Alpha Architect 1-3 Month Box ETF
BOXX
156 hedge funds and large institutions have $971M invested in Alpha Architect 1-3 Month Box ETF in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 73 increasing their positions, 15 reducing their positions, and 6 closing their positions.
783% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 6
387% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 15
64% more capital invested
Capital invested by funds: $590M → $971M (+$381M)
43% more funds holding
Funds holding: 109 → 156 (+47)
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
0.91% more ownership
Funds ownership: 29.94% → 30.84% (+0.91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
LGL Partners
Philadelphia,
Pennsylvania
|
+$69.5M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$62.6M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$31.2M |
| 4 |
WH
Whitcomb & Hess
Ashland,
Ohio
|
+$22.8M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$20.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$7.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.2M |
| 3 |
CFIM
Client First Investment Management
West Bend,
Wisconsin
|
-$2.99M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.38M |
| 5 |
TSS
Two Sigma Securities
New York
|
-$993K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
AssetMark Inc
Concord,
California
| $32.6K | – | – | – |
|
|
PCM
152
Penserra Capital Management
Orinda,
California
| $8K | +$214 | +2 | +3% |
|
|
AWM
153
Avior Wealth Management
Omaha,
Nebraska
| $6.9K | – | – | – |
|
|
SFC
154
Strategic Financial Concepts
San Antonio,
Texas
| $5.42K | +$62.6M | +584,148 | +17,568% |
|
|
WFA
155
Wells Financial Advisors
Framingham,
Massachusetts
| $3.56K | – | – | – |
|
|
WOC
156
West Oak Capital
Westlake Village,
California
| $3.13K | +$3.11K | +29 | New |
|
|
TSS
157
Two Sigma Securities
New York
| – | -$993K | -9,326 | Closed |
|
|
TFA
158
Teamwork Financial Advisors
San Antonio,
Texas
| – | -$592K | -5,559 | Closed |
|
|
B
159
Bellecapital
Zurich,
Switzerland
| – | -$557K | -5,230 | Closed |
|
|
MCA
160
Magnolia Capital Advisors
Jackson,
Mississippi
| – | -$507K | -4,750 | Closed |
|
|
ISL
161
Ingalls & Snyder LLC
New York
| – | -$202K | -1,900 | Closed |
|
|
BBPWM
162
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$31.9K | -300 | Closed |
|
BOXX Hedge Fund Activity: Q2 2024 in Review
156 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q2 2024, worth a combined $971M — up 64% from $590M a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new BOXX positions and 6 closed out — a net gain of 47 holders — while 73 added to existing stakes and 15 trimmed.
The largest buyer was LGL Partners, opening a new position worth an estimated $69.5M. The largest seller was Empowered Funds, cutting an estimated $7.9M.
- 156 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q2 2024, up from 109 in Q1 2024.
- Funds reported $971M of Alpha Architect 1-3 Month Box ETF stock for Q2 2024, up 64% quarter-over-quarter.
- 53 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q2 2024 and 6 closed out, a net change of +47 holders.
- The largest Alpha Architect 1-3 Month Box ETF buyer in Q2 2024 was LGL Partners, an estimated $69.5M added.
- The largest Alpha Architect 1-3 Month Box ETF seller in Q2 2024 was Empowered Funds, an estimated $7.9M sold.
Based on aggregated 13F filings for Q2 2024.