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Alpha Architect 1-3 Month Box ETF

371 hedge funds and large institutions have $2.26B invested in Alpha Architect 1-3 Month Box ETF in 2026 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

67% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 99

11% more funds holding

Funds holding: 335371 (+36)

7% more capital invested

Capital invested by funds: $2.12B → $2.26B (+$145M)

1.94% less ownership

Funds ownership: 19.78%17.85% (-1.9%)

2% less funds holding in top 10

Funds holding in top 10: 4847 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.53M

Holders
371
Holders Change
+36
Holders Change %
+10.75%
% of All Funds
4.48%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
0.57%
New
61
Increased
165
Reduced
99
Closed
18
Calls
Puts
$4.53M
Net Calls
-$4.53M
Net Calls Change
-$4.53M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arete Wealth Advisors
Illinois
$11.5M -$2.69M -23,079 -19%
FIS
52
Fischer Investment Strategies
California
$11.4M +$1M +8,592 +10%
LFA
53
Longview Financial Advisors
Alabama
$11.1M +$1.61M +13,818 +17%
IWP
54
Innova Wealth Partners
Pennsylvania
$10.6M +$1.13M +9,708 +12%
ACA
55
Aptus Capital Advisors
Alabama
$10M +$1.06M +9,064 +12%
MG
56
Marex Group
$9.98M +$8.59M +73,635 +635%
WCG
57
Weaver Consulting Group
California
$9.92M -$1.2M -10,282 -11%
BFG
58
Beacon Financial Group
Texas
$9.81M +$1.72M +14,764 +21%
AIP
59
Almanack Investment Partners
Pennsylvania
$9.72M +$8.22M +70,411 +559%
BCM
60
Bluefin Capital Management
New York
$9.37M -$1.17M -10,000 -11%
AP
61
Aspect Partners
Virginia
$9.3M -$4.4M -37,737 -32%
NL
62
NWAM LLC
Washington
$9.27M +$865K +7,410 +10%
DWA
63
Delap Wealth Advisory
Oregon
$8.9M +$1.14M +9,777 +15%
FS
64
Ferguson Shapiro
Georgia
$8.81M -$1.03M -8,846 -11%
SFO
65
Stokes Family Office
Louisiana
$8.64M -$1.92M -16,425 -18%
AWM
66
Able Wealth Management
New Jersey
$8.33M -$759K -6,505 -8%
FWP
67
Flatrock Wealth Partners
California
$8.12M +$658K +5,640 +9%
NFG
68
Norris Financial Group
South Carolina
$8.03M +$586K +5,021 +8%
CFS
69
Commonwealth Financial Services
West Virginia
$7.81M +$3.47M +29,719 +80%
PCA
70
Pallas Capital Advisors
Massachusetts
$7.79M +$2.02M +17,273 +35%
WMA
71
West Michigan Advisors
Michigan
$7.71M +$2.66M +22,762 +53%
IWC
72
Integrated Wealth Concepts
Massachusetts
$7.7M +$2.57M +22,005 +50%
OC
73
OceanIQ Capital
California
$7.69M +$7.62M +65,276 New
QOP
74
Quinn Opportunity Partners
Virginia
$7.69M +$7.66M +65,644 New
ECP
75
Epacria Capital Partners
Colorado
$7.48M +$565K +4,840 +8%

BOXX Hedge Fund Activity: Q2 2026 in Review

371 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q2 2026, worth a combined $2.26B — up 6.8% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BOXX positions and 18 closed out — a net gain of 43 holders — while 165 added to existing stakes and 99 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $34.9M. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $36M.

  • 371 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q2 2026, up from 335 in Q1 2026.
  • Funds reported $2.26B of Alpha Architect 1-3 Month Box ETF stock for Q2 2026, up 6.8% quarter-over-quarter.
  • 61 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q2 2026 and 18 closed out, a net change of +43 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q2 2026 was JP Morgan Chase, an estimated $34.9M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q2 2026 was Ashton Thomas Private Wealth, an estimated $36M sold.

Based on aggregated 13F filings for Q2 2026.