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Alpha Architect 1-3 Month Box ETF
BOXX

156 hedge funds and large institutions have $971M invested in Alpha Architect 1-3 Month Box ETF in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 73 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

783% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 6

387% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 15

64% more capital invested

Capital invested by funds: $590M → $971M (+$381M)

43% more funds holding

Funds holding: 109 → 156 (+47)

40% more funds holding in top 10

Funds holding in top 10: 10 → 14 (+4)

0.91% more ownership

Funds ownership: 29.94% → 30.84% (+0.91%)

Holders
156
Holders Change
+47
Holders Change %
+43.12%
% of All Funds
2.25%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
53
Increased
73
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LP
LGL Partners
Pennsylvania
+$69.5M
2
SFC
Strategic Financial Concepts
Texas
+$62.6M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$31.2M
4
WH
Whitcomb & Hess
Ohio
+$22.8M
5
Creative Planning
Creative Planning
Kansas
+$20.9M

Top Sellers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
-$7.9M
2
Bank of America
Bank of America
North Carolina
-$7.2M
3
CFIM
Client First Investment Management
Wisconsin
-$2.99M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.38M
5
TSS
Two Sigma Securities
New York
-$993K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
51
World Investment Advisors
California
$2.9M +$567K +5,292 +25%
BFG
52
Beacon Financial Group
Texas
$2.5M +$135K +1,261 +6%
OAS
53
Optivise Advisory Services
Tennessee
$2.42M +$2.41M +22,489 New
AAS
54
Ameritas Advisory Services
Nebraska
$2.41M +$2.09M +19,500 +680%
BWM
55
BlackDiamond Wealth Management
New York
$2.36M +$528K +4,933 +29%
SWM
56
Seed Wealth Management
Illinois
$2.36M +$260K +2,430 +12%
NFG
57
Norris Financial Group
South Carolina
$2.23M +$1.82M +17,006 +466%
EF
58
Empirical Finance
Pennsylvania
$2.18M -$79.4K -741 -4%
RF
59
RHS Financial
California
$2.07M +$1.84M +17,215 +876%
GA
60
GoalVest Advisory
New York
$2.05M +$2.04M +19,046 New
I
61
INVST
Indiana
$1.94M +$1.66M +15,521 +626%
VFG
62
Valley Financial Group
Pennsylvania
$1.92M -$635K -5,926 -25%
MWA
63
Moser Wealth Advisors
Washington
$1.84M +$115K +1,075 +7%
LA
64
Lifeworks Advisors
Michigan
$1.82M +$1.81M +16,877 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$1.81M -$7.28K -68 -0.4%
FFN
66
Focus Financial Network
Minnesota
$1.71M +$726K +6,777 +75%
CIM
67
Cambria Investment Management
California
$1.63M +$14.9K +139 +0.9%
MAM
68
Morse Asset Management
Connecticut
$1.62M +$1.61M +15,000 New
ETIA
69
Epic Trust Investment Advisors
Washington
$1.58M +$1.13M +10,515 +253%
AI
70
Atria Investments
North Carolina
$1.42M +$28.4K +265 +2%
SQA
71
Simon Quick Advisors
New Jersey
$1.34M -$68.2K -637 -5%
KPWS
72
Kestra Private Wealth Services
Texas
$1.24M +$370K +3,458 +43%
MA
73
Mutual Advisors
Nebraska
$1.23M +$1.22M +11,401 New
PAG
74
Private Advisor Group
New Jersey
$1.2M -$10.7K -100 -0.9%
LPL Financial
75
LPL Financial
California
$1.19M +$95.3K +890 +9%
1 2
3
4 5

BOXX Hedge Fund Activity: Q2 2024 in Review

156 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q2 2024, worth a combined $971M — up 64% from $590M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BOXX positions and 6 closed out — a net gain of 47 holders — while 73 added to existing stakes and 15 trimmed.

The largest buyer was LGL Partners, opening a new position worth an estimated $69.5M. The largest seller was Empowered Funds, cutting an estimated $7.9M.

  • 156 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q2 2024, up from 109 in Q1 2024.
  • Funds reported $971M of Alpha Architect 1-3 Month Box ETF stock for Q2 2024, up 64% quarter-over-quarter.
  • 53 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q2 2024 and 6 closed out, a net change of +47 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q2 2024 was LGL Partners, an estimated $69.5M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q2 2024 was Empowered Funds, an estimated $7.9M sold.

Based on aggregated 13F filings for Q2 2024.