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Alpha Architect 1-3 Month Box ETF
BOXX

109 hedge funds and large institutions have $590M invested in Alpha Architect 1-3 Month Box ETF in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,117% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 6

286% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 7

160% more funds holding

Funds holding: 42 → 109 (+67)

122% more capital invested

Capital invested by funds: $266M → $590M (+$324M)

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

8.9% less ownership

Funds ownership: 38.83% → 29.94% (-8.9%)

Holders
109
Holders Change
+67
Holders Change %
+159.52%
% of All Funds
1.57%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
73
Increased
27
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$52.9M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$37M
3
ACM
ADAR1 Capital Management
Texas
+$33.7M
4
FS
Ferguson Shapiro
Georgia
+$29.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$25.9M

Top Sellers

Rank Fund Capital Flow
1
ACM
Altium Capital Management
New York
-$9.75M
2
HighTower Advisors
HighTower Advisors
Illinois
-$5.24M
3
SWM
Seed Wealth Management
Illinois
-$576K
4
AWM
AE Wealth Management
Kansas
-$552K
5
Jane Street
Jane Street
New York
-$536K
Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
76
Steel Grove Capital Advisors
Tennessee
$500K +$497K +4,697 New
LFA
77
Longview Financial Advisors
Alabama
$481K +$478K +4,522 New
ETIA
78
Epic Trust Investment Advisors
Washington
$443K +$441K +4,164 New
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$421K +$418K +3,952 New
FFM
80
Forum Financial Management
Illinois
$402K +$399K +3,773 New
AIP
81
Almanack Investment Partners
Pennsylvania
$396K +$393K +3,718 New
NFG
82
Norris Financial Group
South Carolina
$389K +$2.22K +21 +0.6%
SFC
83
Strategic Financial Concepts
Texas
$354K +$352K +3,325 New
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$336K +$334K +3,159 New
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$331K +$329K +3,107 New
Vontobel Holding
86
Vontobel Holding
Switzerland
$319K +$317K +3,000 New
MFT
87
Moisand Fitzgerald Tamayo
Florida
$309K +$307K +2,906 New
AAS
88
Ameritas Advisory Services
Nebraska
$307K +$303K +2,866 New
Goldman Sachs
89
Goldman Sachs
New York
$298K +$296K +2,800 New
SWM
90
SeaCrest Wealth Management
New York
$277K +$275K +2,600 New
I
91
INVST
Indiana
$264K +$262K +2,478 New
MA
92
MKT Advisors
California
$251K +$249K +2,357 New
ES
93
ETF Store
Kansas
$250K +$249K +2,351 New
Corient Private Wealth
94
Corient Private Wealth
Florida
$250K +$249K +2,350 New
TFS
95
Thoroughbred Financial Services
Tennessee
$247K +$246K +2,326 New
Creative Planning
96
Creative Planning
Kansas
$245K +$243K +2,300 New
HFAS
97
Hummer Financial Advisory Services
Illinois
$234K +$233K +2,200 New
HAM
98
Harmony Asset Management
Arizona
$231K +$229K +2,167 New
SI
99
Stephens Inc
Arkansas
$229K +$228K +2,155 New
RF
100
RHS Financial
California
$209K +$208K +1,966 New
1 2 3
4
5

BOXX Hedge Fund Activity: Q1 2024 in Review

109 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q1 2024, worth a combined $590M — up 122% from $266M a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BOXX positions and 6 closed out — a net gain of 67 holders — while 27 added to existing stakes and 7 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $52.9M. The largest seller was Altium Capital Management, exiting entirely with an estimated $9.75M sold.

  • 109 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q1 2024, up from 42 in Q4 2023.
  • Funds reported $590M of Alpha Architect 1-3 Month Box ETF stock for Q1 2024, up 122% quarter-over-quarter.
  • 73 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q1 2024 and 6 closed out, a net change of +67 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q1 2024 was Renaissance Technologies, an estimated $52.9M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q1 2024 was Altium Capital Management, an estimated $9.75M sold.

Based on aggregated 13F filings for Q1 2024.