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Alpha Architect 1-3 Month Box ETF

154 hedge funds and large institutions have $968M invested in Alpha Architect 1-3 Month Box ETF in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 72 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+47
Holders Change %
+43.93%
% of All Funds
2.24%
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
72
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
51
World Investment Advisors
California
$2.9M +$572K +5,292 +25%
BFG
52
Beacon Financial Group
Texas
$2.5M +$136K +1,261 +6%
OAS
53
Optivise Advisory Services
Tennessee
$2.42M +$2.42M +22,489 New
AAS
54
Ameritas Advisory Services
Nebraska
$2.41M +$2.1M +19,500 +680%
BWM
55
BlackDiamond Wealth Management
New York
$2.36M +$535K +4,933 +29%
SWM
56
Seed Wealth Management
Illinois
$2.36M +$262K +2,430 +12%
EF
57
Empirical Finance
Pennsylvania
$2.18M -$79.9K -741 -4%
RF
58
RHS Financial
California
$2.07M +$1.86M +17,215 +876%
GA
59
GoalVest Advisory
New York
$2.05M +$2.05M +19,046 New
I
60
INVST
Indiana
$1.94M +$1.67M +15,521 +626%
VFG
61
Valley Financial Group
Pennsylvania
$1.92M -$639K -5,926 -25%
MWA
62
Moser Wealth Advisors
Washington
$1.84M +$116K +1,075 +7%
LA
63
Lifeworks Advisors
Michigan
$1.82M +$1.82M +16,877 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$1.81M -$7.33K -68 -0.4%
FFN
65
Focus Financial Network
Minnesota
$1.71M +$732K +6,777 +75%
CIM
66
Cambria Investment Management
California
$1.63M +$15K +139 +0.9%
MAM
67
Morse Asset Management
Connecticut
$1.62M +$1.62M +15,000 New
ETIA
68
Epic Trust Investment Advisors
Washington
$1.58M +$1.13M +10,515 +253%
AI
69
Atria Investments
North Carolina
$1.42M +$28.6K +265 +2%
SQA
70
Simon Quick Advisors
New Jersey
$1.34M -$68.7K -637 -5%
KPWS
71
Kestra Private Wealth Services
Texas
$1.24M +$373K +3,458 +43%
MA
72
Mutual Advisors
Nebraska
$1.23M +$1.23M +11,401 New
PAG
73
Private Advisor Group
New Jersey
$1.2M -$10.8K -100 -0.9%
LPL Financial
74
LPL Financial
California
$1.19M +$96K +890 +9%
AR
75
Apeiron RIA
Texas
$1.12M +$158K +1,463 +16%