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Alpha Architect 1-3 Month Box ETF

222 hedge funds and large institutions have $1.37B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ES
126
ETF Store
Kansas
$1.04M
TWP
127
Triad Wealth Partners
Kansas
$1.04M
KNW
128
Kesler Norman & Wride
Utah
$1.04M
UAG
129
United Advisor Group
Ohio
$1.01M
LP
130
LGL Partners
Pennsylvania
$1M
LPFG
131
Landing Point Financial Group
Ohio
$979K
CWA
132
Continuum Wealth Advisors
New York
$961K
RFP
133
Root Financial Partners
California
$923K
UBS Group
134
UBS Group
Switzerland
$917K
SGCA
135
Steel Grove Capital Advisors
Tennessee
$911K
AI
136
Atria Investments
North Carolina
$895K
AWM
137
Able Wealth Management
New Jersey
$882K
OMC
138
Old Mission Capital
Illinois
$860K
JWM
139
Jessup Wealth Management
Ohio
$856K
SI
140
Stephens Inc
Arkansas
$781K
WMN
141
Wealth Management Nebraska
Nebraska
$741K
SCA
142
Snowden Capital Advisors
New York
$724K
USCWA
143
U.S. Capital Wealth Advisors
Texas
$711K
CWA
144
Canvas Wealth Advisors
Kansas
$672K
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$672K
SGI
146
Swan Global Investments
Colorado
$669K
PWA
147
Peterson Wealth Advisors
Utah
$655K
OPS
148
Orion Portfolio Solutions
Nebraska
$638K
BCI
149
Brinker Capital Investments
Pennsylvania
$638K
WA
150
Waverly Advisors
Alabama
$630K