We are live on ! Find out more
BOXX icon

Alpha Architect 1-3 Month Box ETF

371 hedge funds and large institutions have $2.26B invested in Alpha Architect 1-3 Month Box ETF in 2026 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

67% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 99

11% more funds holding

Funds holding: 335371 (+36)

7% more capital invested

Capital invested by funds: $2.12B → $2.26B (+$145M)

1.94% less ownership

Funds ownership: 19.78%17.85% (-1.9%)

2% less funds holding in top 10

Funds holding in top 10: 4847 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.53M

Holders
371
Holders Change
+36
Holders Change %
+10.75%
% of All Funds
4.48%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
0.57%
New
61
Increased
165
Reduced
99
Closed
18
Calls
Puts
$4.53M
Net Calls
-$4.53M
Net Calls Change
-$4.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
251
Condor Capital Management
New Jersey
$781K +$4.79K +41 +0.6%
SFC
252
Strategic Financial Concepts
Texas
$779K +$561K +4,810 +261%
PFA
253
Peak Financial Advisors
Colorado
$766K
SGI
254
Swan Global Investments
Colorado
$761K -$210K -1,800 -22%
TWM
255
Tradition Wealth Management
Minnesota
$759K +$756K +6,479 New
QCA
256
Quantify Chaos Advisors
New York
$755K +$117K +1,000 +18%
DA
257
Detalus Advisors
Missouri
$735K -$1.05K -9 -0.1%
PW
258
Paladin Wealth
Minnesota
$734K +$140K +1,197 +24%
BW
259
Balance Wealth
Ohio
$646K +$277K +2,372 +75%
PAG
260
Private Advisory Group
Washington
$644K -$7.29M -62,428 -92%
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$643K +$259K +2,219 +68%
LC
262
Luminist Capital
Michigan
$632K -$194K -1,663 -23%
4PL
263
46 Peaks LLC
Pennsylvania
$615K +$613K +5,254 New
CPCM
264
Cardinal Point Capital Management
Ontario, Canada
$571K +$30.3K +260 +6%
Raymond James Financial
265
Raymond James Financial
Florida
$569K -$20.8K -178 -4%
RZH
266
Relyea Zuckerberg Hanson
Connecticut
$567K
SOS
267
Silver Oak Securities
Tennessee
$567K +$117K +1,004 +26%
NHC
268
Nicholas Hoffman & Company
Georgia
$563K -$434K -3,721 -44%
SP
269
Sequent Planning
Nebraska
$555K
FAM
270
Formidable Asset Management
Ohio
$553K +$3.85K +33 +0.7%
KWA
271
Kingswood Wealth Advisors
California
$551K +$210K +1,803 +62%
TF
272
TME Financial
California
$547K -$50.3K -431 -8%
Betterment LLC
273
Betterment LLC
New York
$544K -$2.57K -22 -0.5%
FFAS
274
FIG Financial Advisory Services
Oklahoma
$539K +$537K +4,602 New
AWC
275
Adamsbrown Wealth Consultants
Kansas
$529K +$527K +4,515 New

BOXX Hedge Fund Activity: Q2 2026 in Review

371 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q2 2026, worth a combined $2.26B — up 6.8% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BOXX positions and 18 closed out — a net gain of 43 holders — while 165 added to existing stakes and 99 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $34.9M. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $36M.

  • 371 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q2 2026, up from 335 in Q1 2026.
  • Funds reported $2.26B of Alpha Architect 1-3 Month Box ETF stock for Q2 2026, up 6.8% quarter-over-quarter.
  • 61 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q2 2026 and 18 closed out, a net change of +43 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q2 2026 was JP Morgan Chase, an estimated $34.9M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q2 2026 was Ashton Thomas Private Wealth, an estimated $36M sold.

Based on aggregated 13F filings for Q2 2026.