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TAX

Cambria Tax Aware ETF
TAX

8 hedge funds and large institutions have $14.4M invested in Cambria Tax Aware ETF in 2026 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

4% more capital invested

Capital invested by funds: $13.8M → $14.4M (+$617K)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

5.44% less ownership

Funds ownership: 60.03% → 54.59% (-5.4%)

11% less funds holding

Funds holding: 9 → 8 (-1)

Holders
8
Holders Change
-1
Holders Change %
-11.11%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$6.62K
2
LC
Luminist Capital
Michigan
+$2.98K
3
CIM
Cambria Investment Management
California
+$507
4
EF
Empowered Funds
Pennsylvania
+$507

Top Sellers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
-$775K
2
KNW
Kesler Norman & Wride
Utah
-$71.9K

TAX Hedge Fund Activity: Q2 2026 in Review

8 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Cambria Tax Aware ETF (TAX) for Q2 2026, worth a combined $14.4M — up 4.5% from $13.8M a quarter earlier.

Fund positioning in TAX was balanced in Q2 2026: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 1 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $6.62K. The largest seller was AQR Capital Management, exiting entirely with an estimated $775K sold.

  • 8 institutional investors held Cambria Tax Aware ETF (TAX) as of Q2 2026, down from 9 in Q1 2026.
  • Funds reported $14.4M of Cambria Tax Aware ETF stock for Q2 2026, up 4.5% quarter-over-quarter.
  • 1 fund opened new Cambria Tax Aware ETF positions in Q2 2026 and 1 closed out, a net change of 0 holders.
  • The largest Cambria Tax Aware ETF buyer in Q2 2026 was HighTower Advisors, an estimated $6.62K added.
  • The largest Cambria Tax Aware ETF seller in Q2 2026 was AQR Capital Management, an estimated $775K sold.

Based on aggregated 13F filings for Q2 2026.