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Alpha Architect 1-3 Month Box ETF

207 hedge funds and large institutions have $1.22B invested in Alpha Architect 1-3 Month Box ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 83 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+38
Holders Change %
+22.49%
% of All Funds
2.76%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.28%
New
52
Increased
83
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$159M +$43.6M +395,084 +38%
Renaissance Technologies
2
Renaissance Technologies
New York
$91.3M +$6.63M +60,100 +8%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$74.2M +$17.4M +158,148 +31%
TWD
4
True Wealth Design
Ohio
$62.3M +$4.8M +43,496 +8%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$44.4M -$1.41M -12,774 -3%
LP
6
LGL Partners
Pennsylvania
$42.4M -$28M -253,909 -40%
Mariner
7
Mariner
Kansas
$37.2M -$8.19M -74,238 -18%
EFG
8
Ethos Financial Group
Pennsylvania
$36M -$859K -7,786 -2%
ACM
9
ADAR1 Capital Management
Texas
$35.9M +$228K +2,068 +0.6%
PPC
10
Pennington Partners & Co
Maryland
$33.7M +$33.7M +306,031 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$31.6M +$7.43M +67,397 +31%
CIA
12
Compass Ion Advisors
Pennsylvania
$29.7M -$303K -2,747 -1%
IA
13
Insight Advisors
Pennsylvania
$29.2M -$9.35M -84,871 -24%
WH
14
Whitcomb & Hess
Ohio
$24.7M +$1.17M +10,627 +5%
BCG
15
Bravias Capital Group
New Jersey
$22M +$22M +199,013 New
OCG
16
Opus Capital Group
Ohio
$16M +$4.57M +41,428 +40%
SFO
17
Stokes Family Office
Louisiana
$15.5M -$140K -1,265 -0.9%
FS
18
Ferguson Shapiro
Georgia
$15.1M -$7.6M -68,890 -33%
SWRP
19
Summit Wealth & Retirement Planning
California
$14M +$661K +5,992 +5%
AQR Capital Management
20
AQR Capital Management
Connecticut
$14M +$8.98M +81,447 +180%
AWA
21
Amplius Wealth Advisors
Pennsylvania
$13.1M +$4.88M +44,292 +60%
HIGP
22
Hill Investment Group Partners
Missouri
$11.6M -$2.21M -20,073 -16%
OMC
23
Old Mission Capital
Illinois
$11.3M +$3.56M +32,288 +46%
TIM
24
Tortoise Investment Management
New York
$10.6M +$877K +7,955 +9%
GI
25
Gradient Investments
Minnesota
$9.63M +$9.63M +87,337 New