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Alpha Architect 1-3 Month Box ETF

169 hedge funds and large institutions have $1.06B invested in Alpha Architect 1-3 Month Box ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+15
Holders Change %
+9.74%
% of All Funds
2.44%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
32
Increased
76
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
151
Evergreen Capital Management
Washington
$207K +$207K +1,900 New
WANY
152
Wealthspire Advisors (New York)
New York
$206K +$206K +1,892 New
TCG
153
Transcendent Capital Group
Oklahoma
$185K -$532K -4,884 -74%
Comerica Bank
154
Comerica Bank
Texas
$163K +$163K +1,500 New
VAMG
155
Voisard Asset Management Group
Michigan
$160K +$160K +1,472 New
RWPA
156
Richard W. Paul & Associates
Michigan
$150K +$20.7K +190 +16%
WIM
157
Westside Investment Management
California
$119K +$119K +1,100 New
PS
158
Principal Securities
Iowa
$109K +$109K +1,000 New
AF
159
Allworth Financial
California
$103K
CP
160
Castleview Partners
Texas
$102K -$7.43M -68,243 -99%
Morgan Stanley
161
Morgan Stanley
New York
$51.9K -$19.2M -175,931 -100%
KPP
162
Kings Path Partners
Texas
$50.9K
AssetMark Inc
163
AssetMark Inc
California
$32.9K
TRCT
164
Tower Research Capital (TRC)
New York
$29K +$29K +266 New
APW
165
Atlantic Private Wealth
North Carolina
$22.2K +$22.2K +204 New
AWM
166
Avior Wealth Management
Nebraska
$4.25K -$2.72K -25 -39%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$3.7K +$3.7K +34 New
WFA
168
Wells Financial Advisors
Massachusetts
$3.6K
CA
169
Continuum Advisory
Idaho
$2.19K +$2.19K +20 New
DFCM
170
Dark Forest Capital Management
Puerto Rico
-$5.8M -53,833 Closed
IWP
171
Innova Wealth Partners
Pennsylvania
-$3.4M -31,554 Closed
WP
172
WealthPLAN Partners
Nebraska
-$3.18M -29,521 Closed
AAS
173
Ameritas Advisory Services
Nebraska
-$2.41M -22,366 Closed
Focus Partners Wealth
174
Focus Partners Wealth
Massachusetts
-$533K -4,940 Closed
MPCL
175
My Personal CFO LLC
Washington
-$387K -3,591 Closed