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Alpha Architect 1-3 Month Box ETF

243 hedge funds and large institutions have $1.31B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 106 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

47% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 72

31% more funds holding in top 10

Funds holding in top 10: 2634 (+8)

8% more funds holding

Funds holding: 226243 (+17)

4.72% less ownership

Funds ownership: 24.09%19.38% (-4.7%)

5% less capital invested

Capital invested by funds: $1.38B → $1.31B (-$70.3M)

Holders
243
Holders Change
+17
Holders Change %
+7.52%
% of All Funds
3.2%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.45%
New
33
Increased
106
Reduced
72
Closed
13
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
$189M +$7.36M +65,649 +4%
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$67.9M -$1.13M -10,076 -2%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$53.7M -$1.72M -15,376 -3%
EF
4
Empowered Funds
Pennsylvania
$48.6M +$20.4M +182,157 +73%
TWD
5
True Wealth Design
Ohio
$41.8M -$22.6M -201,344 -35%
ACM
6
ADAR1 Capital Management
Texas
$38M
IA
7
Insight Advisors
Pennsylvania
$36.9M +$7.15M +63,821 +24%
EFG
8
Ethos Financial Group
Pennsylvania
$30.6M -$6.12M -54,600 -17%
BCG
9
Bravias Capital Group
New Jersey
$29.2M -$1.8M -16,023 -6%
PPC
10
Pennington Partners & Co
Maryland
$27.3M -$1.58M -14,132 -6%
CFIM
11
Client First Investment Management
Wisconsin
$26.8M -$9.04M -80,663 -25%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$25.3M -$7.46M -66,535 -23%
CIA
13
Compass Ion Advisors
Pennsylvania
$25.3M -$3.14M -27,994 -11%
WH
14
Whitcomb & Hess
Ohio
$24.1M +$938K +8,367 +4%
TAM
15
Titleist Asset Management
Texas
$23.3M +$23.2M +206,620 New
Mariner
16
Mariner
Kansas
$21.9M +$646K +5,767 +3%
OCG
17
Opus Capital Group
Ohio
$20.6M +$2.3M +20,492 +13%
AWA
18
Amplius Wealth Advisors
Pennsylvania
$19.4M +$4.38M +39,117 +29%
AIP
19
Almanack Investment Partners
Pennsylvania
$18.1M +$16.8M +149,596 +1,369%
TIM
20
Tortoise Investment Management
New York
$15.6M +$1.5M +13,355 +11%
SWRP
21
Summit Wealth & Retirement Planning
California
$15.3M +$556K +4,957 +4%
AWA
22
Arete Wealth Advisors
Illinois
$11.9M +$1.94M +17,332 +20%
SFO
23
Stokes Family Office
Louisiana
$11.6M -$2.51M -22,426 -18%
AP
24
Aspect Partners
Virginia
$10.7M +$5.45M +48,660 +105%
LA
25
Lifeworks Advisors
Michigan
$10.5M +$7.07M +63,107 +213%

BOXX Hedge Fund Activity: Q2 2025 in Review

243 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q2 2025, worth a combined $1.31B — down 5.1% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BOXX positions and 13 closed out — a net gain of 20 holders — while 106 added to existing stakes and 72 trimmed.

The largest buyer was Titleist Asset Management, opening a new position worth an estimated $23.2M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $115M sold.

  • 243 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q2 2025, up from 226 in Q1 2025.
  • Funds reported $1.31B of Alpha Architect 1-3 Month Box ETF stock for Q2 2025, down 5.1% quarter-over-quarter.
  • 33 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q2 2025 and 13 closed out, a net change of +20 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q2 2025 was Titleist Asset Management, an estimated $23.2M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q2 2025 was Renaissance Technologies, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2025.