TAX
Cambria Tax Aware ETF
9 hedge funds and large institutions have $13.8M invested in Cambria Tax Aware ETF in 2026 Q1 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
less funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Holders
9
Holding in Top 10
–
Calls
–
Puts
–
Top Sellers
| 1 | -$6.58M | |
| 2 | -$284K | |
| 3 | -$274K | |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$71.5K |
| 5 |
KNW
Kesler Norman & Wride
Ogden,
Utah
|
-$63.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KNW
1
Kesler Norman & Wride
Ogden,
Utah
| $6.27M |
|
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|
FEG
2
Financial Enhancement Group
Anderson,
Indiana
| $2.66M |
|
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3
HighTower Advisors
Chicago,
Illinois
| $1.05M |
|
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|
EF
4
Empowered Funds
Havertown,
Pennsylvania
| $961K |
|
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|
CIM
5
Cambria Investment Management
Manhattan Beach,
California
| $961K |
|
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6
AQR Capital Management
Greenwich,
Connecticut
| $775K |
|
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|
SS
7
Sunbelt Securities
Houston,
Texas
| $396K |
|
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8
Focus Partners Wealth
Boston,
Massachusetts
| $374K |
|
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|
FFA
9
Farther Finance Advisors
San Francisco,
California
| $330K |
|
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|
GS
10
GTS Securities
New York
| – |
|