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Alpha Architect 1-3 Month Box ETF

371 hedge funds and large institutions have $2.26B invested in Alpha Architect 1-3 Month Box ETF in 2026 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

67% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 99

11% more funds holding

Funds holding: 335371 (+36)

7% more capital invested

Capital invested by funds: $2.12B → $2.26B (+$145M)

1.94% less ownership

Funds ownership: 19.78%17.85% (-1.9%)

2% less funds holding in top 10

Funds holding in top 10: 4847 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.53M

Holders
371
Holders Change
+36
Holders Change %
+10.75%
% of All Funds
4.48%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
0.57%
New
61
Increased
165
Reduced
99
Closed
18
Calls
Puts
$4.53M
Net Calls
-$4.53M
Net Calls Change
-$4.53M
Name Holding Trade Value Shares
Change
Change in
Stake
DFG
151
Dynamic Financial Group
Iowa
$2.52M +$293K +2,510 +13%
AI
152
Atria Investments
North Carolina
$2.51M +$294K +2,517 +13%
KPWS
153
Kestra Private Wealth Services
Texas
$2.5M -$5.14M -44,045 -67%
BCM
154
BluePath Capital Management
Georgia
$2.5M +$636K +5,447 +34%
BW
155
BXM Wealth
Colorado
$2.47M -$864K -7,400 -26%
AAP
156
Arax Advisory Partners
Colorado
$2.45M +$2.45M +20,966 New
SWM
157
Sherman Wealth Management
Maryland
$2.41M -$702K -6,013 -23%
IIA
158
IPG Investment Advisors
California
$2.4M +$2.03M +17,423 +574%
XPN
159
XY Planning Network
Montana
$2.37M +$13.2K +113 +0.6%
TSS
160
Two Sigma Securities
New York
$2.35M +$2.34M +20,034 New
HIGP
161
Hill Investment Group Partners
Missouri
$2.32M
WS
162
Wedbush Securities
California
$2.3M +$209K +1,793 +10%
HWM
163
HB Wealth Management
Georgia
$2.3M -$664K -5,687 -22%
JAG
164
Journey Advisory Group
Kentucky
$2.29M +$1.31M +11,217 +134%
MOS
165
MGO One Seven
Ohio
$2.28M +$126K +1,077 +6%
MAM
166
Morse Asset Management
Connecticut
$2.27M +$440K +3,771 +24%
SC
167
Schiavi & Co
Delaware
$2.27M
JWM
168
JPL Wealth Management
Colorado
$2.27M +$1.05M +8,982 +87%
SAI
169
Savvy Advisors Inc
New York
$2.26M +$687K +5,891 +44%
TWC
170
TD Waterhouse Canada
Ontario, Canada
$2.2M +$101K +868 +5%
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$2.15M +$416K +3,562 +24%
MCC
172
Money Concepts Capital
Florida
$1.99M +$650K +5,573 +49%
BCM
173
Beck Capital Management
Texas
$1.93M +$151K +1,295 +9%
CCM
174
Coldstream Capital Management
Washington
$1.91M +$230K +1,973 +14%
RSWM
175
Robertson Stephens Wealth Management
California
$1.89M -$117K -1,000 -6%

BOXX Hedge Fund Activity: Q2 2026 in Review

371 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q2 2026, worth a combined $2.26B — up 6.8% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BOXX positions and 18 closed out — a net gain of 43 holders — while 165 added to existing stakes and 99 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $34.9M. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $36M.

  • 371 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q2 2026, up from 335 in Q1 2026.
  • Funds reported $2.26B of Alpha Architect 1-3 Month Box ETF stock for Q2 2026, up 6.8% quarter-over-quarter.
  • 61 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q2 2026 and 18 closed out, a net change of +43 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q2 2026 was JP Morgan Chase, an estimated $34.9M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q2 2026 was Ashton Thomas Private Wealth, an estimated $36M sold.

Based on aggregated 13F filings for Q2 2026.