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Alpha Architect 1-3 Month Box ETF

154 hedge funds and large institutions have $968M invested in Alpha Architect 1-3 Month Box ETF in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 72 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
154
Holders Change
+47
Holders Change %
+43.93%
% of All Funds
2.24%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
53
Increased
72
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EF
1
Empowered Funds
Pennsylvania
$116M 1,076,989 -73,734 -6%
LP
2
LGL Partners
Pennsylvania
$69.9M 648,794 +648,794 New
Renaissance Technologies
3
Renaissance Technologies
New York
$69.2M 641,800 +141,800 +28%
TWD
4
True Wealth Design
Ohio
$60.1M 557,255 +87,036 +19%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$59.7M 554,187 +291,452 +111%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$50.6M 469,404 +119,404 +34%
IA
7
Insight Advisors
Pennsylvania
$38.5M 357,183 +57,117 +19%
ACM
8
ADAR1 Capital Management
Texas
$37.9M 351,482 +33,362 +10%
FS
9
Ferguson Shapiro
Georgia
$36.4M 337,467 +55,828 +20%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$29.5M 273,638 +58,395 +27%
EFG
11
Ethos Financial Group
Pennsylvania
$27.5M 254,964 +193,524 +315%
WH
12
Whitcomb & Hess
Ohio
$23M 213,178 +213,178 New
Creative Planning
13
Creative Planning
Kansas
$21.3M 197,629 +195,329 +8,493%
Morgan Stanley
14
Morgan Stanley
New York
$19M 176,407 +175,931 +36,960%
CIA
15
Compass Ion Advisors
Pennsylvania
$17.1M 161,044 +3,254 +2%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$15.9M 147,129 +51,665 +54%
SFO
17
Stokes Family Office
Louisiana
$12.6M 117,050 +52,085 +80%
HIGP
18
Hill Investment Group Partners
Missouri
$12.5M 115,879 +93,864 +426%
SWRP
19
Summit Wealth & Retirement Planning
California
$12.4M 115,042 +3,599 +3%
HIG
20
Herr Investment Group
Texas
$9.1M 84,429 +84,429 New
UFM
21
Ursa Fund Management
California
$8.09M 75,000 +75,000 New
OCG
22
Opus Capital Group
Ohio
$7.77M 72,053 +22,870 +46%
MML Investors Services
23
MML Investors Services
Massachusetts
$7.56M 70,151 +43,040 +159%
CP
24
Castleview Partners
Texas
$7.46M 69,178 +12,134 +21%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$6.53M 60,558 +60,558 New