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Alpha Architect 1-3 Month Box ETF
BOXX

264 hedge funds and large institutions have $1.44B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 126 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

85% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 68

10% more capital invested

Capital invested by funds: $1.31B → $1.44B (+$134M)

9% more funds holding

Funds holding: 243 → 264 (+21)

1.59% less ownership

Funds ownership: 19.38% → 17.78% (-1.6%)

18% less funds holding in top 10

Funds holding in top 10: 34 → 28 (-6)

Holders
264
Holders Change
+21
Holders Change %
+8.64%
% of All Funds
3.47%
Holding in Top 10
28
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.65%
% of All Funds
0.37%
New
38
Increased
126
Reduced
68
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$23.1M
2
KCM
Kathmere Capital Management
Pennsylvania
+$20M
3
PWA
Peterson Wealth Advisors
Utah
+$14.3M
4
SS
Sunbelt Securities
Texas
+$14.2M
5
Mariner
Mariner
Kansas
+$13.8M

Top Sellers

1
EF
Empowered Funds
Pennsylvania
-$24.4M
2
AIP
Almanack Investment Partners
Pennsylvania
-$17.2M
3
CFIM
Client First Investment Management
Wisconsin
-$8.37M
4
IA
IFG Advisors
Missouri
-$7.41M
5
LA
Lifeworks Advisors
Michigan
-$5.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$201M +$9.63M +85,067 +5%
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$68.9M +$265K +2,342 +0.4%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$55.2M +$971K +8,575 +2%
TWD
4
True Wealth Design
Ohio
$52.3M +$9.97M +87,994 +24%
ACM
5
ADAR1 Capital Management
Texas
$38.4M – – –
IA
6
Insight Advisors
Pennsylvania
$36.1M -$1.21M -10,664 -3%
Mariner
7
Mariner
Kansas
$36.1M +$13.8M +122,276 +63%
EFG
8
Ethos Financial Group
Pennsylvania
$34.7M +$3.75M +33,143 +12%
HighTower Advisors
9
HighTower Advisors
Illinois
$29.2M +$23.1M +203,626 +383%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$27.5M +$1.94M +17,120 +8%
PPC
11
Pennington Partners & Co
Maryland
$27.3M -$302K -2,669 -1%
KCM
12
Kathmere Capital Management
Pennsylvania
$27M +$20M +176,316 +292%
BCG
13
Bravias Capital Group
New Jersey
$26.7M -$2.79M -24,598 -10%
WH
14
Whitcomb & Hess
Ohio
$26M +$1.58M +13,992 +7%
EF
15
Empowered Funds
Pennsylvania
$24.5M -$24.4M -215,373 -50%
CIA
16
Compass Ion Advisors
Pennsylvania
$23.6M -$1.93M -17,016 -8%
TAM
17
Titleist Asset Management
Texas
$23.5M -$2.83K -25 -0%
OCG
18
Opus Capital Group
Ohio
$22.7M +$1.81M +15,967 +9%
SS
19
Sunbelt Securities
Texas
$21M +$14.2M +125,400 +213%
AWA
20
Amplius Wealth Advisors
Pennsylvania
$20.3M +$692K +6,110 +4%
CFIM
21
Client First Investment Management
Wisconsin
$18.7M -$8.37M -73,909 -31%
PWA
22
Peterson Wealth Advisors
Utah
$15.9M +$14.3M +125,947 +935%
SWRP
23
Summit Wealth & Retirement Planning
California
$15.7M +$285K +2,518 +2%
TIM
24
Tortoise Investment Management
New York
$15.5M -$270K -2,380 -2%
MML Investors Services
25
MML Investors Services
Massachusetts
$13.8M +$6.34M +55,963 +86%
1
2 3 4 5

BOXX Hedge Fund Activity: Q3 2025 in Review

264 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q3 2025, worth a combined $1.44B — up 10% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BOXX positions and 13 closed out — a net gain of 25 holders — while 126 added to existing stakes and 68 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $23.1M. The largest seller was Empowered Funds, cutting an estimated $24.4M.

  • 264 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q3 2025, up from 243 in Q2 2025.
  • Funds reported $1.44B of Alpha Architect 1-3 Month Box ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 38 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q3 2025 and 13 closed out, a net change of +25 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q3 2025 was HighTower Advisors, an estimated $23.1M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q3 2025 was Empowered Funds, an estimated $24.4M sold.

Based on aggregated 13F filings for Q3 2025.