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Alpha Architect 1-3 Month Box ETF

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: 2839 (+11)

28% more capital invested

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

12% more funds holding

Funds holding: 264296 (+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
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