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Alpha Architect 1-3 Month Box ETF
BOXX

Overview Fund Activity

28 hedge funds and large institutions have $192M invested in Alpha Architect 1-3 Month Box ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
28
Holders Change
+11
Holders Change %
+64.71%
% of All Funds
0.45%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
13
Increased
11
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWD
1
True Wealth Design
Ohio
$31.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$5.82M
3
EF
3
Empowered Funds
Pennsylvania
$107M
4
IA
4
Insight Advisors
Pennsylvania
$27.1M
5
SFO
5
Stokes Family Office
Louisiana
$2.63M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$581K
2
Jane Street
2
Jane Street
New York
$0
3
Wolverine Trading
3
Wolverine Trading
Illinois
$644K
4
PCM
4
Penserra Capital Management
California
$7K
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
1
Empowered Funds
Pennsylvania
$107M +$3.5M +33,720 +3%
TWD
2
True Wealth Design
Ohio
$31.7M +$6.18M +59,610 +24%
IA
3
Insight Advisors
Pennsylvania
$27.1M +$2.28M +22,033 +9%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$5.82M +$5.82M +56,171 New
CFS
5
Commonwealth Financial Services
West Virginia
$3.14M +$3.14M +30,320 New
SFO
6
Stokes Family Office
Louisiana
$2.63M +$1.85M +17,862 +238%
SWM
7
Seed Wealth Management
Illinois
$2.3M +$105K +1,010 +5%
BWM
8
BlackDiamond Wealth Management
New York
$1.81M +$49.2K +472 +3%
WP
9
WealthPLAN Partners
Nebraska
$1.55M +$1.27M +12,208 +439%
Osaic Holdings
10
Osaic Holdings
Arizona
$898K +$898K +8,664 New
EF
11
Empirical Finance
Pennsylvania
$780K +$314K +3,028 +67%
DA
12
DCF Advisers
Connecticut
$778K +$778K +7,500 New
ECP
13
Epacria Capital Partners
Colorado
$771K +$771K +7,432 New
VT
14
Vise Technologies
New York
$754K +$59.6K +575 +9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$745K +$573K +5,529 +333%
SCA
16
Snowden Capital Advisors
New York
$669K +$311K +3,000 +87%
Wolverine Trading
17
Wolverine Trading
Illinois
$644K -$266K -2,568 -29%
OMC
18
Old Mission Capital
Illinois
$581K -$322K -3,101 -36%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$449K +$449K +4,330 New
CWA
20
Continuum Wealth Advisors
New York
$426K – – –
IWC
21
Integrated Wealth Concepts
Massachusetts
$277K +$277K +2,667 New
HighTower Advisors
22
HighTower Advisors
Illinois
$260K +$260K +2,506 New
AWM
23
AE Wealth Management
Kansas
$245K +$245K +2,364 New
TFA
24
Teamwork Financial Advisors
Texas
$245K +$245K +2,364 New
SC
25
Stephens Consulting
Michigan
$242K +$242K +2,332 New
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