Alpha Architect 1-3 Month Box ETF
BOXX
211 hedge funds and large institutions have $1.23B invested in Alpha Architect 1-3 Month Box ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 43 reducing their positions, and 14 closing their positions.
279% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 14
95% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 43
29% more funds holding in top 10
Funds holding in top 10: 17 → 22 (+5)
23% more funds holding
Funds holding: 172 → 211 (+39)
14% more capital invested
Capital invested by funds: $1.08B → $1.23B (+$150M)
0.28% more ownership
Funds ownership: 27.01% → 27.29% (+0.28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$43.3M |
| 2 |
Rockefeller Capital Management
New York
|
+$17.3M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$9.57M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$8.93M |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$8.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
LGL Partners
Philadelphia,
Pennsylvania
|
-$27.8M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$27.1M |
| 3 |
Jane Street
New York
|
-$15M |
| 4 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$9.3M |
| 5 |
MG
Marex Group
London,
|
-$9.25M |
BOXX Hedge Fund Activity: Q4 2024 in Review
211 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q4 2024, worth a combined $1.23B — up 14% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new BOXX positions and 14 closed out — a net gain of 39 holders — while 84 added to existing stakes and 43 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $43.3M. The largest seller was LGL Partners, cutting an estimated $27.8M.
- 211 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q4 2024, up from 172 in Q3 2024.
- Funds reported $1.23B of Alpha Architect 1-3 Month Box ETF stock for Q4 2024, up 14% quarter-over-quarter.
- 53 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q4 2024 and 14 closed out, a net change of +39 holders.
- The largest Alpha Architect 1-3 Month Box ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $43.3M added.
- The largest Alpha Architect 1-3 Month Box ETF seller in Q4 2024 was LGL Partners, an estimated $27.8M sold.
Based on aggregated 13F filings for Q4 2024.