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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
1
GS
GTS Securities
Florida
-$1.17M

TAX Hedge Fund Activity: Q1 2025 in Review

8 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Cambria Tax Aware ETF (TAX) for Q1 2025, worth a combined $10.7M — up 89% from $5.68M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new TAX positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Kesler Norman & Wride, opening a new position worth an estimated $6.24M. The largest seller was GTS Securities, cutting an estimated $1.17M.

  • 8 institutional investors held Cambria Tax Aware ETF (TAX) as of Q1 2025, up from 5 in Q4 2024.
  • Funds reported $10.7M of Cambria Tax Aware ETF stock for Q1 2025, up 89% quarter-over-quarter.
  • 3 funds opened new Cambria Tax Aware ETF positions in Q1 2025 and 0 closed out, a net change of +3 holders.
  • The largest Cambria Tax Aware ETF buyer in Q1 2025 was Kesler Norman & Wride, an estimated $6.24M added.
  • The largest Cambria Tax Aware ETF seller in Q1 2025 was GTS Securities, an estimated $1.17M sold.

Based on aggregated 13F filings for Q1 2025.