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Alpha Architect 1-3 Month Box ETF

169 hedge funds and large institutions have $1.06B invested in Alpha Architect 1-3 Month Box ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+15
Holders Change %
+9.74%
% of All Funds
2.45%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
32
Increased
76
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OMC
26
Old Mission Capital
Illinois
$7.68M +$7.68M +70,496 New
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$6.94M +$347K +3,189 +5%
MML Investors Services
28
MML Investors Services
Massachusetts
$6.7M -$940K -8,628 -12%
PIA
29
Pinion Investment Advisors
Kansas
$5.99M +$4.89M +44,864 +444%
IWC
30
Integrated Wealth Concepts
Massachusetts
$5.81M -$469K -4,304 -7%
WCG
31
Weaver Consulting Group
California
$5.61M +$1.23M +11,250 +28%
Wolverine Trading
32
Wolverine Trading
Illinois
$5.56M +$49.2K +452 +0.9%
SS
33
Sunbelt Securities
Texas
$5.12M
AQR Capital Management
34
AQR Capital Management
Connecticut
$4.93M +$635K +5,831 +15%
HighTower Advisors
35
HighTower Advisors
Illinois
$4.76M +$1.35M +12,432 +40%
Truist Financial
36
Truist Financial
North Carolina
$4.74M +$116K +1,067 +3%
DADC
37
D.A. Davidson & Co
Montana
$4.51M +$392K +3,600 +10%
TWM
38
TCFG Wealth Management
California
$4.47M +$4.47M +41,006 New
CFIM
39
Client First Investment Management
Wisconsin
$4.41M -$2.15M -19,754 -33%
ACG
40
Allen Capital Group
Nebraska
$4.41M -$190K -1,741 -4%
CFS
41
Commonwealth Financial Services
West Virginia
$4.38M -$711K -6,523 -14%
JSW
42
Journey Strategic Wealth
New Jersey
$4.22M +$657K +6,035 +18%
QHA
43
Quarry Hill Advisors
Minnesota
$4.12M -$980K -8,995 -19%
AP
44
Aspect Partners
Virginia
$3.94M +$107K +986 +3%
WIM
45
WealthPlan Investment Management
Nebraska
$3.9M +$3.9M +35,810 New
SCA
46
Sippican Capital Advisors
Massachusetts
$3.77M +$3.77M +34,609 New
GPW
47
Gentry Private Wealth
Kansas
$3.75M +$2.88M +26,479 +333%
IA
48
IFG Advisors
Missouri
$3.72M +$9.91K +91 +0.3%
WIA
49
World Investment Advisors
California
$3.64M +$584K +5,121 +19%
ECP
50
Epacria Capital Partners
Colorado
$3.62M +$102K +940 +3%