Alpha Architect 1-3 Month Box ETF
BOXX
172 hedge funds and large institutions have $1.08B invested in Alpha Architect 1-3 Month Box ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 37 reducing their positions, and 15 closing their positions.
120% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 15
111% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 37
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
11% more capital invested
Capital invested by funds: $971M → $1.08B (+$107M)
10% more funds holding
Funds holding: 156 → 172 (+16)
3.83% less ownership
Funds ownership: 30.84% → 27.01% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$53.5M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$39.9M |
| 3 |
MG
Marex Group
London,
|
+$16.4M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$15.4M |
| 5 |
Jane Street
New York
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$82.4M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$63.3M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$21M |
| 4 |
Morgan Stanley
New York
|
-$19.1M |
| 5 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$14.2M |
BOXX Hedge Fund Activity: Q3 2024 in Review
172 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q3 2024, worth a combined $1.08B — up 11% from $971M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new BOXX positions and 15 closed out — a net gain of 18 holders — while 78 added to existing stakes and 37 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $53.5M. The largest seller was Empowered Funds, cutting an estimated $82.4M.
- 172 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q3 2024, up from 156 in Q2 2024.
- Funds reported $1.08B of Alpha Architect 1-3 Month Box ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 33 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q3 2024 and 15 closed out, a net change of +18 holders.
- The largest Alpha Architect 1-3 Month Box ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $53.5M added.
- The largest Alpha Architect 1-3 Month Box ETF seller in Q3 2024 was Empowered Funds, an estimated $82.4M sold.
Based on aggregated 13F filings for Q3 2024.