Cambria Tax Aware ETF
12 hedge funds and large institutions have $13.9M invested in Cambria Tax Aware ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
50% more funds holding
Funds holding: 8 → 12 (+4)
30% more capital invested
Capital invested by funds: $10.7M → $13.9M (+$3.18M)
6.54% more ownership
Funds ownership: 41.64% → 48.17% (+6.5%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$986K |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$682K |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$270K |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$270K |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KNW
Kesler Norman & Wride
Ogden,
Utah
|
-$382K |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$259K |
| 3 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
-$213K |
TAX Hedge Fund Activity: Q2 2025 in Review
12 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in Cambria Tax Aware ETF (TAX) for Q2 2025, worth a combined $13.9M — up 30% from $10.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TAX positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $986K. The largest seller was Kesler Norman & Wride, cutting an estimated $382K.
- 12 institutional investors held Cambria Tax Aware ETF (TAX) as of Q2 2025, up from 8 in Q1 2025.
- Funds reported $13.9M of Cambria Tax Aware ETF stock for Q2 2025, up 30% quarter-over-quarter.
- 5 funds opened new Cambria Tax Aware ETF positions in Q2 2025 and 1 closed out, a net change of +4 holders.
- The largest Cambria Tax Aware ETF buyer in Q2 2025 was HighTower Advisors, an estimated $986K added.
- The largest Cambria Tax Aware ETF seller in Q2 2025 was Kesler Norman & Wride, an estimated $382K sold.
Based on aggregated 13F filings for Q2 2025.