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Alpha Architect 1-3 Month Box ETF

264 hedge funds and large institutions have $1.44B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 126 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

85% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 68

10% more capital invested

Capital invested by funds: $1.31B → $1.44B (+$134M)

9% more funds holding

Funds holding: 243264 (+21)

1.59% less ownership

Funds ownership: 19.38%17.78% (-1.6%)

18% less funds holding in top 10

Funds holding in top 10: 3428 (-6)

Holders
264
Holders Change
+21
Holders Change %
+8.64%
% of All Funds
3.47%
Holding in Top 10
28
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.65%
% of All Funds
0.37%
New
38
Increased
126
Reduced
68
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
151
Thoroughbred Financial Services
Tennessee
$1.01M -$130K -1,150 -11%
PWP
152
Parkwoods Wealth Partners
New York
$1M +$502K +4,429 +101%
CG
153
Castellan Group
Kentucky
$968K -$4.07M -35,900 -81%
KG
154
Kilter Group
New York
$948K +$510K +4,501 +118%
HI
155
Harbour Investments
Wisconsin
$940K +$393K +3,473 +73%
CWA
156
Canvas Wealth Advisors
Kansas
$923K -$104K -916 -10%
SGCA
157
Steel Grove Capital Advisors
Tennessee
$921K
SWA
158
Sax Wealth Advisors
New Jersey
$895K -$1.25K -11 -0.1%
MG
159
Marex Group
$888K +$883K +7,800 New
FA
160
Fermata Advisors
California
$881K +$246K +2,173 +39%
JWM
161
Jessup Wealth Management
Ohio
$874K
NFA
162
Northern Financial Advisors
Michigan
$871K +$867K +7,653 New
KNW
163
Kesler Norman & Wride
Utah
$848K +$45.6K +403 +6%
SW
164
SteelPeak Wealth
California
$846K
CL
165
CLG LLC
California
$831K -$70.2K -620 -8%
VF
166
Vestment Financial
Minnesota
$811K +$279K +2,467 +53%
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$807K +$803K +7,092 New
WS
168
Wedbush Securities
California
$780K +$555K +4,904 +252%
OFS
169
OneAscent Financial Services
Alabama
$762K +$328K +2,900 +76%
FWM
170
Fortress Wealth Management
California
$761K +$49.9K +441 +7%
RCWM
171
Red Crane Wealth Management
California
$759K +$755K +6,669 New
WMA
172
West Michigan Advisors
Michigan
$745K +$741K +6,542 New
SCA
173
Snowden Capital Advisors
New York
$739K
OAS
174
Optivise Advisory Services
Tennessee
$735K -$2.96M -26,110 -80%
DA
175
Detalus Advisors
Missouri
$730K +$726K +6,410 New

BOXX Hedge Fund Activity: Q3 2025 in Review

264 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q3 2025, worth a combined $1.44B — up 10% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BOXX positions and 13 closed out — a net gain of 25 holders — while 126 added to existing stakes and 68 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $23.1M. The largest seller was Empowered Funds, cutting an estimated $24.4M.

  • 264 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q3 2025, up from 243 in Q2 2025.
  • Funds reported $1.44B of Alpha Architect 1-3 Month Box ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 38 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q3 2025 and 13 closed out, a net change of +25 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q3 2025 was HighTower Advisors, an estimated $23.1M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q3 2025 was Empowered Funds, an estimated $24.4M sold.

Based on aggregated 13F filings for Q3 2025.