TAX

Cambria Tax Aware ETF
TAX

10 hedge funds and large institutions have $21.4M invested in Cambria Tax Aware ETF in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

less funds holding

Funds holding: →

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
10
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$5.86M
2
+$14.2K
3
+$536

Top Sellers

1
-$983K
2
-$620K
3
-$356K
4
GS
GTS Securities
New York
-$138K
5
FFA
Farther Finance Advisors
California
-$26.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
EF
1
Empowered Funds
Pennsylvania
$7.57M
KNW
2
Kesler Norman & Wride
Utah
$6.62M
FEG
3
Financial Enhancement Group
Indiana
$2.64M
HighTower Advisors
4
HighTower Advisors
Illinois
$1.37M
CIM
5
Cambria Investment Management
California
$1.05M
AQR Capital Management
6
AQR Capital Management
Connecticut
$812K
SS
7
Sunbelt Securities
Texas
$415K
FFA
8
Farther Finance Advisors
California
$413K
GS
9
GTS Securities
New York
$284K
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$227K
SWM
11
Seed Wealth Management
Illinois
–