Alpha Architect 1-3 Month Box ETF
BOXX
28 hedge funds and large institutions have $192M invested in Alpha Architect 1-3 Month Box ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,200% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 1
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
65% more funds holding
Funds holding: 17 → 28 (+11)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
27% less capital invested
Capital invested by funds: $264M → $192M (-$71.3M)
61.41% less ownership
Funds ownership: 105.61% → 44.19% (-61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWD
True Wealth Design
Akron,
Ohio
|
+$6.14M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.79M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$3.47M |
| 4 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$2.27M |
| 5 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$319K |
| 2 |
Jane Street
New York
|
-$272K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$265K |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
-$12.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIA
26
World Investment Advisors
Santa Barbara,
California
| $217K | +$216K | +2,094 | New |
|
27
UBS Group
Zurich,
Switzerland
| $128K | +$127K | +1,230 | New |
|
|
PCM
28
Penserra Capital Management
Orinda,
California
| $7K | -$12.4K | -120 | -63% |
|
|
29
Jane Street
New York
| – | -$272K | -2,660 | Closed |
|
BOXX Hedge Fund Activity: Q3 2023 in Review
28 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q3 2023, worth a combined $192M — down 27% from $264M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BOXX positions and 1 closed out — a net gain of 12 holders — while 11 added to existing stakes and 3 trimmed.
The largest buyer was True Wealth Design, adding an estimated $6.14M. The largest seller was Old Mission Capital, cutting an estimated $319K.
- 28 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q3 2023, up from 17 in Q2 2023.
- Funds reported $192M of Alpha Architect 1-3 Month Box ETF stock for Q3 2023, down 27% quarter-over-quarter.
- 13 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q3 2023 and 1 closed out, a net change of +12 holders.
- The largest Alpha Architect 1-3 Month Box ETF buyer in Q3 2023 was True Wealth Design, an estimated $6.14M added.
- The largest Alpha Architect 1-3 Month Box ETF seller in Q3 2023 was Old Mission Capital, an estimated $319K sold.
Based on aggregated 13F filings for Q3 2023.