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Alpha Architect 1-3 Month Box ETF
BOXX

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: 243 → 264 (+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: 34 → 28 (-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
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$23.1M
2
KCM
Kathmere Capital Management
Pennsylvania
+$20M
3
PWA
Peterson Wealth Advisors
Utah
+$14.3M
4
SS
Sunbelt Securities
Texas
+$14.2M
5
Mariner
Mariner
Kansas
+$13.8M

Top Sellers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
-$24.4M
2
AIP
Almanack Investment Partners
Pennsylvania
-$17.2M
3
CFIM
Client First Investment Management
Wisconsin
-$8.37M
4
IA
IFG Advisors
Missouri
-$7.41M
5
LA
Lifeworks Advisors
Michigan
-$5.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
176
Straight Path Wealth Management
Michigan
$727K +$330K +2,915 +84%
CF
177
Centaurus Financial
California
$717K +$182K +1,604 +34%
CIAS
178
Capital Investment Advisory Services
North Carolina
$715K +$28.3K +250 +4%
VAMG
179
Voisard Asset Management Group
Michigan
$712K +$709K +6,257 New
AWM
180
Accurate Wealth Management
Florida
$710K +$706K +6,230 New
RWM
181
Revisor Wealth Management
Ohio
$674K +$96.9K +856 +17%
TC
182
Torno Capital
Massachusetts
$647K -$1.32M -11,670 -67%
GSEP
183
Golden State Equity Partners
California
$646K +$425K +3,750 +195%
BW
184
BXM Wealth
Colorado
$609K +$102K +905 +14%
VT
185
Vise Technologies
New York
$599K +$148K +1,310 +33%
TF
186
TME Financial
California
$586K -$11.3K -100 -2%
EMAM
187
Encompass More Asset Management
California
$556K +$287K +2,537 +108%
SQA
188
Simon Quick Advisors
New Jersey
$553K -$730K -6,443 -57%
BW
189
BIP Wealth
Georgia
$548K +$1.36K +12 +0.3%
Citadel Advisors
190
Citadel Advisors
Florida
$547K -$510K -4,507 -48%
HCM
191
Howard Capital Management
Georgia
$538K +$536K +4,729 New
KWA
192
Kingswood Wealth Advisors
California
$532K +$328K +2,892 +162%
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$524K -$906K -8,003 -63%
SA
194
Sovran Advisors
California
$510K +$506K +4,467 New
CWM
195
Collaborative Wealth Management
Florida
$501K +$499K +4,402 New
CIAS
196
CFS Investment Advisory Services
New Jersey
$478K – – –
CPCM
197
Cardinal Point Capital Management
Ontario, Canada
$461K +$458K +4,045 New
ZI
198
ZEGA Investments
Florida
$451K +$448K +3,959 New
ACP
199
Arcus Capital Partners
Georgia
$433K -$385K -3,400 -47%
FFM
200
Forum Financial Management
Illinois
$430K – – –
6 7
8
9 10

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.