We are live on ! Find out more
TAX

Cambria Tax Aware ETF
TAX

8 hedge funds and large institutions have $10.7M invested in Cambria Tax Aware ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more capital invested

Capital invested by funds: $5.68M → $10.7M (+$5.04M)

60% more funds holding

Funds holding: 5 → 8 (+3)

21.2% more ownership

Funds ownership: 20.43% → 41.64% (+21%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KNW
Kesler Norman & Wride
Utah
+$6.24M
2
FFA
Farther Finance Advisors
California
+$382K
3
AIP
Almanack Investment Partners
Pennsylvania
+$274K
4
SAF
Smith Anglin Financial
Texas
+$48.6K

Top Sellers

1
GS
GTS Securities
New York
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
KNW
1
Kesler Norman & Wride
Utah
$5.9M +$6.24M +256,881 New
FEG
2
Financial Enhancement Group
Indiana
$1.97M – – –
SAF
3
Smith Anglin Financial
Texas
$1.42M +$48.6K +2,000 +3%
GS
4
GTS Securities
New York
$373K -$1.17M -48,308 -75%
FFA
5
Farther Finance Advisors
California
$362K +$382K +15,722 New
SWM
6
Seed Wealth Management
Illinois
$295K – – –
AIP
7
Almanack Investment Partners
Pennsylvania
$259K +$274K +11,277 New
BlackRock
8
BlackRock
New York
$138K – – –