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Alpha Architect 1-3 Month Box ETF

222 hedge funds and large institutions have $1.37B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+15
Holders Change %
+7.25%
% of All Funds
3.02%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.34%
New
33
Increased
102
Reduced
57
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AP
51
Aspect Partners
Virginia
$5.18M +$1.06M +9,504 +26%
Truist Financial
52
Truist Financial
North Carolina
$5.09M +$116K +1,038 +2%
WIM
53
WealthPlan Investment Management
Nebraska
$5.09M +$977K +8,763 +24%
Citadel Advisors
54
Citadel Advisors
Florida
$4.76M +$1.98M +17,762 +71%
Osaic Holdings
55
Osaic Holdings
Arizona
$4.74M +$2.64M +23,718 +126%
GA
56
GoalVest Advisory
New York
$4.7M +$106K +948 +2%
BCM
57
Brookstone Capital Management
Illinois
$4.6M +$4.2M +37,681 +1,047%
TWM
58
TCFG Wealth Management
California
$4.59M +$11.1K +100 +0.2%
AWM
59
Avondale Wealth Management
Texas
$4.56M +$289K +2,591 +7%
WIA
60
World Investment Advisors
California
$4.13M +$805K +7,217 +24%
QHA
61
Quarry Hill Advisors
Minnesota
$4.11M -$60.7K -544 -1%
BP
62
BWM Planning
Texas
$3.84M +$471K +4,228 +14%
VCM
63
Virtue Capital Management
Tennessee
$3.7M +$3.7M +33,162 New
RF
64
RHS Financial
California
$3.66M -$255K -2,285 -7%
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$3.66M -$33.1K -297 -0.9%
CFS
66
Commonwealth Financial Services
West Virginia
$3.65M -$938K -8,410 -20%
PAG
67
Private Advisor Group
New Jersey
$3.51M +$1.26M +11,298 +56%
SWM
68
Seed Wealth Management
Illinois
$3.44M +$264K +2,365 +8%
SQA
69
Simon Quick Advisors
New Jersey
$3.31M +$2.15M +19,248 +184%
LA
70
Lifeworks Advisors
Michigan
$3.31M +$189K +1,698 +6%
BFG
71
Beacon Financial Group
Texas
$3.2M +$471K +4,225 +17%
PFS
72
Prospera Financial Services
Texas
$3.17M +$573K +5,140 +22%
MWA
73
Moser Wealth Advisors
Washington
$3.11M +$1.13M +10,120 +57%
NWM
74
Napa Wealth Management
California
$3.1M +$3.1M +27,809 New
Wolverine Trading
75
Wolverine Trading
Illinois
$3.09M +$302K +2,709 +11%