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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
WDL
101
Well Done LLC
Michigan
$1.96M -$974K -8,687 -33%
TC
102
Torno Capital
Massachusetts
$1.95M -$8.59M -76,650 -82%
FDS
103
Freedom Day Solutions
Texas
$1.92M +$112K +1,000 +6%
AR
104
Apeiron RIA
Texas
$1.9M -$183K -1,630 -9%
JP Morgan Chase
105
JP Morgan Chase
New York
$1.9M +$1.34M +11,921 +242%
USCWA
106
U.S. Capital Wealth Advisors
Texas
$1.87M +$1.14M +10,206 +160%
FFA
107
Farther Finance Advisors
California
$1.85M -$66.5K -593 -3%
TWC
108
TD Waterhouse Canada
Ontario, Canada
$1.82M +$305K +2,723 +20%
AWM
109
Able Wealth Management
New Jersey
$1.77M +$874K +7,799 +99%
FPL
110
Fortress Private Ledger
North Carolina
$1.72M +$88.3K +788 +5%
WANY
111
Wealthspire Advisors (New York)
New York
$1.71M +$614K +5,477 +56%
VFG
112
Valley Financial Group
Pennsylvania
$1.67M -$238K -2,122 -13%
BCM
113
Beck Capital Management
Texas
$1.55M -$103K -922 -6%
TWP
114
Triad Wealth Partners
Kansas
$1.53M +$482K +4,300 +46%
ASN
115
Advisory Services Network
Georgia
$1.53M -$6.24M -55,641 -80%
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$1.53M +$846K +7,550 +125%
FFA
117
Frazier Financial Advisors
Ohio
$1.52M
PWA
118
Peterson Wealth Advisors
Utah
$1.52M +$852K +7,599 +129%
GPW
119
Gentry Private Wealth
Kansas
$1.43M -$140K -1,245 -9%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$1.42M +$184K +1,641 +15%
Focus Partners Wealth
121
Focus Partners Wealth
Massachusetts
$1.39M -$2.29M -20,430 -62%
BJL
122
Brighton Jones LLC
Washington
$1.38M
MAM
123
Morse Asset Management
Connecticut
$1.35M +$1.35M +12,000 New
KPWS
124
Kestra Private Wealth Services
Texas
$1.33M -$1.22M -10,890 -48%
SMG
125
Smart Money Group
Texas
$1.31M +$199K +1,776 +18%

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.