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Alpha Architect 1-3 Month Box ETF

154 hedge funds and large institutions have $968M invested in Alpha Architect 1-3 Month Box ETF in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 72 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+47
Holders Change %
+43.93%
% of All Funds
2.24%
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
72
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
101
CFS Investment Advisory Services
New Jersey
$645K
SI
102
Seeds Investor
New York
$585K -$201K -1,864 -26%
RWP
103
Revolve Wealth Partners
New Jersey
$581K +$581K +5,390 New
ES
104
ETF Store
Kansas
$581K +$328K +3,038 +129%
RA
105
RFG Advisory
Alabama
$540K -$102K -947 -16%
AWM
106
Avondale Wealth Management
Texas
$539K +$539K +5,000 New
Focus Partners Wealth
107
Focus Partners Wealth
Massachusetts
$533K +$533K +4,940 New
UAG
108
United Advisor Group
Ohio
$529K +$529K +4,907 New
SGCA
109
Steel Grove Capital Advisors
Tennessee
$506K
EW
110
Enzi Wealth
Texas
$448K +$448K +4,155 New
WMA
111
West Michigan Advisors
Michigan
$431K +$431K +3,993 New
KWM
112
Kingsview Wealth Management
Oregon
$420K +$420K +3,900 New
FFM
113
Forum Financial Management
Illinois
$407K
TFS
114
Thoroughbred Financial Services
Tennessee
$399K +$149K +1,380 +59%
MPCL
115
My Personal CFO LLC
Washington
$387K +$387K +3,591 New
HI
116
Harbour Investments
Wisconsin
$377K +$216K +2,000 +133%
HBCM
117
Heron Bay Capital Management
Michigan
$371K +$371K +3,445 New
WS
118
Wedbush Securities
California
$369K +$369K +3,427 New
RZH
119
Relyea Zuckerberg Hanson
Connecticut
$364K +$364K +3,378 New
SA
120
Sanctuary Advisors
Indiana
$358K +$358K +3,350 New
MA
121
MKT Advisors
California
$355K +$101K +931 +39%
CCM
122
Condor Capital Management
New Jersey
$346K +$346K +3,207 New
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$341K
MFT
124
Moisand Fitzgerald Tamayo
Florida
$334K +$20.8K +193 +7%
Vontobel Holding
125
Vontobel Holding
Switzerland
$323K