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Alpha Architect 1-3 Month Box ETF

41 hedge funds and large institutions have $266M invested in Alpha Architect 1-3 Month Box ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+13
Holders Change %
+46.43%
% of All Funds
0.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
15
Increased
20
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EF
1
Empowered Funds
Pennsylvania
$115M +$6.39M +60,723 +6%
TWD
2
True Wealth Design
Ohio
$47.8M +$15.7M +149,230 +49%
IA
3
Insight Advisors
Pennsylvania
$29.6M +$2.11M +20,020 +8%
ACM
4
Altium Capital Management
New York
$9.75M +$9.75M +92,700 New
HighTower Advisors
5
HighTower Advisors
Illinois
$7.66M +$7.4M +70,294 +2,805%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$7.57M +$1.66M +15,780 +28%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$5.1M +$5.1M +48,484 New
CFS
8
Commonwealth Financial Services
West Virginia
$4.33M +$1.14M +10,814 +36%
IWC
9
Integrated Wealth Concepts
Massachusetts
$3.79M +$3.51M +33,399 +1,252%
SWM
10
Seed Wealth Management
Illinois
$2.62M +$291K +2,770 +13%
Truist Financial
11
Truist Financial
North Carolina
$2.59M +$2.59M +24,731 New
SFO
12
Stokes Family Office
Louisiana
$2.51M -$152K -1,447 -6%
EF
13
Empirical Finance
Pennsylvania
$2.46M +$1.67M +15,909 +212%
AP
14
Aspect Partners
Virginia
$2.36M +$2.36M +22,456 New
SC
15
Stephens Consulting
Michigan
$2.07M +$1.83M +17,364 +745%
WP
16
WealthPLAN Partners
Nebraska
$1.93M +$353K +3,361 +22%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$1.86M +$1.41M +13,364 +309%
BWM
18
BlackDiamond Wealth Management
New York
$1.77M -$63K -596 -3%
CIM
19
Cambria Investment Management
California
$1.6M +$1.6M +15,210 New
VFG
20
Valley Financial Group
Pennsylvania
$1.23M +$1.23M +11,664 New
DA
21
DCF Advisers
Connecticut
$1.04M +$250K +2,375 +32%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$984K +$228K +2,170 +30%
Osaic Holdings
23
Osaic Holdings
Arizona
$975K +$64K +609 +7%
ACG
24
Allen Capital Group
Nebraska
$949K +$949K +9,024 New
KPWS
25
Kestra Private Wealth Services
Texas
$812K +$812K +7,718 New