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Alpha Architect 1-3 Month Box ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
201
Capital Investment Advisory Services
North Carolina
$240K
AWM
202
Apollon Wealth Management
South Carolina
$219K -$719K -6,447 -77%
RWPA
203
Richard W. Paul & Associates
Michigan
$217K
SOS
204
Silver Oak Securities
Tennessee
$217K +$217K +1,946 New
TC
205
TownSquare Capital
Utah
$214K +$214K +1,915 New
Bank of America
206
Bank of America
North Carolina
$212K -$956K -8,575 -82%
NPI
207
New Perspectives Inc
Mississippi
$201K +$201K +1,800 New
APW
208
Atlantic Private Wealth
North Carolina
$136K +$100K +900 +278%
WIM
209
Westside Investment Management
California
$134K +$11.1K +100 +9%
PS
210
Principal Securities
Iowa
$110K
PWA
211
Physician Wealth Advisors
Utah
$102K -$2.01K -18 -2%
AF
212
Allworth Financial
California
$64.3K
SAM
213
Smartleaf Asset Management
Massachusetts
$29.2K +$29.2K +262 New
KPP
214
Kings Path Partners
Texas
$24.2K
AWM
215
AE Wealth Management
Kansas
$20.3K
CPG
216
Cornerstone Planning Group
New Jersey
$20.1K +$10.1K +90 +100%
HBW
217
Hazlett, Burt & Watson
West Virginia
$16K -$47.5K -416 -75%
AssetMark Inc
218
AssetMark Inc
California
$14.2K -$19.5K -175 -58%
MFS
219
Mattson Financial Services
Michigan
$9.25K +$9.25K +83 New
WFA
220
Wells Financial Advisors
Massachusetts
$3.68K
S
221
SignatureFD
Georgia
$3.35K
CA
222
Continuum Advisory
Idaho
$2.23K
CPIG
223
Chicago Partners Investment Group
Illinois
-$8.91M -80,696 Closed
AAS
224
Ameritas Advisory Services
Nebraska
-$3.68M -33,344 Closed
WPC
225
Wedmont Private Capital
Pennsylvania
-$2.65M -23,953 Closed