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Alpha Architect 1-3 Month Box ETF

371 hedge funds and large institutions have $2.26B invested in Alpha Architect 1-3 Month Box ETF in 2026 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

67% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 99

11% more funds holding

Funds holding: 335371 (+36)

7% more capital invested

Capital invested by funds: $2.12B → $2.26B (+$145M)

1.94% less ownership

Funds ownership: 19.78%17.85% (-1.9%)

2% less funds holding in top 10

Funds holding in top 10: 4847 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.53M

Holders
371
Holders Change
+36
Holders Change %
+10.75%
% of All Funds
4.48%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
0.57%
New
61
Increased
165
Reduced
99
Closed
18
Calls
Puts
$4.53M
Net Calls
-$4.53M
Net Calls Change
-$4.53M
Name Holding Trade Value Shares
Change
Change in
Stake
RF
126
Rossby Financial
Florida
$3.76M +$879K +7,531 +31%
BP
127
BWM Planning
Texas
$3.7M +$120K +1,025 +3%
VFG
128
Valley Financial Group
Pennsylvania
$3.57M +$287K +2,460 +9%
GWM
129
Greenwich Wealth Management
Connecticut
$3.56M -$12.3K -105 -0.3%
AIS
130
Altium Investment Strategies
Florida
$3.48M +$1.31M +11,238 +61%
FF
131
Friedenthal Financial
New Jersey
$3.41M +$462K +3,958 +16%
SA
132
SFI Advisors
New Jersey
$3.4M +$1.24M +10,668 +58%
GWM
133
GK Wealth Management
Nevada
$3.26M +$3.25M +27,855 New
P
134
&Partners
Tennessee
$3.24M +$2.11M +18,091 +189%
CFD
135
Creative Financial Designs
Indiana
$3.23M +$3.22M +27,584 New
PWM
136
Perigon Wealth Management
California
$3.07M +$592K +5,075 +24%
RWP
137
Revolve Wealth Partners
New Jersey
$3.05M +$136K +1,169 +5%
LPL Financial
138
LPL Financial
California
$3.05M +$946K +8,110 +45%
WC
139
Waterloo Capital
Texas
$3M -$105K -903 -3%
Citadel Advisors
140
Citadel Advisors
Florida
$2.95M +$2.94M +25,169 New
BWM
141
BlackDiamond Wealth Management
New York
$2.85M -$103K -883 -4%
SWM
142
Stapp Wealth Management
Washington
$2.8M +$2.79M +23,903 New
MCM
143
MAI Capital Management
Ohio
$2.76M +$2.75M +23,600 New
DAS
144
Dynamic Advisor Solutions
Arizona
$2.7M +$161K +1,380 +6%
TC
145
Torno Capital
Massachusetts
$2.68M +$2.67M +22,880 New
HFA
146
Hershey Financial Advisers
Pennsylvania
$2.65M -$32.1K -275 -1%
RC
147
Resolute Capital
South Carolina
$2.59M +$939K +8,050 +57%
FFN
148
Focus Financial Network
Minnesota
$2.56M +$100K +859 +4%
VAMG
149
Voisard Asset Management Group
Michigan
$2.55M +$678K +5,806 +36%
EFG
150
Elevated Financial Group
Indiana
$2.52M -$203K -1,742 -7%

BOXX Hedge Fund Activity: Q2 2026 in Review

371 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q2 2026, worth a combined $2.26B — up 6.8% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BOXX positions and 18 closed out — a net gain of 43 holders — while 165 added to existing stakes and 99 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $34.9M. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $36M.

  • 371 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q2 2026, up from 335 in Q1 2026.
  • Funds reported $2.26B of Alpha Architect 1-3 Month Box ETF stock for Q2 2026, up 6.8% quarter-over-quarter.
  • 61 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q2 2026 and 18 closed out, a net change of +43 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q2 2026 was JP Morgan Chase, an estimated $34.9M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q2 2026 was Ashton Thomas Private Wealth, an estimated $36M sold.

Based on aggregated 13F filings for Q2 2026.