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Alpha Architect 1-3 Month Box ETF

240 hedge funds and large institutions have $1.3B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
51
World Investment Advisors
California
$5.41M
WIM
52
WealthPlan Investment Management
Nebraska
$5.08M
QHA
53
Quarry Hill Advisors
Minnesota
$5.02M
CG
54
Castellan Group
Kentucky
$5M
GA
55
GoalVest Advisory
New York
$4.88M
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$4.88M
BCM
57
Brookstone Capital Management
Illinois
$4.68M
TWM
58
TCFG Wealth Management
California
$4.56M
SC
59
Stephens Consulting
Michigan
$4.55M
IW
60
IronOak Wealth
Texas
$4.48M
I
61
INVST
Indiana
$4.39M
HFA
62
Hershey Financial Advisers
Pennsylvania
$4.37M
MWA
63
Moser Wealth Advisors
Washington
$4.3M
PAG
64
Private Advisor Group
New Jersey
$4.2M
BSG
65
Black Swift Group
Colorado
$4.2M
RF
66
RHS Financial
California
$3.99M
SWM
67
Seed Wealth Management
Illinois
$3.84M
BFG
68
Beacon Financial Group
Texas
$3.81M
OAS
69
Optivise Advisory Services
Tennessee
$3.67M
PAG
70
Private Advisory Group
Washington
$3.65M
GI
71
Gradient Investments
Minnesota
$3.63M
BP
72
BWM Planning
Texas
$3.56M
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$3.52M
PFS
74
Prospera Financial Services
Texas
$3.43M
CFS
75
Commonwealth Financial Services
West Virginia
$3.15M