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Alpha Architect 1-3 Month Box ETF

109 hedge funds and large institutions have $590M invested in Alpha Architect 1-3 Month Box ETF in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,117% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 6

286% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 7

160% more funds holding

Funds holding: 42109 (+67)

122% more capital invested

Capital invested by funds: $266M → $590M (+$324M)

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

8.9% less ownership

Funds ownership: 38.83%29.94% (-8.9%)

Holders
109
Holders Change
+67
Holders Change %
+159.52%
% of All Funds
1.57%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
73
Increased
27
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
1
Empowered Funds
Pennsylvania
$123M +$5.82M +55,000 +5%
Renaissance Technologies
2
Renaissance Technologies
New York
$53.2M +$52.9M +500,000 New
TWD
3
True Wealth Design
Ohio
$50.1M +$1.66M +15,667 +3%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$37.3M +$37M +350,000 New
ACM
5
ADAR1 Capital Management
Texas
$33.9M +$33.7M +318,120 New
IA
6
Insight Advisors
Pennsylvania
$31.9M +$1.96M +18,551 +7%
FS
7
Ferguson Shapiro
Georgia
$30M +$29.8M +281,639 New
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$28M +$25.9M +245,041 +1,385%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$22.9M +$17.6M +166,759 +344%
CIA
10
Compass Ion Advisors
Pennsylvania
$16.8M +$16.7M +157,790 New
SWRP
11
Summit Wealth & Retirement Planning
California
$11.9M +$11.8M +111,443 New
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$10.2M +$2.49M +23,513 +33%
CFIM
13
Client First Investment Management
Wisconsin
$9.39M +$9.33M +88,193 New
Bank of America
14
Bank of America
North Carolina
$7.85M +$7.8M +73,762 New
SFO
15
Stokes Family Office
Louisiana
$6.92M +$4.34M +41,050 +172%
EFG
16
Ethos Financial Group
Pennsylvania
$6.54M +$6.5M +61,440 New
CP
17
Castleview Partners
Texas
$6.07M +$6.03M +57,044 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$5.42M +$1.57M +14,882 +41%
OCG
19
Opus Capital Group
Ohio
$5.24M +$5.2M +49,183 New
AP
20
Aspect Partners
Virginia
$4.34M +$1.93M +18,274 +81%
CFS
21
Commonwealth Financial Services
West Virginia
$4.33M
DADC
22
D.A. Davidson & Co
Montana
$3.36M +$3.34M +31,605 New
Truist Financial
23
Truist Financial
North Carolina
$3.36M +$724K +6,842 +28%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.89M +$2.87M +27,111 New
SC
25
Stephens Consulting
Michigan
$2.65M +$551K +5,213 +26%

BOXX Hedge Fund Activity: Q1 2024 in Review

109 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q1 2024, worth a combined $590M — up 122% from $266M a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BOXX positions and 6 closed out — a net gain of 67 holders — while 27 added to existing stakes and 7 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $52.9M. The largest seller was Altium Capital Management, exiting entirely with an estimated $9.75M sold.

  • 109 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q1 2024, up from 42 in Q4 2023.
  • Funds reported $590M of Alpha Architect 1-3 Month Box ETF stock for Q1 2024, up 122% quarter-over-quarter.
  • 73 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q1 2024 and 6 closed out, a net change of +67 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q1 2024 was Renaissance Technologies, an estimated $52.9M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q1 2024 was Altium Capital Management, an estimated $9.75M sold.

Based on aggregated 13F filings for Q1 2024.