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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
AF
351
Allworth Financial
California
$149K -$43.8K -375 -23%
AWM
352
AE Wealth Management
Kansas
$136K -$28.6K -245 -17%
CPG
353
Cornerstone Planning Group
New Jersey
$129K -$4.55K -39 -3%
SAM
354
Smartleaf Asset Management
Massachusetts
$128K
MWA
355
Medallion Wealth Advisors
Connecticut
$126K +$5.37K +46 +4%
PWA
356
Physician Wealth Advisors
Utah
$117K
BlackRock
357
BlackRock
New York
$113K +$59.9K +513 +114%
RWPA
358
Richard W. Paul & Associates
Michigan
$111K -$68.9K -590 -38%
HBW
359
Hazlett, Burt & Watson
West Virginia
$94K -$10.5K -90 -10%
PWPS
360
Pinnacle Wealth Planning Services
Ohio
$63.5K
GSEP
361
Golden State Equity Partners
California
$46.8K -$1.95M -16,725 -98%
T
362
Tidemark
California
$46.3K +$46.1K +395 New
TRCT
363
Tower Research Capital (TRC)
New York
$31.3K +$31.2K +267 New
FDCDDQ
364
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.7K
HCM
365
Hollencrest Capital Management
California
$29.6K
SC
366
SouthState Corp
Florida
$18.9K +$18.8K +161 New
AssetMark Inc
367
AssetMark Inc
California
$17.8K
Wells Fargo
368
Wells Fargo
California
$4.92K
S
369
SignatureFD
Georgia
$3.51K
GJIA
370
Glass Jacobson Investment Advisors
Maryland
$1.41K
KFP
371
Kerr Financial Planning
California
$235 -$117 -1 -33%
AF
372
Aviso Financial
Ontario, Canada
-$25.8M -222,229 Closed
CG
373
Cynosure Group
Utah
-$25.8M -222,141 Closed
PAG
374
Private Advisor Group
New Jersey
-$18.3M -157,190 Closed
AI
375
AdvisorShares Investments
Maryland
-$8.14M -70,000 Closed

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.