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Alpha Architect 1-3 Month Box ETF

243 hedge funds and large institutions have $1.31B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

47% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 72

31% more funds holding in top 10

Funds holding in top 10: 2634 (+8)

8% more funds holding

Funds holding: 226243 (+17)

4.72% less ownership

Funds ownership: 24.09%19.38% (-4.7%)

5% less capital invested

Capital invested by funds: $1.38B → $1.31B (-$70.3M)

Holders
243
Holders Change
+17
Holders Change %
+7.52%
% of All Funds
3.2%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.45%
New
33
Increased
106
Reduced
72
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SGCA
151
Steel Grove Capital Advisors
Tennessee
$921K
CL
152
CLG LLC
California
$892K -$384K -3,425 -30%
SWA
153
Sax Wealth Advisors
New Jersey
$887K +$882K +7,873 New
JWM
154
Jessup Wealth Management
Ohio
$865K
SW
155
SteelPeak Wealth
California
$837K -$648K -5,779 -44%
KF
156
KKM Financial
Illinois
$831K +$827K +7,375 New
KNW
157
Kesler Norman & Wride
Utah
$821K -$224K -2,000 -22%
ACP
158
Arcus Capital Partners
Georgia
$811K +$549K +4,900 +213%
IC
159
Innealta Capital
Texas
$782K +$778K +6,944 New
HF
160
HRT Financial
New York
$757K +$754K +6,726 New
Wolverine Trading
161
Wolverine Trading
Illinois
$756K -$2.36M -21,046 -76%
BW
162
BXM Wealth
Colorado
$743K -$420K -3,745 -36%
SCA
163
Snowden Capital Advisors
New York
$731K
FWM
164
Fortress Wealth Management
California
$704K +$224K +2,000 +47%
CIAS
165
Capital Investment Advisory Services
North Carolina
$679K +$435K +3,880 +180%
AAS
166
Avantax Advisory Services
Texas
$641K +$638K +5,688 New
FA
167
Fermata Advisors
California
$627K +$202K +1,800 +48%
MCA
168
Magnolia Capital Advisors
Mississippi
$592K +$56K +500 +11%
TF
169
TME Financial
California
$591K -$25.4K -227 -4%
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$581K +$223K +1,994 +63%
RWM
171
Revisor Wealth Management
Ohio
$571K +$567K +5,062 New
BW
172
BIP Wealth
Georgia
$541K +$4.59K +41 +0.9%
HI
173
Harbour Investments
Wisconsin
$539K +$93K +830 +21%
CF
174
Centaurus Financial
California
$529K +$526K +4,692 New
VF
175
Vestment Financial
Minnesota
$524K +$9.75K +87 +2%

BOXX Hedge Fund Activity: Q2 2025 in Review

243 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q2 2025, worth a combined $1.31B — down 5.1% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BOXX positions and 13 closed out — a net gain of 20 holders — while 106 added to existing stakes and 72 trimmed.

The largest buyer was Titleist Asset Management, opening a new position worth an estimated $23.2M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $115M sold.

  • 243 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q2 2025, up from 226 in Q1 2025.
  • Funds reported $1.31B of Alpha Architect 1-3 Month Box ETF stock for Q2 2025, down 5.1% quarter-over-quarter.
  • 33 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q2 2025 and 13 closed out, a net change of +20 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q2 2025 was Titleist Asset Management, an estimated $23.2M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q2 2025 was Renaissance Technologies, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2025.