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Alpha Architect 1-3 Month Box ETF

226 hedge funds and large institutions have $1.38B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

76% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 59

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$149M)

7% more funds holding

Funds holding: 211226 (+15)

3.2% less ownership

Funds ownership: 27.29%24.09% (-3.2%)

Holders
226
Holders Change
+15
Holders Change %
+7.11%
% of All Funds
3.03%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
33
Increased
104
Reduced
59
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$180M +$19M +171,238 +12%
Renaissance Technologies
2
Renaissance Technologies
New York
$115M +$22.3M +200,800 +24%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$68.3M -$6.74M -60,767 -9%
TWD
4
True Wealth Design
Ohio
$63.9M +$913K +8,233 +1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$54.8M +$9.86M +88,890 +22%
ACM
6
ADAR1 Capital Management
Texas
$37.6M +$1.3M +11,675 +4%
EFG
7
Ethos Financial Group
Pennsylvania
$36M -$555 -5 -0%
CFIM
8
Client First Investment Management
Wisconsin
$35.5M +$29.1M +262,731 +469%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$32.5M +$511K +4,602 +2%
BCG
10
Bravias Capital Group
New Jersey
$30.7M +$8.42M +75,932 +38%
IA
11
Insight Advisors
Pennsylvania
$29.4M -$176K -1,589 -0.6%
PPC
12
Pennington Partners & Co
Maryland
$28.6M -$5.53M -49,835 -16%
CIA
13
Compass Ion Advisors
Pennsylvania
$28.2M -$1.82M -16,395 -6%
EF
14
Empowered Funds
Pennsylvania
$27.7M +$19.9M +179,455 +259%
WH
15
Whitcomb & Hess
Ohio
$22.9M -$2.05M -18,452 -8%
Mariner
16
Mariner
Kansas
$21M -$16.5M -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 +$1.92M +17,321 +12%
PIA
19
Pinion Investment Advisors
Kansas
$16.7M +$13.2M +119,139 +391%
Morgan Stanley
20
Morgan Stanley
New York
$16.2M +$16.1M +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 +$366K +3,298 +3%
TIM
23
Tortoise Investment Management
New York
$14M +$3.29M +29,615 +31%
SFO
24
Stokes Family Office
Louisiana
$13.9M -$1.7M -15,289 -11%
SS
25
Sunbelt Securities
Texas
$12.4M +$5.79M +52,150 +88%

BOXX Hedge Fund Activity: Q1 2025 in Review

226 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q1 2025, worth a combined $1.38B — up 12% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BOXX positions and 18 closed out — a net gain of 15 holders — while 104 added to existing stakes and 59 trimmed.

The largest buyer was Client First Investment Management, adding an estimated $29.1M. The largest seller was LGL Partners, cutting an estimated $41.7M.

  • 226 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q1 2025, up from 211 in Q4 2024.
  • Funds reported $1.38B of Alpha Architect 1-3 Month Box ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 33 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q1 2025 and 18 closed out, a net change of +15 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q1 2025 was Client First Investment Management, an estimated $29.1M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q1 2025 was LGL Partners, an estimated $41.7M sold.

Based on aggregated 13F filings for Q1 2025.