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Alpha Architect 1-3 Month Box ETF

296 hedge funds and large institutions have $1.84B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

56% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 84

39% more funds holding in top 10

Funds holding in top 10: 2839 (+11)

28% more capital invested

Capital invested by funds: $1.44B → $1.84B (+$399M)

12% more funds holding

Funds holding: 264296 (+32)

2.07% more ownership

Funds ownership: 17.78%19.85% (+2.1%)

Holders
296
Holders Change
+32
Holders Change %
+12.12%
% of All Funds
3.6%
Holding in Top 10
39
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+39.29%
% of All Funds
0.47%
New
55
Increased
131
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
151
SFI Advisors
New Jersey
$1.47M -$1.95K -17 -0.1%
VFG
152
Valley Financial Group
Pennsylvania
$1.47M -$91.5K -800 -6%
OWM
153
OneAscent Wealth Management
Alabama
$1.45M +$1.17M +10,268 +439%
RWM
154
Revisor Wealth Management
Ohio
$1.44M +$752K +6,575 +111%
DFG
155
Dynamic Financial Group
Iowa
$1.43M +$1.42M +12,433 New
Corient Private Wealth
156
Corient Private Wealth
Florida
$1.43M +$1.42M +12,390 New
ES
157
ETF Store
Kansas
$1.39M -$14.2K -124 -1%
Bank of America
158
Bank of America
North Carolina
$1.38M +$1.16M +10,125 +533%
MCA
159
Magnolia Capital Advisors
Mississippi
$1.33M +$151K +1,319 +13%
SMG
160
Smart Money Group
Texas
$1.29M -$3.78K -33 -0.3%
IFG
161
Independent Financial Group
California
$1.28M +$172K +1,505 +16%
Morgan Stanley
162
Morgan Stanley
New York
$1.28M -$34.4K -301 -3%
CWA
163
Continuum Wealth Advisors
New York
$1.27M +$161K +1,405 +15%
UAG
164
United Advisor Group
Ohio
$1.26M +$49.3K +431 +4%
BCM
165
Beck Capital Management
Texas
$1.25M -$255K -2,228 -17%
SGI
166
Swan Global Investments
Colorado
$1.24M -$217K -1,900 -15%
SI
167
Seeds Investor
New York
$1.24M -$177K -1,549 -13%
VAMG
168
Voisard Asset Management Group
Michigan
$1.22M +$500K +4,372 +70%
SAM
169
SVRN Asset Management
Texas
$1.21M +$1.21M +10,541 New
PWP
170
Parkwoods Wealth Partners
New York
$1.12M +$104K +906 +10%
BB
171
Busey Bank
Illinois
$1.1M
LPFG
172
Landing Point Financial Group
Ohio
$1.1M -$98.9K -864 -8%
CIA
173
Concurrent Investment Advisors
Florida
$1.09M +$709K +6,199 +189%
KNW
174
Kesler Norman & Wride
Utah
$1.09M +$205K +1,795 +23%
RFP
175
Root Financial Partners
California
$1.07M