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Alpha Architect 1-3 Month Box ETF
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Overview Fund Activity

107 hedge funds and large institutions have $589M invested in Alpha Architect 1-3 Month Box ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+66
Holders Change %
+160.98%
% of All Funds
1.55%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
72
Increased
26
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$53.2M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$37.3M
3
ACM
ADAR1 Capital Management
Texas
$33.9M
4
FS
Ferguson Shapiro
Georgia
$30M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$28M

Top Sellers

1
ACM
Altium Capital Management
New York
$0
2
HighTower Advisors
HighTower Advisors
Illinois
$2.48M
3
SWM
Seed Wealth Management
Illinois
$2.07M
4
AWM
AE Wealth Management
Kansas
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
76
Longview Financial Advisors
Alabama
$481K +$481K +4,522 New
ETIA
77
Epic Trust Investment Advisors
Washington
$443K +$443K +4,164 New
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$421K +$421K +3,952 New
FFM
79
Forum Financial Management
Illinois
$402K +$402K +3,773 New
AIP
80
Almanack Investment Partners
Pennsylvania
$396K +$396K +3,718 New
SFC
81
Strategic Financial Concepts
Texas
$354K +$354K +3,325 New
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$336K +$336K +3,159 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$331K +$331K +3,107 New
Vontobel Holding
84
Vontobel Holding
Switzerland
$319K +$319K +3,000 New
MFT
85
Moisand Fitzgerald Tamayo
Florida
$309K +$309K +2,906 New
AAS
86
Ameritas Advisory Services
Nebraska
$307K +$307K +2,866 New
Goldman Sachs
87
Goldman Sachs
New York
$298K +$298K +2,800 New
SWM
88
SeaCrest Wealth Management
New York
$277K +$277K +2,600 New
I
89
INVST
Indiana
$264K +$264K +2,478 New
MA
90
MKT Advisors
California
$251K +$251K +2,357 New
ES
91
ETF Store
Kansas
$250K +$250K +2,351 New
Corient Private Wealth
92
Corient Private Wealth
Florida
$250K +$250K +2,350 New
TFS
93
Thoroughbred Financial Services
Tennessee
$247K +$247K +2,326 New
Creative Planning
94
Creative Planning
Kansas
$245K +$245K +2,300 New
HFAS
95
Hummer Financial Advisory Services
Illinois
$234K +$234K +2,200 New
HAM
96
Harmony Asset Management
Arizona
$231K +$231K +2,167 New
SI
97
Stephens Inc
Arkansas
$229K +$229K +2,155 New
RF
98
RHS Financial
California
$209K +$209K +1,966 New
ISL
99
Ingalls & Snyder LLC
New York
$202K +$202K +1,900 New
HI
100
Harbour Investments
Wisconsin
$160K +$160K +1,500 New
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