Alpha Architect 1-3 Month Box ETF
BOXX
17 hedge funds and large institutions have $264M invested in Alpha Architect 1-3 Month Box ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
143% more funds holding
Funds holding: 7 → 17 (+10)
103% more capital invested
Capital invested by funds: $130M → $264M (+$134M)
15.99% more ownership
Funds ownership: 89.62% → 105.61% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWD
True Wealth Design
Akron,
Ohio
|
+$23.6M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$4.2M |
| 3 |
SWM
Seed Wealth Management
Evanston,
Illinois
|
+$2.15M |
| 4 |
BWM
BlackDiamond Wealth Management
New York
|
+$1.27M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$886K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$5.53M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$36.8K |
BOXX Hedge Fund Activity: Q2 2023 in Review
17 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q2 2023, worth a combined $264M — up 103% from $130M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BOXX positions and 1 closed out — a net gain of 10 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was True Wealth Design, adding an estimated $23.6M. The largest seller was Insight Advisors, cutting an estimated $5.53M.
- 17 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q2 2023, up from 7 in Q1 2023.
- Funds reported $264M of Alpha Architect 1-3 Month Box ETF stock for Q2 2023, up 103% quarter-over-quarter.
- 11 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q2 2023 and 1 closed out, a net change of +10 holders.
- The largest Alpha Architect 1-3 Month Box ETF buyer in Q2 2023 was True Wealth Design, an estimated $23.6M added.
- The largest Alpha Architect 1-3 Month Box ETF seller in Q2 2023 was Insight Advisors, an estimated $5.53M sold.
Based on aggregated 13F filings for Q2 2023.