TAX
Cambria Tax Aware ETF
11 hedge funds and large institutions have $16.3M invested in Cambria Tax Aware ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
8% less funds holding
Funds holding: 12 → 11 (-1)
Holders
11
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.32M | |
| 2 | +$1.32M | |
| 3 | +$662K | |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
+$404K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$177K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KNW
1
Kesler Norman & Wride
Ogden,
Utah
| $6.54M |
|
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|
FEG
2
Financial Enhancement Group
Anderson,
Indiana
| $2.52M |
|
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|
CIM
3
Cambria Investment Management
Manhattan Beach,
California
| $1.63M |
|
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|
EF
4
Empowered Funds
Havertown,
Pennsylvania
| $1.63M |
|
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|
5
HighTower Advisors
Chicago,
Illinois
| $1.32M |
|
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6
AQR Capital Management
Greenwich,
Connecticut
| $791K |
|
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|
FFA
7
Farther Finance Advisors
San Francisco,
California
| $429K |
|
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|
GS
8
GTS Securities
New York
| $412K |
|
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|
SS
9
Sunbelt Securities
Houston,
Texas
| $404K |
|
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|
SWM
10
Seed Wealth Management
Evanston,
Illinois
| $356K |
|
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11
Focus Partners Wealth
Boston,
Massachusetts
| $222K |
|
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12
BlackRock
New York
| – |
|