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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
Morgan Stanley
176
Morgan Stanley
New York
$522K -$15.8M -141,093 -97%
TFA
177
Teamwork Financial Advisors
Texas
$514K
OMC
178
Old Mission Capital
Illinois
$512K -$356K -3,172 -41%
VFA
179
Valeo Financial Advisors
Indiana
$498K +$146K +1,300 +42%
PWP
180
Parkwoods Wealth Partners
New York
$495K +$140K +1,248 +40%
CIAS
181
CFS Investment Advisory Services
New Jersey
$472K
CIA
182
Concurrent Investment Advisors
Florida
$466K +$464K +4,137 New
VT
183
Vise Technologies
New York
$445K +$443K +3,948 New
KG
184
Kilter Group
New York
$431K -$165K -1,469 -28%
SA
185
SFI Advisors
New Jersey
$431K +$429K +3,823 New
OFS
186
OneAscent Financial Services
Alabama
$428K +$425K +3,795 New
BCI
187
Brinker Capital Investments
Pennsylvania
$426K -$218K -1,943 -34%
FFM
188
Forum Financial Management
Illinois
$425K
LWA
189
LifeGoal Wealth Advisors
New York
$418K -$108K -962 -21%
GWM
190
Greenwich Wealth Management
Connecticut
$415K +$21K +187 +5%
LKBC
191
L.K. Benson & Company
Maryland
$403K +$10.4K +93 +3%
SPWM
192
Straight Path Wealth Management
Michigan
$391K -$110K -979 -22%
SI
193
Seeds Investor
New York
$380K -$118K -1,056 -24%
LFG
194
Larson Financial Group
Missouri
$374K -$184K -1,640 -33%
CCM
195
Condor Capital Management
New Jersey
$366K -$112 -1 -0%
MFT
196
Moisand Fitzgerald Tamayo
Florida
$360K
SCA
197
Sippican Capital Advisors
Massachusetts
$359K -$1.74M -15,494 -83%
XT
198
XTX Topco
Cayman Islands
$355K +$14.6K +130 +4%
WA
199
Waverly Advisors
Alabama
$348K -$287K -2,557 -45%
BPA
200
Beacon Pointe Advisors
California
$339K

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.