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Alpha Architect 1-3 Month Box ETF

264 hedge funds and large institutions have $1.44B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 126 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

85% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 68

10% more capital invested

Capital invested by funds: $1.31B → $1.44B (+$134M)

9% more funds holding

Funds holding: 243264 (+21)

1.59% less ownership

Funds ownership: 19.38%17.78% (-1.6%)

18% less funds holding in top 10

Funds holding in top 10: 3428 (-6)

Holders
264
Holders Change
+21
Holders Change %
+8.64%
% of All Funds
3.47%
Holding in Top 10
28
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.65%
% of All Funds
0.37%
New
38
Increased
126
Reduced
68
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
$6.06M +$447K +3,944 +8%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$5.8M +$871K +7,691 +18%
GI
53
Gradient Investments
Minnesota
$5.57M +$1.89M +16,699 +52%
Osaic Holdings
54
Osaic Holdings
Arizona
$5.57M +$422K +3,727 +8%
BCM
55
Brookstone Capital Management
Illinois
$5.42M +$681K +6,009 +14%
WIA
56
World Investment Advisors
California
$5.29M -$168K -1,487 -3%
CFS
57
Commonwealth Financial Services
West Virginia
$5.21M +$2.01M +17,762 +63%
ACA
58
Aptus Capital Advisors
Alabama
$5.1M +$5.07M +44,789 New
QHA
59
Quarry Hill Advisors
Minnesota
$4.99M -$84.9K -750 -2%
LA
60
Lifeworks Advisors
Michigan
$4.92M -$5.61M -49,531 -53%
GWANC
61
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.86M +$4.84M +42,704 New
GA
62
GoalVest Advisory
New York
$4.84M -$90.5K -799 -2%
WIM
63
WealthPlan Investment Management
Nebraska
$4.51M -$613K -5,414 -12%
HFA
64
Hershey Financial Advisers
Pennsylvania
$4.47M +$50.1K +442 +1%
TWM
65
TCFG Wealth Management
California
$4.4M -$211K -1,862 -5%
HWM
66
HB Wealth Management
Georgia
$4.07M +$4.05M +35,745 New
BFG
67
Beacon Financial Group
Texas
$3.96M +$116K +1,026 +3%
RF
68
RHS Financial
California
$3.94M -$89.4K -789 -2%
SWM
69
Seed Wealth Management
Illinois
$3.88M -$6.79K -60 -0.2%
AAS
70
Ameritas Advisory Services
Nebraska
$3.83M +$3.65M +32,237 +2,370%
I
71
INVST
Indiana
$3.79M -$635K -5,607 -14%
BWM
72
BlackDiamond Wealth Management
New York
$3.71M +$1.56M +13,764 +73%
FPL
73
Fortress Private Ledger
North Carolina
$3.69M +$1.94M +17,104 +112%
PFS
74
Prospera Financial Services
Texas
$3.59M +$129K +1,135 +4%
EW
75
Enzi Wealth
Texas
$3.55M +$1.54M +13,580 +77%

BOXX Hedge Fund Activity: Q3 2025 in Review

264 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q3 2025, worth a combined $1.44B — up 10% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BOXX positions and 13 closed out — a net gain of 25 holders — while 126 added to existing stakes and 68 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $23.1M. The largest seller was Empowered Funds, cutting an estimated $24.4M.

  • 264 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q3 2025, up from 243 in Q2 2025.
  • Funds reported $1.44B of Alpha Architect 1-3 Month Box ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 38 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q3 2025 and 13 closed out, a net change of +25 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q3 2025 was HighTower Advisors, an estimated $23.1M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q3 2025 was Empowered Funds, an estimated $24.4M sold.

Based on aggregated 13F filings for Q3 2025.