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Alpha Architect 1-3 Month Box ETF
BOXX

Overview Fund Activity

107 hedge funds and large institutions have $589M invested in Alpha Architect 1-3 Month Box ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+66
Holders Change %
+160.98%
% of All Funds
1.55%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
72
Increased
26
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$53.2M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$37.3M
3
ACM
ADAR1 Capital Management
Texas
$33.9M
4
FS
Ferguson Shapiro
Georgia
$30M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$28M

Top Sellers

1
ACM
Altium Capital Management
New York
$0
2
HighTower Advisors
HighTower Advisors
Illinois
$2.48M
3
SWM
Seed Wealth Management
Illinois
$2.07M
4
AWM
AE Wealth Management
Kansas
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VFG
26
Valley Financial Group
Pennsylvania
$2.52M +$1.28M +12,052 +103%
HighTower Advisors
27
HighTower Advisors
Illinois
$2.48M -$5.27M -49,513 -68%
HIGP
28
Hill Investment Group Partners
Missouri
$2.34M +$2.14M +20,107 +1,054%
BFG
29
Beacon Financial Group
Texas
$2.33M +$2.33M +21,912 New
WIA
30
World Investment Advisors
California
$2.29M +$1.64M +15,396 +252%
EF
31
Empirical Finance
Pennsylvania
$2.23M -$260K -2,441 -10%
IWM
32
IHT Wealth Management
Illinois
$2.12M +$2.12M +19,943 New
WP
33
WealthPLAN Partners
Nebraska
$2.08M +$130K +1,221 +7%
SWM
34
Seed Wealth Management
Illinois
$2.07M -$579K -5,440 -22%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.01M +$2.01M +18,919 New
IWP
36
Innova Wealth Partners
Pennsylvania
$1.95M +$1.95M +18,313 New
ECP
37
Epacria Capital Partners
Colorado
$1.92M +$1.13M +10,588 +142%
BWM
38
BlackDiamond Wealth Management
New York
$1.8M +$9.16K +86 +0.5%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.8M +$798K +7,501 +80%
Wolverine Trading
40
Wolverine Trading
Illinois
$1.71M +$1.09M +10,284 +177%
MWA
41
Moser Wealth Advisors
Washington
$1.71M +$1.71M +16,025 New
CIM
42
Cambria Investment Management
California
$1.59M -$27.8K -261 -2%
TIM
43
Tortoise Investment Management
New York
$1.52M +$1.52M +14,250 New
SQA
44
Simon Quick Advisors
New Jersey
$1.39M +$1.39M +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 +$1.2M +11,240 New
Osaic Holdings
48
Osaic Holdings
Arizona
$1.13M +$142K +1,337 +14%
LPL Financial
49
LPL Financial
California
$1.08M +$1.08M +10,103 New
QHA
50
Quarry Hill Advisors
Minnesota
$1.07M +$1.07M +10,046 New
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