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Alpha Architect 1-3 Month Box ETF
BOXX

156 hedge funds and large institutions have $971M invested in Alpha Architect 1-3 Month Box ETF in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 73 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

783% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 6

387% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 15

64% more capital invested

Capital invested by funds: $590M → $971M (+$381M)

43% more funds holding

Funds holding: 109 → 156 (+47)

40% more funds holding in top 10

Funds holding in top 10: 10 → 14 (+4)

0.91% more ownership

Funds ownership: 29.94% → 30.84% (+0.91%)

Holders
156
Holders Change
+47
Holders Change %
+43.12%
% of All Funds
2.25%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
53
Increased
73
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LP
LGL Partners
Pennsylvania
+$69.5M
2
SFC
Strategic Financial Concepts
Texas
+$62.6M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$31.2M
4
WH
Whitcomb & Hess
Ohio
+$22.8M
5
Creative Planning
Creative Planning
Kansas
+$20.9M

Top Sellers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
-$7.9M
2
Bank of America
Bank of America
North Carolina
-$7.2M
3
CFIM
Client First Investment Management
Wisconsin
-$2.99M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.38M
5
TSS
Two Sigma Securities
New York
-$993K
Name Holding Trade Value Shares
Change 		Change in
Stake
AR
76
Apeiron RIA
Texas
$1.12M +$157K +1,463 +16%
PIA
77
Pinion Investment Advisors
Kansas
$1.09M +$1.08M +10,096 New
SMG
78
Smart Money Group
Texas
$1.07M +$1.06M +9,905 New
DA
79
DCF Advisers
Connecticut
$1.06M – – –
MOS
80
MGO One Seven
Ohio
$1.05M +$265K +2,476 +34%
BB
81
Busey Bank
Illinois
$1.04M – – –
CCA
82
Childress Capital Advisors
Texas
$1.02M – – –
AP
83
Adero Partners
California
$1.02M – – –
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$994K +$565K +5,270 +133%
AIP
85
Almanack Investment Partners
Pennsylvania
$945K +$541K +5,051 +136%
LFA
86
Longview Financial Advisors
Alabama
$920K +$429K +4,008 +89%
FTUS
87
Flow Traders U.S.
New York
$890K +$884K +8,251 New
KNW
88
Kesler Norman & Wride
Utah
$859K +$854K +7,969 New
GPW
89
Gentry Private Wealth
Kansas
$856K +$851K +7,943 New
IFG
90
Independent Financial Group
California
$809K -$77.7K -725 -9%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$776K +$438K +4,090 +132%
IA
92
IFP Advisors
Florida
$733K +$93.2K +870 +15%
SCA
93
Snowden Capital Advisors
New York
$733K +$9.96K +93 +1%
USCWA
94
U.S. Capital Wealth Advisors
Texas
$726K -$14.7K -137 -2%
Bank of America
95
Bank of America
North Carolina
$710K -$7.2M -67,177 -91%
TCG
96
Transcendent Capital Group
Oklahoma
$710K +$705K +6,584 New
MWP
97
Madison Wealth Partners
Wisconsin
$708K +$704K +6,571 New
AWA
98
Arete Wealth Advisors
Illinois
$683K +$678K +6,331 New
DAS
99
Dynamic Advisor Solutions
Arizona
$674K +$670K +6,251 New
CWA
100
Continuum Wealth Advisors
New York
$673K +$3K +28 +0.5%
2 3
4
5 6

BOXX Hedge Fund Activity: Q2 2024 in Review

156 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q2 2024, worth a combined $971M — up 64% from $590M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BOXX positions and 6 closed out — a net gain of 47 holders — while 73 added to existing stakes and 15 trimmed.

The largest buyer was LGL Partners, opening a new position worth an estimated $69.5M. The largest seller was Empowered Funds, cutting an estimated $7.9M.

  • 156 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q2 2024, up from 109 in Q1 2024.
  • Funds reported $971M of Alpha Architect 1-3 Month Box ETF stock for Q2 2024, up 64% quarter-over-quarter.
  • 53 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q2 2024 and 6 closed out, a net change of +47 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q2 2024 was LGL Partners, an estimated $69.5M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q2 2024 was Empowered Funds, an estimated $7.9M sold.

Based on aggregated 13F filings for Q2 2024.