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Alpha Architect 1-3 Month Box ETF

264 hedge funds and large institutions have $1.44B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 126 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

85% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 68

10% more capital invested

Capital invested by funds: $1.31B → $1.44B (+$134M)

9% more funds holding

Funds holding: 243264 (+21)

1.59% less ownership

Funds ownership: 19.38%17.78% (-1.6%)

18% less funds holding in top 10

Funds holding in top 10: 3428 (-6)

Holders
264
Holders Change
+21
Holders Change %
+8.64%
% of All Funds
3.47%
Holding in Top 10
28
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.65%
% of All Funds
0.37%
New
38
Increased
126
Reduced
68
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
26
Stokes Family Office
Louisiana
$12.9M +$1.21M +10,694 +10%
AWA
27
Arete Wealth Advisors
Illinois
$12.6M +$605K +5,339 +5%
AP
28
Aspect Partners
Virginia
$11.6M +$739K +6,527 +7%
PAG
29
Private Advisor Group
New Jersey
$11.5M +$7.27M +64,151 +172%
FS
30
Ferguson Shapiro
Georgia
$11.5M +$1.96M +17,279 +21%
PIA
31
Pinion Investment Advisors
Kansas
$11.4M +$1.89M +16,648 +20%
IWC
32
Integrated Wealth Concepts
Massachusetts
$10.9M +$5.19M +45,793 +92%
IWM
33
IHT Wealth Management
Illinois
$10.7M +$288K +2,542 +3%
MA
34
Mutual Advisors
Nebraska
$10.2M +$3.05M +26,954 +43%
ACG
35
Allen Capital Group
Nebraska
$10.2M +$2.09M +18,430 +26%
FIS
36
Fischer Investment Strategies
California
$9.41M +$592K +5,227 +7%
WCG
37
Weaver Consulting Group
California
$9.06M -$232K -2,050 -3%
AWM
38
Avondale Wealth Management
Texas
$8.77M +$2.2M +19,425 +34%
KWM
39
Kingsview Wealth Management
Oregon
$8.35M +$801K +7,068 +11%
NL
40
NWAM LLC
Washington
$8.24M +$171K +1,508 +2%
AQR Capital Management
41
AQR Capital Management
Connecticut
$8.05M +$942K +8,318 +13%
IWP
42
Innova Wealth Partners
Pennsylvania
$8.01M +$346K +3,051 +5%
LFA
43
Longview Financial Advisors
Alabama
$7.84M +$6.79M +59,954 +673%
NWM
44
Napa Wealth Management
California
$7.7M +$1.25M +11,034 +20%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$6.67M +$3.85M +34,031 +138%
NFG
46
Norris Financial Group
South Carolina
$6.58M +$214K +1,892 +3%
ECP
47
Epacria Capital Partners
Colorado
$6.55M +$84.3K +744 +1%
BSG
48
Black Swift Group
Colorado
$6.49M +$2.24M +19,765 +53%
DADC
49
D.A. Davidson & Co
Montana
$6.37M -$204K -1,798 -3%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$6.3M -$397K -3,506 -6%

BOXX Hedge Fund Activity: Q3 2025 in Review

264 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q3 2025, worth a combined $1.44B — up 10% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BOXX positions and 13 closed out — a net gain of 25 holders — while 126 added to existing stakes and 68 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $23.1M. The largest seller was Empowered Funds, cutting an estimated $24.4M.

  • 264 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q3 2025, up from 243 in Q2 2025.
  • Funds reported $1.44B of Alpha Architect 1-3 Month Box ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 38 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q3 2025 and 13 closed out, a net change of +25 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q3 2025 was HighTower Advisors, an estimated $23.1M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q3 2025 was Empowered Funds, an estimated $24.4M sold.

Based on aggregated 13F filings for Q3 2025.