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Alpha Architect 1-3 Month Box ETF

243 hedge funds and large institutions have $1.31B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

47% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 72

31% more funds holding in top 10

Funds holding in top 10: 2634 (+8)

8% more funds holding

Funds holding: 226243 (+17)

4.72% less ownership

Funds ownership: 24.09%19.38% (-4.7%)

5% less capital invested

Capital invested by funds: $1.38B → $1.31B (-$70.3M)

Holders
243
Holders Change
+17
Holders Change %
+7.52%
% of All Funds
3.2%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.45%
New
33
Increased
106
Reduced
72
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
76
Prospera Financial Services
Texas
$3.43M +$226K +2,017 +7%
CFS
77
Commonwealth Financial Services
West Virginia
$3.15M -$533K -4,753 -15%
DAS
78
Dynamic Advisor Solutions
Arizona
$3.04M +$1.22M +10,915 +68%
WMN
79
Wealth Management Nebraska
Nebraska
$3.03M +$2.27M +20,286 +305%
AWP
80
Astra Wealth Partners
New Jersey
$2.94M +$78.6K +701 +3%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$2.77M +$458K +4,089 +20%
HIGP
82
Hill Investment Group Partners
Missouri
$2.76M -$4.42M -39,420 -62%
AI
83
Atria Investments
North Carolina
$2.71M +$1.79M +16,010 +200%
BAM
84
Belpointe Asset Management
Nevada
$2.62M +$718K +6,409 +38%
Creative Planning
85
Creative Planning
Kansas
$2.52M +$2.2M +19,624 +710%
MWP
86
Madison Wealth Partners
Wisconsin
$2.47M +$580K +5,174 +31%
FFN
87
Focus Financial Network
Minnesota
$2.46M +$170K +1,519 +7%
GWM
88
GK Wealth Management
Nevada
$2.44M +$2.18M +19,437 +861%
Stifel Financial
89
Stifel Financial
Missouri
$2.37M -$448 -4 -0%
MOS
90
MGO One Seven
Ohio
$2.29M -$700K -6,241 -23%
EF
91
Empirical Finance
Pennsylvania
$2.28M
LPL Financial
92
LPL Financial
California
$2.27M -$798K -7,123 -26%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$2.25M -$232K -2,070 -9%
PCA
94
Pallas Capital Advisors
Massachusetts
$2.25M +$89.2K +796 +4%
CIM
95
Cambria Investment Management
California
$2.16M -$60.6K -541 -3%
BWM
96
BlackDiamond Wealth Management
New York
$2.12M +$197K +1,758 +10%
KAS
97
Kestra Advisory Services
Texas
$2.12M -$52K -464 -2%
US Bancorp
98
US Bancorp
Minnesota
$2M +$1.99M +17,769 New
EW
99
Enzi Wealth
Texas
$1.98M +$16.1K +144 +0.8%
JSW
100
Journey Strategic Wealth
New Jersey
$1.96M -$391K -3,487 -17%

BOXX Hedge Fund Activity: Q2 2025 in Review

243 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q2 2025, worth a combined $1.31B — down 5.1% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BOXX positions and 13 closed out — a net gain of 20 holders — while 106 added to existing stakes and 72 trimmed.

The largest buyer was Titleist Asset Management, opening a new position worth an estimated $23.2M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $115M sold.

  • 243 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q2 2025, up from 226 in Q1 2025.
  • Funds reported $1.31B of Alpha Architect 1-3 Month Box ETF stock for Q2 2025, down 5.1% quarter-over-quarter.
  • 33 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q2 2025 and 13 closed out, a net change of +20 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q2 2025 was Titleist Asset Management, an estimated $23.2M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q2 2025 was Renaissance Technologies, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2025.