256
Kings Path Partners
Texas
$75.1K +$50.1K +442 +204%
LC
257
Luminist Capital
Michigan
$60.6K +$60.3K +532 New
PS
258
Principal Securities
Iowa
$34.2K -$79.3K -700 -70%
HCM
259
Hollencrest Capital Management
California
$33.8K +$33.6K +297 New
AssetMark Inc
260
AssetMark Inc
California
$23K
AWM
261
AE Wealth Management
Kansas
$17.6K -$3.06K -27 -15%
HBW
262
Hazlett, Burt & Watson
West Virginia
$16K
JWM
263
JPL Wealth Management
Colorado
$4.1K +$4.08K +36 New
S
264
SignatureFD
Georgia
$3.42K
IA
265
IFG Advisors
Missouri
-$7.41M -65,760 Closed
SC
266
Stephens Consulting
Michigan
-$4.55M -40,380 Closed
Creative Planning
267
Creative Planning
Kansas
-$2.52M -22,389 Closed
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
-$1.12M -9,911 Closed
IAN
269
Integrated Advisors Network
Texas
-$1.01M -9,000 Closed
HF
270
HRT Financial
New York
-$757K -6,726 Closed
OMC
271
Old Mission Capital
Illinois
-$512K -4,545 Closed
WA
272
Waverly Advisors
Alabama
-$348K -3,092 Closed
First Trust Advisors
273
First Trust Advisors
Illinois
-$227K -2,018 Closed
FA
274
Financial Alternatives
California
-$214K -1,896 Closed
BIG
275
Brooklyn Investment Group
New York
-$23.8K -211 Closed

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.