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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 %
HAM
126
Harmony Asset Management
Arizona
$313K +$79.8K +740 +34%
MW
127
Marcum Wealth
Ohio
$304K +$304K +2,816 New
Goldman Sachs
128
Goldman Sachs
New York
$302K
LC
129
Lavaca Capital
Texas
$299K +$299K +2,769 New
PSCM
130
Per Stirling Capital Management
Texas
$284K +$284K +2,630 New
SWM
131
SeaCrest Wealth Management
New York
$280K
Osaic Holdings
132
Osaic Holdings
Arizona
$262K -$882K -8,178 -77%
SPWM
133
Straight Path Wealth Management
Michigan
$260K +$260K +2,412 New
Corient Private Wealth
134
Corient Private Wealth
Florida
$258K +$5.07K +47 +2%
SI
135
Stephens Inc
Arkansas
$254K +$21.6K +200 +9%
SWA
136
Stratos Wealth Advisors
Ohio
$251K +$251K +2,332 New
MWP
137
Meridian Wealth Partners
Pennsylvania
$251K +$251K +2,325 New
TAM
138
Titleist Asset Management
Texas
$250K +$250K +2,320 New
HFAS
139
Hummer Financial Advisory Services
Illinois
$237K
CIAS
140
Capital Investment Advisory Services
North Carolina
$232K +$232K +2,150 New
FFA
141
Farther Finance Advisors
California
$228K +$228K +2,110 New
MWM
142
Magnolia Wealth Management
Alabama
$226K +$226K +2,093 New
OFA
143
Oak Family Advisors
Illinois
$226K +$226K +2,092 New
SPA
144
Shore Point Advisors
New Jersey
$219K +$219K +2,027 New
BPA
145
Beacon Pointe Advisors
California
$216K +$216K +2,000 New
RWPA
146
Richard W. Paul & Associates
Michigan
$128K +$76.4K +709 +149%
AF
147
Allworth Financial
California
$103K +$103K +950 New
KPP
148
Kings Path Partners
Texas
$50.4K +$50.4K +467 New
AssetMark Inc
149
AssetMark Inc
California
$32.6K
PCM
150
Penserra Capital Management
California
$8K +$216 +2 +3%