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Alpha Architect 1-3 Month Box ETF

154 hedge funds and large institutions have $968M invested in Alpha Architect 1-3 Month Box ETF in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 72 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+47
Holders Change %
+43.93%
% of All Funds
2.24%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
53
Increased
72
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFIM
26
Client First Investment Management
Wisconsin
$6.5M -$3.01M -27,939 -32%
IWC
27
Integrated Wealth Concepts
Massachusetts
$6.21M +$719K +6,670 +13%
DFCM
28
Dark Forest Capital Management
Puerto Rico
$5.8M +$5.8M +53,833 New
Wolverine Trading
29
Wolverine Trading
Illinois
$5.46M +$3.72M +34,522 +215%
SS
30
Sunbelt Securities
Texas
$5.07M +$5.07M +47,000 New
QHA
31
Quarry Hill Advisors
Minnesota
$5.05M +$3.97M +36,781 +366%
CFS
32
Commonwealth Financial Services
West Virginia
$5.04M +$605K +5,601 +14%
Mariner
33
Mariner
Kansas
$4.67M +$3.9M +36,195 +511%
Truist Financial
34
Truist Financial
North Carolina
$4.58M +$1.17M +10,879 +34%
ACG
35
Allen Capital Group
Nebraska
$4.55M +$3.62M +33,567 +388%
WCG
36
Weaver Consulting Group
California
$4.34M +$4.34M +40,210 New
AQR Capital Management
37
AQR Capital Management
Connecticut
$4.25M +$3.55M +32,881 +505%
IWM
38
IHT Wealth Management
Illinois
$4.21M +$2.06M +19,089 +96%
DADC
39
D.A. Davidson & Co
Montana
$4.07M +$664K +6,160 +19%
TIM
40
Tortoise Investment Management
New York
$3.8M +$2.26M +21,006 +147%
AP
41
Aspect Partners
Virginia
$3.79M -$599K -5,559 -14%
AWA
42
Amplius Wealth Advisors
Pennsylvania
$3.76M +$3.76M +34,830 New
IA
43
IFG Advisors
Missouri
$3.67M +$3.67M +34,021 New
JSW
44
Journey Strategic Wealth
New Jersey
$3.52M +$2.6M +24,069 +279%
ECP
45
Epacria Capital Partners
Colorado
$3.48M +$1.53M +14,235 +79%
WDL
46
Well Done LLC
Michigan
$3.44M +$2.14M +19,816 +164%
IWP
47
Innova Wealth Partners
Pennsylvania
$3.4M +$1.43M +13,241 +72%
HighTower Advisors
48
HighTower Advisors
Illinois
$3.37M +$863K +8,004 +34%
WP
49
WealthPLAN Partners
Nebraska
$3.18M +$1.07M +9,947 +51%
SC
50
Stephens Consulting
Michigan
$2.94M +$252K +2,335 +9%