Alpha Architect 1-3 Month Box ETF (BATS:BOXX) Shares Bought by Opus Capital Group LLC

Opus Capital Group LLC grew its position in shares of Alpha Architect 1-3 Month Box ETF (BATS:BOXX) by 39.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 145,381 shares of the company’s stock after purchasing an additional 41,428 shares during the period. Alpha Architect 1-3 Month Box ETF makes up about 2.0% of Opus Capital Group LLC’s holdings, making the stock its 16th largest holding. Opus Capital Group LLC owned about 0.60% of Alpha Architect 1-3 Month Box ETF worth $16,033,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in the company. GoalVest Advisory LLC lifted its stake in Alpha Architect 1-3 Month Box ETF by 373.7% during the third quarter. GoalVest Advisory LLC now owns 90,215 shares of the company’s stock worth $9,827,000 after purchasing an additional 71,169 shares in the last quarter. Captrust Financial Advisors raised its stake in shares of Alpha Architect 1-3 Month Box ETF by 5.3% in the third quarter. Captrust Financial Advisors now owns 63,747 shares of the company’s stock valued at $6,944,000 after acquiring an additional 3,189 shares in the last quarter. Avondale Wealth Management raised its stake in shares of Alpha Architect 1-3 Month Box ETF by 379.2% in the fourth quarter. Avondale Wealth Management now owns 38,336 shares of the company’s stock valued at $4,228,000 after acquiring an additional 30,336 shares in the last quarter. Sippican Capital Advisors acquired a new stake in shares of Alpha Architect 1-3 Month Box ETF in the third quarter valued at $3,770,000. Finally, Morse Asset Management Inc raised its stake in shares of Alpha Architect 1-3 Month Box ETF by 26.7% in the third quarter. Morse Asset Management Inc now owns 19,000 shares of the company’s stock valued at $2,070,000 after acquiring an additional 4,000 shares in the last quarter.

Alpha Architect 1-3 Month Box ETF Stock Performance

Shares of BATS BOXX opened at $110.96 on Monday. The firm has a market capitalization of $2.68 billion and a PE ratio of 21.80. The company has a 50-day moving average of $110.43 and a two-hundred day moving average of $109.50.

Alpha Architect 1-3 Month Box ETF Profile

The Alpha Architect 1-3 Month Box ETF (BOXX) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is actively managed. The fund seeks to provide the price and yield performance of 1-3 month US Treasury Bills, less fees and expenses, through the use of derivatives BOXX was launched on Dec 28, 2022 and is managed by Alpha Architect.