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Alpha Architect 1-3 Month Box ETF
BOXX

109 hedge funds and large institutions have $590M invested in Alpha Architect 1-3 Month Box ETF in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,117% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 6

286% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 7

160% more funds holding

Funds holding: 42 → 109 (+67)

122% more capital invested

Capital invested by funds: $266M → $590M (+$324M)

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

8.9% less ownership

Funds ownership: 38.83% → 29.94% (-8.9%)

Holders
109
Holders Change
+67
Holders Change %
+159.52%
% of All Funds
1.57%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
73
Increased
27
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$52.9M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$37M
3
ACM
ADAR1 Capital Management
Texas
+$33.7M
4
FS
Ferguson Shapiro
Georgia
+$29.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$25.9M

Top Sellers

Rank Fund Capital Flow
1
ACM
Altium Capital Management
New York
-$9.75M
2
HighTower Advisors
HighTower Advisors
Illinois
-$5.24M
3
SWM
Seed Wealth Management
Illinois
-$576K
4
AWM
AE Wealth Management
Kansas
-$552K
5
Jane Street
Jane Street
New York
-$536K
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
51
DCF Advisers
Connecticut
$1.05M – – –
BB
52
Busey Bank
Illinois
$1.02M +$1.02M +9,600 New
CCA
53
Childress Capital Advisors
Texas
$1.01M +$1.01M +9,500 New
AP
54
Adero Partners
California
$1M +$997K +9,420 New
TSS
55
Two Sigma Securities
New York
$993K +$987K +9,326 New
FFN
56
Focus Financial Network
Minnesota
$967K +$958K +9,056 New
AR
57
Apeiron RIA
Texas
$953K +$947K +8,948 New
ACG
58
Allen Capital Group
Nebraska
$921K -$39.7K -375 -4%
JSW
59
Journey Strategic Wealth
New Jersey
$917K +$911K +8,613 New
IFG
60
Independent Financial Group
California
$876K +$870K +8,225 New
KPWS
61
Kestra Private Wealth Services
Texas
$859K +$37.2K +352 +5%
SI
62
Seeds Investor
New York
$776K +$771K +7,286 New
MOS
63
MGO One Seven
Ohio
$769K +$764K +7,226 New
Mariner
64
Mariner
Kansas
$754K +$750K +7,085 New
USCWA
65
U.S. Capital Wealth Advisors
Texas
$732K +$727K +6,874 New
SCA
66
Snowden Capital Advisors
New York
$714K +$19.5K +184 +3%
AQR Capital Management
67
AQR Capital Management
Connecticut
$693K +$275K +2,596 +66%
CWA
68
Continuum Wealth Advisors
New York
$662K +$201K +1,902 +44%
CIAS
69
CFS Investment Advisory Services
New Jersey
$637K +$633K +5,981 New
RA
70
RFG Advisory
Alabama
$634K +$630K +5,953 New
IA
71
IFP Advisors
Florida
$631K +$196K +1,852 +45%
TFA
72
Teamwork Financial Advisors
Texas
$592K -$129K -1,218 -18%
B
73
Bellecapital
Switzerland
$557K +$553K +5,230 New
TI
74
Tidal Investments
Wisconsin
$529K -$97.4K -921 -16%
MCA
75
Magnolia Capital Advisors
Mississippi
$507K +$503K +4,750 New
1 2
3
4 5

BOXX Hedge Fund Activity: Q1 2024 in Review

109 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q1 2024, worth a combined $590M — up 122% from $266M a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BOXX positions and 6 closed out — a net gain of 67 holders — while 27 added to existing stakes and 7 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $52.9M. The largest seller was Altium Capital Management, exiting entirely with an estimated $9.75M sold.

  • 109 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q1 2024, up from 42 in Q4 2023.
  • Funds reported $590M of Alpha Architect 1-3 Month Box ETF stock for Q1 2024, up 122% quarter-over-quarter.
  • 73 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q1 2024 and 6 closed out, a net change of +67 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q1 2024 was Renaissance Technologies, an estimated $52.9M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q1 2024 was Altium Capital Management, an estimated $9.75M sold.

Based on aggregated 13F filings for Q1 2024.