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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
TFCP
276
Twin Focus Capital Partners
Massachusetts
$506K -$505K -4,326 -50%
Lido Advisors
277
Lido Advisors
California
$504K +$502K +4,302 New
MWA
278
Motive Wealth Advisors
Michigan
$502K +$500K +4,285 New
TFM
279
Trademark Financial Management
Minnesota
$498K +$496K +4,251 New
SW
280
SteelPeak Wealth
California
$496K +$40K +343 +9%
CIAS
281
CFS Investment Advisory Services
New Jersey
$491K
EP
282
E6 Portfolios
Utah
$485K -$41K -351 -8%
AWP
283
Abacus Wealth Partners
California
$480K +$478K +4,099 New
HIC
284
Hamrick Investment Counsel
Washington
$473K +$472K +4,042 New
MW
285
Marble Wealth
Alabama
$465K +$254K +2,175 +121%
AFG
286
Atomi Financial Group
New York
$458K +$22.3K +191 +5%
5NPW
287
55 North Private Wealth
Florida
$455K -$215K -1,840 -32%
FCG
288
Fielder Capital Group
Tennessee
$451K -$101K -864 -18%
Truist Financial
289
Truist Financial
North Carolina
$442K -$36.5K -313 -8%
FFM
290
Forum Financial Management
Illinois
$442K
RAG
291
RIA Advisory Group
Iowa
$442K -$308K -2,639 -41%
BAG
292
Bauman Advisory Group
Nevada
$440K +$439K +3,758 New
BW
293
BIP Wealth
Georgia
$438K +$15.5K +133 +4%
CCP
294
Cushing Capital Partners
Wisconsin
$438K +$436K +3,738 New
LKBC
295
L.K. Benson & Company
Maryland
$425K +$2.68K +23 +0.6%
CIA
296
Concurrent Investment Advisors
Florida
$415K -$646K -5,534 -61%
KF
297
KKM Financial
Illinois
$412K +$52.9K +453 +15%
CWM
298
Copia Wealth Management
Oregon
$391K +$179K +1,538 +85%
LC
299
Lavaca Capital
Texas
$390K -$10K -86 -3%
KF
300
Krilogy Financial
Missouri
$385K +$384K +3,291 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.