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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more ownership

Funds ownership: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

Holders
8
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
+$5.9M
2
+$362K
3
+$259K
4
SAF
Smith Anglin Financial
Texas
+$45.9K

Top Sellers

1
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
KNW
1
Kesler Norman & Wride
Utah
$5.9M
FEG
2
Financial Enhancement Group
Indiana
$1.97M
SAF
3
Smith Anglin Financial
Texas
$1.42M
GS
4
GTS Securities
New York
$373K
FFA
5
Farther Finance Advisors
California
$362K
SWM
6
Seed Wealth Management
Illinois
$295K
AIP
7
Almanack Investment Partners
Pennsylvania
$259K
BlackRock
8
BlackRock
New York
$138K