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Alpha Architect 1-3 Month Box ETF

296 hedge funds and large institutions have $1.84B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

56% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 84

39% more funds holding in top 10

Funds holding in top 10: 2839 (+11)

28% more capital invested

Capital invested by funds: $1.44B → $1.84B (+$399M)

12% more funds holding

Funds holding: 264296 (+32)

2.07% more ownership

Funds ownership: 17.78%19.85% (+2.1%)

Holders
296
Holders Change
+32
Holders Change %
+12.12%
% of All Funds
3.6%
Holding in Top 10
39
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+39.29%
% of All Funds
0.47%
New
55
Increased
131
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIGP
101
Hill Investment Group Partners
Missouri
$3.61M +$1M +8,743 +39%
PFS
102
Prospera Financial Services
Texas
$3.61M -$24.6K -215 -0.7%
BFG
103
Beacon Financial Group
Texas
$3.6M -$407K -3,557 -10%
QCM
104
Quantinno Capital Management
New York
$3.55M +$1.5M +13,104 +74%
BP
105
BWM Planning
Texas
$3.51M +$2.98K +26 +0.1%
WMN
106
Wealth Management Nebraska
Nebraska
$3.49M +$222K +1,939 +7%
BW
107
BXM Wealth
Colorado
$3.25M +$32.9M +287,172 +3,832%
GWM
108
GK Wealth Management
Nevada
$3.22M -$21.7K -190 -0.7%
VT
109
Vise Technologies
New York
$3.17M +$2.55M +22,260 +423%
WDL
110
Well Done LLC
Michigan
$3.16M +$718K +6,278 +30%
BAM
111
Belpointe Asset Management
Nevada
$3.15M +$1.2M +10,469 +62%
HWM
112
HB Wealth Management
Georgia
$3.13M -$983K -8,594 -24%
BWM
113
BlackDiamond Wealth Management
New York
$3.04M -$721K -6,305 -19%
Stifel Financial
114
Stifel Financial
Missouri
$2.95M +$581K +5,080 +25%
IC
115
IEQ Capital
California
$2.95M +$2.93M +25,599 New
FFN
116
Focus Financial Network
Minnesota
$2.94M -$801 -7 -0%
JAG
117
Journey Advisory Group
Kentucky
$2.69M -$114K -1,000 -4%
CCM
118
Coldstream Capital Management
Washington
$2.66M +$2.65M +23,135 New
DAS
119
Dynamic Advisor Solutions
Arizona
$2.65M -$50.1K -438 -2%
LWA
120
LifeGoal Wealth Advisors
New York
$2.51M +$2.07M +18,086 +522%
KPP
121
Kings Path Partners
Texas
$2.28M +$2.19M +19,175 +2,910%
SC
122
Schiavi & Co
Delaware
$2.23M +$1.19M +10,374 +115%
PCA
123
Pallas Capital Advisors
Massachusetts
$2.23M -$314K -2,742 -12%
FDS
124
Freedom Day Solutions
Texas
$2.19M
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$2.18M +$295K +2,577 +16%