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Alpha Architect 1-3 Month Box ETF

243 hedge funds and large institutions have $1.31B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

47% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 72

31% more funds holding in top 10

Funds holding in top 10: 2634 (+8)

8% more funds holding

Funds holding: 226243 (+17)

4.72% less ownership

Funds ownership: 24.09%19.38% (-4.7%)

5% less capital invested

Capital invested by funds: $1.38B → $1.31B (-$70.3M)

Holders
243
Holders Change
+17
Holders Change %
+7.52%
% of All Funds
3.2%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.45%
New
33
Increased
106
Reduced
72
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$5.55M +$411K +3,663 +8%
WIA
52
World Investment Advisors
California
$5.41M +$1.23M +10,954 +30%
Osaic Holdings
53
Osaic Holdings
Arizona
$5.1M +$310K +2,763 +6%
WIM
54
WealthPlan Investment Management
Nebraska
$5.08M -$61.5K -549 -1%
QHA
55
Quarry Hill Advisors
Minnesota
$5.02M +$865K +7,720 +21%
CG
56
Castellan Group
Kentucky
$5M +$4.98M +44,400 New
GA
57
GoalVest Advisory
New York
$4.88M +$130K +1,159 +3%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$4.88M +$1.88M +16,748 +63%
BCM
59
Brookstone Capital Management
Illinois
$4.68M +$30.6K +273 +0.7%
TWM
60
TCFG Wealth Management
California
$4.56M -$79K -705 -2%
SC
61
Stephens Consulting
Michigan
$4.55M +$1.54M +13,758 +52%
IW
62
IronOak Wealth
Texas
$4.48M +$4.46M +39,789 New
I
63
INVST
Indiana
$4.39M -$2.05M -18,286 -32%
HFA
64
Hershey Financial Advisers
Pennsylvania
$4.37M +$4.35M +38,775 New
MWA
65
Moser Wealth Advisors
Washington
$4.3M +$1.15M +10,270 +37%
PAG
66
Private Advisor Group
New Jersey
$4.2M +$644K +5,747 +18%
BSG
67
Black Swift Group
Colorado
$4.2M +$1.6M +14,240 +62%
RF
68
RHS Financial
California
$3.99M +$291K +2,599 +8%
SWM
69
Seed Wealth Management
Illinois
$3.84M +$365K +3,260 +11%
BFG
70
Beacon Financial Group
Texas
$3.81M +$569K +5,079 +18%
OAS
71
Optivise Advisory Services
Tennessee
$3.67M +$1.28M +11,381 +54%
PAG
72
Private Advisory Group
Washington
$3.65M +$3.63M +32,384 New
GI
73
Gradient Investments
Minnesota
$3.63M +$1.72M +15,342 +91%
BP
74
BWM Planning
Texas
$3.56M -$319K -2,848 -8%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$3.52M -$3.26M -29,075 -48%

BOXX Hedge Fund Activity: Q2 2025 in Review

243 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q2 2025, worth a combined $1.31B — down 5.1% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BOXX positions and 13 closed out — a net gain of 20 holders — while 106 added to existing stakes and 72 trimmed.

The largest buyer was Titleist Asset Management, opening a new position worth an estimated $23.2M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $115M sold.

  • 243 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q2 2025, up from 226 in Q1 2025.
  • Funds reported $1.31B of Alpha Architect 1-3 Month Box ETF stock for Q2 2025, down 5.1% quarter-over-quarter.
  • 33 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q2 2025 and 13 closed out, a net change of +20 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q2 2025 was Titleist Asset Management, an estimated $23.2M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q2 2025 was Renaissance Technologies, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2025.