We are live on ! Find out more
BOXX icon

Alpha Architect 1-3 Month Box ETF

371 hedge funds and large institutions have $2.26B invested in Alpha Architect 1-3 Month Box ETF in 2026 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

67% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 99

11% more funds holding

Funds holding: 335371 (+36)

7% more capital invested

Capital invested by funds: $2.12B → $2.26B (+$145M)

1.94% less ownership

Funds ownership: 19.78%17.85% (-1.9%)

2% less funds holding in top 10

Funds holding in top 10: 4847 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.53M

Holders
371
Holders Change
+36
Holders Change %
+10.75%
% of All Funds
4.48%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
0.57%
New
61
Increased
165
Reduced
99
Closed
18
Calls
Puts
$4.53M
Net Calls
-$4.53M
Net Calls Change
-$4.53M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
26
Peterson Wealth Advisors
Utah
$19.6M +$182K +1,560 +0.9%
IPA
27
Investment Planning Advisors
Georgia
$18.8M +$18.7M +160,622 New
CFIM
28
Client First Investment Management
Wisconsin
$18.1M -$29.5M -252,668 -62%
SWRP
29
Summit Wealth & Retirement Planning
California
$18M +$818K +7,010 +5%
TIM
30
Tortoise Investment Management
New York
$17.8M +$886K +7,591 +5%
OCA
31
Optimus Capital Advisors
Texas
$17.7M +$1.17M +10,055 +7%
CA
32
Commerce Advisors
Tennessee
$17.4M +$5.85M +50,149 +51%
SWR
33
Spahn Wealth & Retirement
Arizona
$16.7M +$16.7M +142,919 New
WDL
34
Well Done LLC
Michigan
$16.6M +$2.38M +20,395 +17%
SWA
35
Stratos Wealth Advisors
Ohio
$16.3M +$4.9M +41,962 +43%
OMC
36
Old Mission Capital
Illinois
$16.2M +$8.99M +77,051 +126%
ACG
37
Allen Capital Group
Nebraska
$15.9M +$455K +3,900 +3%
SPW
38
Stillwater Private Wealth
Pennsylvania
$14.6M +$225K +1,928 +2%
GI
39
Gradient Investments
Minnesota
$13.7M +$3.17M +27,165 +30%
AFG
40
Altiora Financial Group
Ohio
$13.3M +$2.22M +18,995 +20%
FFA
41
Farther Finance Advisors
California
$12.4M -$954K -8,176 -7%
TFA
42
Teamwork Financial Advisors
Texas
$12.4M +$2.28M +19,573 +23%
LA
43
Lifeworks Advisors
Michigan
$12.3M +$7.98M +68,342 +188%
QCM
44
Quantinno Capital Management
New York
$12.1M -$938K -8,039 -7%
KWM
45
Kingsview Wealth Management
Oregon
$12.1M +$785K +6,727 +7%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$11.8M +$9.99M +85,639 +555%
MA
47
Mutual Advisors
Nebraska
$11.8M +$1.73M +14,825 +17%
KCM
48
Kathmere Capital Management
Pennsylvania
$11.7M -$10.6M -90,780 -47%
WIM
49
WealthPlan Investment Management
Nebraska
$11.7M -$1.09M -9,365 -9%
IWM
50
IHT Wealth Management
Illinois
$11.6M -$536K -4,596 -4%

BOXX Hedge Fund Activity: Q2 2026 in Review

371 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q2 2026, worth a combined $2.26B — up 6.8% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BOXX positions and 18 closed out — a net gain of 43 holders — while 165 added to existing stakes and 99 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $34.9M. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $36M.

  • 371 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q2 2026, up from 335 in Q1 2026.
  • Funds reported $2.26B of Alpha Architect 1-3 Month Box ETF stock for Q2 2026, up 6.8% quarter-over-quarter.
  • 61 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q2 2026 and 18 closed out, a net change of +43 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q2 2026 was JP Morgan Chase, an estimated $34.9M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q2 2026 was Ashton Thomas Private Wealth, an estimated $36M sold.

Based on aggregated 13F filings for Q2 2026.