Alpha Architect 1-3 Month Box ETF
BOXX
42 hedge funds and large institutions have $266M invested in Alpha Architect 1-3 Month Box ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 2 closing their positions.
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
300% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 5
50% more funds holding
Funds holding: 28 → 42 (+14)
38% more capital invested
Capital invested by funds: $192M → $266M (+$73.8M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
5.36% less ownership
Funds ownership: 44.19% → 38.83% (-5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWD
True Wealth Design
Akron,
Ohio
|
+$15.6M |
| 2 |
ACM
Altium Capital Management
New York
|
+$9.68M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$7.34M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$6.34M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VT
Vise Technologies
New York
|
-$754K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$581K |
| 3 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
-$151K |
| 4 |
BWM
BlackDiamond Wealth Management
New York
|
-$62.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$49.3K |
BOXX Hedge Fund Activity: Q4 2023 in Review
42 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q4 2023, worth a combined $266M — up 38% from $192M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BOXX positions and 2 closed out — a net gain of 14 holders — while 20 added to existing stakes and 5 trimmed.
The largest buyer was True Wealth Design, adding an estimated $15.6M. The largest seller was Vise Technologies, exiting entirely with an estimated $754K sold.
- 42 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q4 2023, up from 28 in Q3 2023.
- Funds reported $266M of Alpha Architect 1-3 Month Box ETF stock for Q4 2023, up 38% quarter-over-quarter.
- 16 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q4 2023 and 2 closed out, a net change of +14 holders.
- The largest Alpha Architect 1-3 Month Box ETF buyer in Q4 2023 was True Wealth Design, an estimated $15.6M added.
- The largest Alpha Architect 1-3 Month Box ETF seller in Q4 2023 was Vise Technologies, an estimated $754K sold.
Based on aggregated 13F filings for Q4 2023.