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Alpha Architect 1-3 Month Box ETF

169 hedge funds and large institutions have $1.06B invested in Alpha Architect 1-3 Month Box ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 37 reducing their positions, and 15 closing their positions.

Holders
169
Holders Change
+15
Holders Change %
+9.74%
% of All Funds
2.45%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
32
Increased
76
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$114M 1,047,642 +493,455 +89%
Renaissance Technologies
2
Renaissance Technologies
New York
$83.6M 767,600 +125,800 +20%
LP
3
LGL Partners
Pennsylvania
$69.6M 638,596 -10,198 -2%
TWD
4
True Wealth Design
Ohio
$56.8M 520,983 -36,272 -7%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$56.1M 515,105 +45,701 +10%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$45.3M 415,563 +141,925 +52%
Mariner
7
Mariner
Kansas
$44.8M 411,507 +368,227 +851%
IA
8
Insight Advisors
Pennsylvania
$38.1M 350,025 -7,158 -2%
EFG
9
Ethos Financial Group
Pennsylvania
$36.4M 333,788 +78,824 +31%
ACM
10
ADAR1 Capital Management
Texas
$35.2M 323,382 -28,100 -8%
EF
11
Empowered Funds
Pennsylvania
$34.5M 316,438 -760,551 -71%
CIA
12
Compass Ion Advisors
Pennsylvania
$29.6M 271,706 +110,662 +69%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$23.9M 219,326 +72,197 +49%
WH
14
Whitcomb & Hess
Ohio
$23.3M 213,592 +414 +0.2%
FS
15
Ferguson Shapiro
Georgia
$22.4M 205,971 -131,496 -39%
SFO
16
Stokes Family Office
Louisiana
$15.4M 141,670 +24,620 +21%
Jane Street
17
Jane Street
New York
$15M 137,473 +137,473 New
HIGP
18
Hill Investment Group Partners
Missouri
$13.5M 124,895 +9,016 +8%
SWRP
19
Summit Wealth & Retirement Planning
California
$13.2M 121,195 +6,153 +5%
OCG
20
Opus Capital Group
Ohio
$11.3M 103,953 +31,900 +44%
GA
21
GoalVest Advisory
New York
$9.83M 90,215 +71,169 +374%
TIM
22
Tortoise Investment Management
New York
$9.58M 87,911 +52,655 +149%
UFM
23
Ursa Fund Management
California
$8.17M 75,000
AWA
24
Amplius Wealth Advisors
Pennsylvania
$8.07M 74,048 +39,218 +113%
IWM
25
IHT Wealth Management
Illinois
$7.93M 72,759 +33,727 +86%