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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
TI
101
Tidal Investments
Wisconsin
$664K +$128K +1,197 +24%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$656K -$1.38M -12,836 -68%
CIAS
103
CFS Investment Advisory Services
New Jersey
$645K – – –
SI
104
Seeds Investor
New York
$585K -$200K -1,864 -26%
RWP
105
Revolve Wealth Partners
New Jersey
$581K +$577K +5,390 New
ES
106
ETF Store
Kansas
$581K +$325K +3,038 +129%
RA
107
RFG Advisory
Alabama
$540K -$101K -947 -16%
AWM
108
Avondale Wealth Management
Texas
$539K +$536K +5,000 New
Focus Partners Wealth
109
Focus Partners Wealth
Massachusetts
$533K +$529K +4,940 New
UAG
110
United Advisor Group
Ohio
$529K +$526K +4,907 New
SGCA
111
Steel Grove Capital Advisors
Tennessee
$506K – – –
EW
112
Enzi Wealth
Texas
$448K +$445K +4,155 New
WMA
113
West Michigan Advisors
Michigan
$431K +$428K +3,993 New
KWM
114
Kingsview Wealth Management
Oregon
$420K +$418K +3,900 New
FFM
115
Forum Financial Management
Illinois
$407K – – –
TFS
116
Thoroughbred Financial Services
Tennessee
$399K +$148K +1,380 +59%
MPCL
117
My Personal CFO LLC
Washington
$387K +$385K +3,591 New
HI
118
Harbour Investments
Wisconsin
$377K +$214K +2,000 +133%
HBCM
119
Heron Bay Capital Management
Michigan
$371K +$369K +3,445 New
WS
120
Wedbush Securities
California
$369K +$367K +3,427 New
RZH
121
Relyea Zuckerberg Hanson
Connecticut
$364K +$362K +3,378 New
SA
122
Sanctuary Advisors
Indiana
$358K +$359K +3,350 New
MA
123
MKT Advisors
California
$355K +$99.7K +931 +39%
CCM
124
Condor Capital Management
New Jersey
$346K +$344K +3,207 New
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$341K – – –
3 4
5
6 7

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.