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Alpha Architect 1-3 Month Box ETF

239 hedge funds and large institutions have $1.29B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+17
Holders Change %
+7.66%
% of All Funds
3.21%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.44%
New
33
Increased
103
Reduced
71
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFC
201
Strategic Financial Concepts
Texas
$321K
Goldman Sachs
202
Goldman Sachs
New York
$316K
LC
203
Lavaca Capital
Texas
$307K +$14K +124 +5%
IA
204
IFP Advisors
Florida
$302K -$225K -2,000 -43%
PSCM
205
Per Stirling Capital Management
Texas
$296K
SWM
206
SeaCrest Wealth Management
New York
$293K
HKIMG
207
Hutchens & Kramer Investment Management Group
Indiana
$266K -$62K -550 -19%
EMAM
208
Encompass More Asset Management
California
$264K +$264K +2,344 New
W
209
WealthCollab
Washington
$254K
XPN
210
XY Planning Network
Montana
$254K +$254K +2,256 New
SOS
211
Silver Oak Securities
Tennessee
$253K +$33.4K +296 +15%
AFG
212
Atomi Financial Group
New York
$249K
HFAS
213
Hummer Financial Advisory Services
Illinois
$248K
PW
214
Paladin Wealth
Minnesota
$239K +$239K +2,118 New
SWA
215
Stratos Wealth Advisors
Ohio
$238K -$56.1K -498 -19%
First Trust Advisors
216
First Trust Advisors
Illinois
$227K +$227K +2,018 New
WS
217
Wedbush Securities
California
$220K -$97.2K -861 -31%
RWPA
218
Richard W. Paul & Associates
Michigan
$220K
GSEP
219
Golden State Equity Partners
California
$217K +$217K +1,925 New
PWA
220
Physician Wealth Advisors
Utah
$216K +$113K +1,000 +109%
Bank of America
221
Bank of America
North Carolina
$214K
FA
222
Financial Alternatives
California
$214K +$214K +1,896 New
KWA
223
Kingswood Wealth Advisors
California
$201K +$201K +1,782 New
Raymond James Financial
224
Raymond James Financial
Florida
$193K -$123K -1,092 -39%
APW
225
Atlantic Private Wealth
North Carolina
$181K +$43.3K +384 +31%