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Alpha Architect 1-3 Month Box ETF

222 hedge funds and large institutions have $1.37B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+15
Holders Change %
+7.25%
% of All Funds
3.02%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.34%
New
33
Increased
102
Reduced
57
Closed
18
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
$180M +$19.1M +171,238 +12%
Renaissance Technologies
2
Renaissance Technologies
New York
$115M +$22.4M +200,800 +24%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$68.3M -$6.77M -60,767 -9%
TWD
4
True Wealth Design
Ohio
$63.9M +$918K +8,233 +1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$54.8M +$9.91M +88,890 +22%
ACM
6
ADAR1 Capital Management
Texas
$37.6M +$1.3M +11,675 +4%
EFG
7
Ethos Financial Group
Pennsylvania
$36M -$552 -5 -0%
CFIM
8
Client First Investment Management
Wisconsin
$35.5M +$29.3M +262,731 +469%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$32.5M +$513K +4,602 +2%
BCG
10
Bravias Capital Group
New Jersey
$30.7M +$8.47M +75,932 +38%
IA
11
Insight Advisors
Pennsylvania
$29.4M -$177K -1,589 -0.6%
PPC
12
Pennington Partners & Co
Maryland
$28.6M -$5.56M -49,835 -16%
CIA
13
Compass Ion Advisors
Pennsylvania
$28.2M -$1.83M -16,395 -6%
EF
14
Empowered Funds
Pennsylvania
$27.7M +$20M +179,455 +259%
WH
15
Whitcomb & Hess
Ohio
$22.9M -$2.06M -18,452 -8%
Mariner
16
Mariner
Kansas
$21M -$16.6M -148,669 -44%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$20.3M +$17.1M +153,777 +547%
OCG
18
Opus Capital Group
Ohio
$18.1M +$1.93M +17,321 +12%
PIA
19
Pinion Investment Advisors
Kansas
$16.7M +$13.3M +119,139 +391%
Morgan Stanley
20
Morgan Stanley
New York
$16.2M +$16.2M +145,251 +30,451%
AWA
21
Amplius Wealth Advisors
Pennsylvania
$14.8M +$1.63M +14,655 +12%
SWRP
22
Summit Wealth & Retirement Planning
California
$14.5M +$368K +3,298 +3%
TIM
23
Tortoise Investment Management
New York
$14M +$3.3M +29,615 +31%
SFO
24
Stokes Family Office
Louisiana
$13.9M -$1.7M -15,289 -11%
SS
25
Sunbelt Securities
Texas
$12.4M +$5.81M +52,150 +88%