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Alpha Architect 1-3 Month Box ETF
BOXX

Overview Fund Activity

222 hedge funds and large institutions have $1.37B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+15
Holders Change %
+7.25%
% of All Funds
3.02%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.34%
New
33
Increased
102
Reduced
57
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFIM
Client First Investment Management
Wisconsin
+$29.3M
2
Renaissance Technologies
Renaissance Technologies
New York
+$22.4M
3
EF
Empowered Funds
Pennsylvania
+$20M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$19.1M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$17.1M

Top Sellers

1
LP
LGL Partners
Pennsylvania
-$41.9M
2
Mariner
Mariner
Kansas
-$16.6M
3
OMC
Old Mission Capital
Illinois
-$10.6M
4
CPIG
Chicago Partners Investment Group
Illinois
-$8.91M
5
GI
Gradient Investments
Minnesota
-$7.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
176
Parkwoods Wealth Partners
New York
$351K +$351K +3,148 New
VFA
177
Valeo Financial Advisors
Indiana
$348K +$348K +3,122 New
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$346K -$353K -3,227 -51%
XT
179
XTX Topco
Cayman Islands
$337K +$337K +3,024 New
BPA
180
Beacon Pointe Advisors
California
$335K +$112K +1,000 +50%
Vontobel Holding
181
Vontobel Holding
Switzerland
$334K – – –
TFS
182
Thoroughbred Financial Services
Tennessee
$329K -$24.3K -218 -7%
HKIMG
183
Hutchens & Kramer Investment Management Group
Indiana
$324K +$324K +2,910 New
HAM
184
Harmony Asset Management
Arizona
$318K – – –
SFC
185
Strategic Financial Concepts
Texas
$318K – – –
WS
186
Wedbush Securities
California
$313K -$106K -950 -25%
Raymond James Financial
187
Raymond James Financial
Florida
$313K +$78K +700 +33%
Goldman Sachs
188
Goldman Sachs
New York
$312K – – –
Creative Planning
189
Creative Planning
Kansas
$308K +$51.1K +458 +20%
Corient Private Wealth
190
Corient Private Wealth
Florida
$295K – – –
PSCM
191
Per Stirling Capital Management
Texas
$293K – – –
SWA
192
Stratos Wealth Advisors
Ohio
$291K -$180K -1,614 -38%
SWM
193
SeaCrest Wealth Management
New York
$290K – – –
LC
194
Lavaca Capital
Texas
$290K -$364K -3,267 -56%
ACP
195
Arcus Capital Partners
Georgia
$256K +$256K +2,300 New
W
196
WealthCollab
Washington
$252K +$252K +2,258 New
GWM
197
GK Wealth Management
Nevada
$252K +$252K +2,258 New
AWS
198
Atria Wealth Solutions
New York
$249K +$249K +2,235 New
AFG
199
Atomi Financial Group
New York
$246K -$183K -1,642 -43%
HFAS
200
Hummer Financial Advisory Services
Illinois
$245K +$245K +2,200 New
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