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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
17
Holders Change
+10
Holders Change %
+142.86%
% of All Funds
0.27%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
11
Increased
4
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TWD
True Wealth Design
Ohio
+$23.6M
2
EF
Empowered Funds
Pennsylvania
+$4.2M
3
SWM
Seed Wealth Management
Illinois
+$2.15M
4
BWM
BlackDiamond Wealth Management
New York
+$1.27M
5
OMC
Old Mission Capital
Illinois
+$886K

Top Sellers

Rank Fund Capital Flow
1
IA
Insight Advisors
Pennsylvania
-$5.53M
2
UBS Group
UBS Group
Switzerland
-$36.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
EF
1
Empowered Funds
Pennsylvania
$102M +$4.2M +41,280 +4%
EST
2
EA Series Trust
Pennsylvania
$102M +$102M +1,001,280 New
TWD
3
True Wealth Design
Ohio
$25.2M +$23.6M +231,388 +1,615%
IA
4
Insight Advisors
Pennsylvania
$24.5M -$5.53M -54,307 -18%
SWM
5
Seed Wealth Management
Illinois
$2.16M +$2.15M +21,130 New
BWM
6
BlackDiamond Wealth Management
New York
$1.74M +$1.27M +12,500 +284%
Wolverine Trading
7
Wolverine Trading
Illinois
$898K +$469K +4,604 +110%
OMC
8
Old Mission Capital
Illinois
$891K +$886K +8,702 New
SFO
9
Stokes Family Office
Louisiana
$768K +$763K +7,500 New
VT
10
Vise Technologies
New York
$686K +$682K +6,702 New
EF
11
Empirical Finance
Pennsylvania
$460K – – –
CWA
12
Continuum Wealth Advisors
New York
$421K +$419K +4,113 New
SCA
13
Snowden Capital Advisors
New York
$353K +$351K +3,450 New
WP
14
WealthPLAN Partners
Nebraska
$285K +$283K +2,784 New
Jane Street
15
Jane Street
New York
$272K +$271K +2,660 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$170K +$169K +1,662 New
PCM
17
Penserra Capital Management
California
$19K +$19.5K +192 New
UBS Group
18
UBS Group
Switzerland
– -$36.8K -364 Closed

BOXX Hedge Fund Activity: Q2 2023 in Review

17 of the 6,369 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.