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Alpha Architect 1-3 Month Box ETF
BOXX

Overview Fund Activity

107 hedge funds and large institutions have $589M invested in Alpha Architect 1-3 Month Box ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+66
Holders Change %
+160.98%
% of All Funds
1.55%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
72
Increased
26
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$53.2M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$37.3M
3
ACM
ADAR1 Capital Management
Texas
$33.9M
4
FS
Ferguson Shapiro
Georgia
$30M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$28M

Top Sellers

1
ACM
Altium Capital Management
New York
$0
2
HighTower Advisors
HighTower Advisors
Illinois
$2.48M
3
SWM
Seed Wealth Management
Illinois
$2.07M
4
AWM
AE Wealth Management
Kansas
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
1
Empowered Funds
Pennsylvania
$123M +$5.86M +55,000 +5%
Renaissance Technologies
2
Renaissance Technologies
New York
$53.2M +$53.2M +500,000 New
TWD
3
True Wealth Design
Ohio
$50.1M +$1.67M +15,667 +3%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$37.3M +$37.3M +350,000 New
ACM
5
ADAR1 Capital Management
Texas
$33.9M +$33.9M +318,120 New
IA
6
Insight Advisors
Pennsylvania
$31.9M +$1.97M +18,551 +7%
FS
7
Ferguson Shapiro
Georgia
$30M +$30M +281,639 New
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$28M +$26.1M +245,041 +1,385%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$22.9M +$17.8M +166,759 +344%
CIA
10
Compass Ion Advisors
Pennsylvania
$16.8M +$16.8M +157,790 New
SWRP
11
Summit Wealth & Retirement Planning
California
$11.9M +$11.9M +111,443 New
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$10.2M +$2.5M +23,513 +33%
CFIM
13
Client First Investment Management
Wisconsin
$9.39M +$9.39M +88,193 New
Bank of America
14
Bank of America
North Carolina
$7.85M +$7.85M +73,762 New
SFO
15
Stokes Family Office
Louisiana
$6.92M +$4.37M +41,050 +172%
EFG
16
Ethos Financial Group
Pennsylvania
$6.54M +$6.54M +61,440 New
CP
17
Castleview Partners
Texas
$6.07M +$6.07M +57,044 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$5.42M +$1.58M +14,882 +41%
OCG
19
Opus Capital Group
Ohio
$5.24M +$5.24M +49,183 New
AP
20
Aspect Partners
Virginia
$4.34M +$1.95M +18,274 +81%
CFS
21
Commonwealth Financial Services
West Virginia
$4.33M – – –
DADC
22
D.A. Davidson & Co
Montana
$3.36M +$3.36M +31,605 New
Truist Financial
23
Truist Financial
North Carolina
$3.36M +$728K +6,842 +28%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.89M +$2.89M +27,111 New
SC
25
Stephens Consulting
Michigan
$2.65M +$555K +5,213 +26%
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