TAX
Cambria Tax Aware ETF
12 hedge funds and large institutions have $13.9M invested in Cambria Tax Aware ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Holders
12
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.07M | |
| 2 | +$741K | |
| 3 | +$294K | |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$294K |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$207K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KNW
1
Kesler Norman & Wride
Ogden,
Utah
| $6.25M |
|
|||
|
FEG
2
Financial Enhancement Group
Anderson,
Indiana
| $2.34M |
|
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|
SAF
3
Smith Anglin Financial
Dallas,
Texas
| $1.38M |
|
|||
4
HighTower Advisors
Chicago,
Illinois
| $1.07M |
|
|||
5
AQR Capital Management
Greenwich,
Connecticut
| $741K |
|
|||
|
GS
6
GTS Securities
New York
| $432K |
|
|||
|
FFA
7
Farther Finance Advisors
San Francisco,
California
| $408K |
|
|||
|
SWM
8
Seed Wealth Management
Evanston,
Illinois
| $333K |
|
|||
|
CIM
9
Cambria Investment Management
Manhattan Beach,
California
| $294K |
|
|||
|
EF
10
Empowered Funds
Havertown,
Pennsylvania
| $294K |
|
|||
|
11
Focus Partners Wealth
Boston,
Massachusetts
| $207K |
|
|||
12
BlackRock
New York
| $156K |
|
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|
AIP
13
Almanack Investment Partners
Wayne,
Pennsylvania
| – |
|