Alpha Architect 1-3 Month Box ETF
BOXX
7 hedge funds and large institutions have $130M invested in Alpha Architect 1-3 Month Box ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
621% more capital invested
Capital invested by funds: $18M → $130M (+$112M)
600% more funds holding
Funds holding: 1 → 7 (+6)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
89.62% more ownership
Funds ownership: 0% → 89.62% (+90%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$96.6M |
| 2 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$11.5M |
| 3 |
TWD
True Wealth Design
Akron,
Ohio
|
+$1.44M |
| 4 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
+$452K |
| 5 |
BWM
BlackDiamond Wealth Management
New York
|
+$444K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empowered Funds
Havertown,
Pennsylvania
| $97.2M | +$96.6M | +960,000 | New |
|
|
IA
2
Insight Advisors
Newtown,
Pennsylvania
| $29.7M | +$11.5M | +114,051 | +63% |
|
|
TWD
3
True Wealth Design
Akron,
Ohio
| $1.45M | +$1.44M | +14,324 | New |
|
|
EF
4
Empirical Finance
Havertown,
Pennsylvania
| $455K | +$452K | +4,492 | New |
|
|
BWM
5
BlackDiamond Wealth Management
New York
| $447K | +$444K | +4,406 | New |
|
6
Wolverine Trading
Chicago,
Illinois
| $422K | +$420K | +4,172 | New |
|
7
UBS Group
Zurich,
Switzerland
| $36.8K | +$36.6K | +364 | New |
|
BOXX Hedge Fund Activity: Q1 2023 in Review
7 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q1 2023, worth a combined $130M — up 621% from $18M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BOXX positions and 0 closed out — a net gain of 6 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Empowered Funds, opening a new position worth an estimated $96.6M.
- 7 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q1 2023, up from 1 in Q4 2022.
- Funds reported $130M of Alpha Architect 1-3 Month Box ETF stock for Q1 2023, up 621% quarter-over-quarter.
- 6 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q1 2023 and 0 closed out, a net change of +6 holders.
- The largest Alpha Architect 1-3 Month Box ETF buyer in Q1 2023 was Empowered Funds, an estimated $96.6M added.
Based on aggregated 13F filings for Q1 2023.