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Alpha Architect 1-3 Month Box ETF
BOXX

109 hedge funds and large institutions have $590M invested in Alpha Architect 1-3 Month Box ETF in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,117% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 6

286% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 7

160% more funds holding

Funds holding: 42 → 109 (+67)

122% more capital invested

Capital invested by funds: $266M → $590M (+$324M)

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

8.9% less ownership

Funds ownership: 38.83% → 29.94% (-8.9%)

Holders
109
Holders Change
+67
Holders Change %
+159.52%
% of All Funds
1.57%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
73
Increased
27
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$52.9M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$37M
3
ACM
ADAR1 Capital Management
Texas
+$33.7M
4
FS
Ferguson Shapiro
Georgia
+$29.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$25.9M

Top Sellers

Rank Fund Capital Flow
1
ACM
Altium Capital Management
New York
-$9.75M
2
HighTower Advisors
HighTower Advisors
Illinois
-$5.24M
3
SWM
Seed Wealth Management
Illinois
-$576K
4
AWM
AE Wealth Management
Kansas
-$552K
5
Jane Street
Jane Street
New York
-$536K
Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
26
Valley Financial Group
Pennsylvania
$2.52M +$1.27M +12,052 +103%
HighTower Advisors
27
HighTower Advisors
Illinois
$2.48M -$5.24M -49,513 -68%
HIGP
28
Hill Investment Group Partners
Missouri
$2.34M +$2.13M +20,107 +1,054%
BFG
29
Beacon Financial Group
Texas
$2.33M +$2.32M +21,912 New
WIA
30
World Investment Advisors
California
$2.29M +$1.63M +15,396 +252%
EF
31
Empirical Finance
Pennsylvania
$2.23M -$258K -2,441 -10%
IWM
32
IHT Wealth Management
Illinois
$2.12M +$2.11M +19,943 New
WP
33
WealthPLAN Partners
Nebraska
$2.08M +$129K +1,221 +7%
SWM
34
Seed Wealth Management
Illinois
$2.07M -$576K -5,440 -22%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.01M +$2M +18,919 New
IWP
36
Innova Wealth Partners
Pennsylvania
$1.95M +$1.94M +18,313 New
ECP
37
Epacria Capital Partners
Colorado
$1.92M +$1.12M +10,588 +142%
BWM
38
BlackDiamond Wealth Management
New York
$1.8M +$9.1K +86 +0.5%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.79M +$794K +7,501 +80%
Wolverine Trading
40
Wolverine Trading
Illinois
$1.71M +$1.09M +10,284 +177%
MWA
41
Moser Wealth Advisors
Washington
$1.71M +$1.7M +16,025 New
CIM
42
Cambria Investment Management
California
$1.59M -$27.6K -261 -2%
TIM
43
Tortoise Investment Management
New York
$1.52M +$1.51M +14,250 New
SQA
44
Simon Quick Advisors
New Jersey
$1.39M +$1.38M +13,037 New
AI
45
Atria Investments
North Carolina
$1.37M +$1.37M +12,912 New
WDL
46
Well Done LLC
Michigan
$1.28M +$1.28M +12,065 New
PAG
47
Private Advisor Group
New Jersey
$1.2M +$1.19M +11,240 New
Osaic Holdings
48
Osaic Holdings
Arizona
$1.13M +$141K +1,337 +14%
LPL Financial
49
LPL Financial
California
$1.08M +$1.07M +10,103 New
QHA
50
Quarry Hill Advisors
Minnesota
$1.07M +$1.06M +10,046 New
1
2
3 4 5

BOXX Hedge Fund Activity: Q1 2024 in Review

109 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q1 2024, worth a combined $590M — up 122% from $266M a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BOXX positions and 6 closed out — a net gain of 67 holders — while 27 added to existing stakes and 7 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $52.9M. The largest seller was Altium Capital Management, exiting entirely with an estimated $9.75M sold.

  • 109 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q1 2024, up from 42 in Q4 2023.
  • Funds reported $590M of Alpha Architect 1-3 Month Box ETF stock for Q1 2024, up 122% quarter-over-quarter.
  • 73 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q1 2024 and 6 closed out, a net change of +67 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q1 2024 was Renaissance Technologies, an estimated $52.9M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q1 2024 was Altium Capital Management, an estimated $9.75M sold.

Based on aggregated 13F filings for Q1 2024.