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Alpha Architect 1-3 Month Box ETF
BOXX

296 hedge funds and large institutions have $1.84B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

56% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 84

39% more funds holding in top 10

Funds holding in top 10: 28 → 39 (+11)

28% more capital invested

Capital invested by funds: $1.44B → $1.84B (+$399M)

12% more funds holding

Funds holding: 264 → 296 (+32)

2.07% more ownership

Funds ownership: 17.78% → 19.85% (+2.1%)

Holders
296
Holders Change
+32
Holders Change %
+12.12%
% of All Funds
3.6%
Holding in Top 10
39
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+39.29%
% of All Funds
0.47%
New
55
Increased
131
Reduced
84
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$74.8M
2
CG
Cynosure Group
Utah
+$35.2M
3
BW
BXM Wealth
Colorado
+$32.9M
4
JG
Jain Global
New York
+$20.8M
5
PPC
Pennington Partners & Co
Maryland
+$19.4M

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
-$6.39M
2
KCM
Kathmere Capital Management
Pennsylvania
-$5.98M
3
GA
GoalVest Advisory
New York
-$4.74M
4
FIS
Fischer Investment Strategies
California
-$4.25M
5
AAS
Ameritas Advisory Services
Nebraska
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
XPN
251
XY Planning Network
Montana
$324K +$63.7K +557 +25%
Goldman Sachs
252
Goldman Sachs
New York
$322K – – –
IA
253
IFP Advisors
Florida
$309K – – –
PSCM
254
Per Stirling Capital Management
Texas
$303K – – –
QPWM
255
Quadrant Private Wealth Management
Pennsylvania
$301K +$299K +2,616 New
SWM
256
SeaCrest Wealth Management
New York
$299K – – –
HAM
257
Harmony Asset Management
Arizona
$291K -$36.6K -320 -11%
APA
258
Astoria Portfolio Advisors
New York
$289K – – –
KWA
259
Kingswood Wealth Advisors
California
$288K -$249K -2,173 -46%
MA
260
MKT Advisors
California
$287K – – –
MG
261
Mather Group
Illinois
$276K +$274K +2,394 New
SWA
262
Stratos Wealth Advisors
Ohio
$265K -$686 -6 -0.3%
Mercer Global Advisors
263
Mercer Global Advisors
Colorado
$258K +$256K +2,239 New
HFAS
264
Hummer Financial Advisory Services
Illinois
$253K – – –
BFA
265
Brown Financial Advisors
Ohio
$243K +$241K +2,110 New
RWP
266
Revolve Wealth Partners
New Jersey
$233K +$231K +2,020 New
HKIMG
267
Hutchens & Kramer Investment Management Group
Indiana
$230K -$23.6K -206 -9%
TC
268
T3 Companies
New York
$230K +$229K +2,000 New
APW
269
Atlantic Private Wealth
North Carolina
$228K +$21.5K +188 +10%
RWPA
270
Richard W. Paul & Associates
Michigan
$224K – – –
PWA
271
Physician Wealth Advisors
Utah
$220K -$801 -7 -0.4%
EFH
272
Eaton Financial Holdings
Florida
$219K +$217K +1,900 New
BCA
273
Bayshore Capital Advisors
Florida
$218K +$216K +1,891 New
AWM
274
Accurate Wealth Management
Florida
$209K -$505K -4,415 -71%
BM
275
Berman McAleer
Maryland
$205K +$204K +1,780 New
9 10
11
12 13

BOXX Hedge Fund Activity: Q4 2025 in Review

296 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q4 2025, worth a combined $1.84B — up 28% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BOXX positions and 20 closed out — a net gain of 35 holders — while 131 added to existing stakes and 84 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $74.8M. The largest seller was Integrated Wealth Concepts, cutting an estimated $6.39M.

  • 296 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q4 2025, up from 264 in Q3 2025.
  • Funds reported $1.84B of Alpha Architect 1-3 Month Box ETF stock for Q4 2025, up 28% quarter-over-quarter.
  • 55 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q4 2025 and 20 closed out, a net change of +35 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $74.8M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $6.39M sold.

Based on aggregated 13F filings for Q4 2025.