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Alpha Architect 1-3 Month Box ETF

243 hedge funds and large institutions have $1.31B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

47% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 72

31% more funds holding in top 10

Funds holding in top 10: 2634 (+8)

8% more funds holding

Funds holding: 226243 (+17)

4.72% less ownership

Funds ownership: 24.09%19.38% (-4.7%)

5% less capital invested

Capital invested by funds: $1.38B → $1.31B (-$70.3M)

Holders
243
Holders Change
+17
Holders Change %
+7.52%
% of All Funds
3.2%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.45%
New
33
Increased
106
Reduced
72
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$10.3M +$3.48M +31,079 +51%
FS
27
Ferguson Shapiro
Georgia
$9.44M -$214K -1,906 -2%
PIA
28
Pinion Investment Advisors
Kansas
$9.42M -$7.39M -65,975 -44%
WCG
29
Weaver Consulting Group
California
$9.2M +$240K +2,145 +3%
AL
30
ACAS LLC
California
$9.02M +$1.29M +11,502 +17%
FIS
31
Fischer Investment Strategies
California
$8.72M +$8.67M +77,393 New
ACG
32
Allen Capital Group
Nebraska
$8M +$232K +2,072 +3%
NL
33
NWAM LLC
Washington
$8M +$2.18M +19,489 +38%
IWP
34
Innova Wealth Partners
Pennsylvania
$7.58M +$483K +4,305 +7%
KWM
35
Kingsview Wealth Management
Oregon
$7.47M +$1.61M +14,399 +28%
IA
36
IFG Advisors
Missouri
$7.41M +$161K +1,433 +2%
MML Investors Services
37
MML Investors Services
Massachusetts
$7.35M -$2.19M -19,503 -23%
MA
38
Mutual Advisors
Nebraska
$7.1M +$1.19M +10,595 +20%
AQR Capital Management
39
AQR Capital Management
Connecticut
$7.03M +$355K +3,167 +5%
KCM
40
Kathmere Capital Management
Pennsylvania
$6.81M -$530K -4,728 -7%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$6.63M -$13.8M -123,060 -68%
SS
42
Sunbelt Securities
Texas
$6.51M -$5.85M -52,150 -47%
DADC
43
D.A. Davidson & Co
Montana
$6.5M +$827K +7,380 +15%
AWM
44
Avondale Wealth Management
Texas
$6.49M +$1.87M +16,703 +41%
ECP
45
Epacria Capital Partners
Colorado
$6.4M +$533K +4,757 +9%
NWM
46
Napa Wealth Management
California
$6.37M +$3.22M +28,748 +103%
NFG
47
Norris Financial Group
South Carolina
$6.3M +$968K +8,637 +18%
JAG
48
Journey Advisory Group
Kentucky
$6.1M -$43.7K -390 -0.7%
HighTower Advisors
49
HighTower Advisors
Illinois
$5.99M +$210K +1,875 +4%
IWC
50
Integrated Wealth Concepts
Massachusetts
$5.6M +$172K +1,532 +3%

BOXX Hedge Fund Activity: Q2 2025 in Review

243 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q2 2025, worth a combined $1.31B — down 5.1% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BOXX positions and 13 closed out — a net gain of 20 holders — while 106 added to existing stakes and 72 trimmed.

The largest buyer was Titleist Asset Management, opening a new position worth an estimated $23.2M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $115M sold.

  • 243 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q2 2025, up from 226 in Q1 2025.
  • Funds reported $1.31B of Alpha Architect 1-3 Month Box ETF stock for Q2 2025, down 5.1% quarter-over-quarter.
  • 33 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q2 2025 and 13 closed out, a net change of +20 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q2 2025 was Titleist Asset Management, an estimated $23.2M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q2 2025 was Renaissance Technologies, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2025.