Cambria Tax Aware ETF
5 hedge funds and large institutions have $5.68M invested in Cambria Tax Aware ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
20.43% more ownership
Funds ownership: 0% → 20.43% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$2.21M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
+$1.59M |
| 3 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
+$1.48M |
| 4 |
SWM
Seed Wealth Management
Evanston,
Illinois
|
+$317K |
| 5 |
BlackRock
New York
|
+$148K |
Top Sellers
TAX Hedge Fund Activity: Q4 2024 in Review
5 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Cambria Tax Aware ETF (TAX) for Q4 2024, worth a combined $5.68M.
Buyers outnumbered sellers: 5 funds opened new TAX positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $2.21M.
- 5 institutional investors held Cambria Tax Aware ETF (TAX) as of Q4 2024, up from 0 in Q3 2024.
- Funds reported $5.68M of Cambria Tax Aware ETF stock for Q4 2024.
- 5 funds opened new Cambria Tax Aware ETF positions in Q4 2024 and 0 closed out, a net change of +5 holders.
- The largest Cambria Tax Aware ETF buyer in Q4 2024 was Financial Enhancement Group, an estimated $2.21M added.
Based on aggregated 13F filings for Q4 2024.