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Alpha Architect 1-3 Month Box ETF

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: 243264 (+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: 3428 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
201
Mattson Financial Services
Michigan
$428K +$426K +3,759 New
PFA
202
Professional Financial Advisors
Nebraska
$424K +$422K +3,723 New
FAM
203
Formidable Asset Management
Ohio
$417K +$420K +3,704 New
MWM
204
McMill Wealth Management
Nebraska
$414K +$412K +3,638 New
LKBC
205
L.K. Benson & Company
Maryland
$410K +$2.94K +26 +0.7%
P
206
&Partners
Tennessee
$407K +$181K +1,597 New
BCI
207
Brinker Capital Investments
Pennsylvania
$405K -$25.9K -229 -6%
WPC
208
Wedmont Private Capital
Pennsylvania
$401K +$399K +3,523 New
LWA
209
LifeGoal Wealth Advisors
New York
$395K -$28.2K -249 -7%
TSS
210
Two Sigma Securities
New York
$395K +$392K +3,465 New
FCG
211
Fielder Capital Group
Tennessee
$385K +$383K +3,381 New
LC
212
Lavaca Capital
Texas
$378K +$67.7K +598 +22%
CIA
213
Concurrent Investment Advisors
Florida
$374K -$96.3K -850 -21%
IC
214
Innealta Capital
Texas
$374K -$415K -3,660 -53%
CCM
215
Condor Capital Management
New Jersey
$372K +$2.15K +19 +0.6%
SOS
216
Silver Oak Securities
Tennessee
$362K +$106K +938 +42%
IIA
217
IPG Investment Advisors
California
$361K +$359K +3,167 New
Raymond James Financial
218
Raymond James Financial
Florida
$357K +$161K +1,419 +83%
VFA
219
Valeo Financial Advisors
Indiana
$355K -$147K -1,300 -29%
XT
220
XTX Topco
Cayman Islands
$354K -$4.76K -42 -1%
BPA
221
Beacon Pointe Advisors
California
$342K
Vontobel Holding
222
Vontobel Holding
Switzerland
$342K
OPOWM
223
One Plus One Wealth Management
Florida
$333K -$905K -7,990 -73%
HAM
224
Harmony Asset Management
Arizona
$325K -$453 -4 -0.1%
SFC
225
Strategic Financial Concepts
Texas
$325K

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.