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Alpha Architect 1-3 Month Box ETF
BOXX

Overview Fund Activity

169 hedge funds and large institutions have $1.06B invested in Alpha Architect 1-3 Month Box ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+15
Holders Change %
+9.74%
% of All Funds
2.45%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
32
Increased
76
Reduced
37
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$114M
2
Mariner
2
Mariner
Kansas
$44.8M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$45.3M
4
Jane Street
4
Jane Street
New York
$15M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$83.6M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$34.5M
2
SFC
2
Strategic Financial Concepts
Texas
$310K
3
Creative Planning
3
Creative Planning
Kansas
$456K
4
Morgan Stanley
4
Morgan Stanley
New York
$51.9K
5
FS
5
Ferguson Shapiro
Georgia
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
51
BWM Planning
Texas
$3.29M +$3.29M +30,211 New
SC
52
Stephens Consulting
Michigan
$3.24M +$275K +2,526 +9%
LA
53
Lifeworks Advisors
Michigan
$3.21M +$1.37M +12,588 +75%
MA
54
Mutual Advisors
Nebraska
$3.17M +$1.93M +17,648 +155%
I
55
INVST
Indiana
$3.12M +$1.16M +10,664 +59%
PAG
56
Private Advisor Group
New Jersey
$3.06M +$1.84M +16,918 +152%
SWM
57
Seed Wealth Management
Illinois
$3.01M +$629K +5,771 +26%
RF
58
RHS Financial
California
$2.81M +$718K +6,591 +34%
NL
59
NWAM LLC
Washington
$2.8M +$2.8M +25,663 New
WDL
60
Well Done LLC
Michigan
$2.64M -$835K -7,669 -24%
OAS
61
Optivise Advisory Services
Tennessee
$2.5M +$52.6K +483 +2%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$2.42M +$593K +5,448 +32%
EF
63
Empirical Finance
Pennsylvania
$2.21M – – –
BWM
64
BlackDiamond Wealth Management
New York
$2.13M -$254K -2,318 -11%
MOS
65
MGO One Seven
Ohio
$2.13M +$1.07M +9,834 +101%
MAM
66
Morse Asset Management
Connecticut
$2.07M +$436K +4,000 +27%
BFG
67
Beacon Financial Group
Texas
$2.03M -$491K -4,504 -19%
CWA
68
Continuum Wealth Advisors
New York
$1.99M +$1.31M +12,011 +192%
MWA
69
Moser Wealth Advisors
Washington
$1.91M +$49K +450 +3%
FFN
70
Focus Financial Network
Minnesota
$1.83M +$103K +943 +6%
KWM
71
Kingsview Wealth Management
Oregon
$1.78M +$1.35M +12,425 +319%
VFG
72
Valley Financial Group
Pennsylvania
$1.68M -$258K -2,368 -13%
CIM
73
Cambria Investment Management
California
$1.65M +$2.18K +20 +0.1%
BSG
74
Black Swift Group
Colorado
$1.63M +$1.63M +15,000 New
EW
75
Enzi Wealth
Texas
$1.61M +$1.15M +10,571 +254%
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