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TAX
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.
New
Increased
Maintained
Reduced
Closed
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
Holders
12
Holders Change
+4
Holders Change %
+50%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
1
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
KNW
Kesler Norman & Wride
Ogden,
Utah
|
-$382K |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$259K |
| 3 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
-$213K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KNW
1
Kesler Norman & Wride
Ogden,
Utah
| $6.25M | -$382K | -16,035 | -6% |
|
|
FEG
2
Financial Enhancement Group
Anderson,
Indiana
| $2.34M | – | – | – |
|
|
SAF
3
Smith Anglin Financial
Dallas,
Texas
| $1.38M | -$213K | -8,933 | -14% |
|
4
HighTower Advisors
Chicago,
Illinois
| $1.07M | +$986K | +41,319 | New |
|
5
AQR Capital Management
Greenwich,
Connecticut
| $741K | +$682K | +28,572 | New |
|
|
GS
6
GTS Securities
New York
| $432K | +$9.59K | +402 | +2% |
|
|
FFA
7
Farther Finance Advisors
San Francisco,
California
| $408K | – | – | – |
|
|
SWM
8
Seed Wealth Management
Evanston,
Illinois
| $333K | – | – | – |
|
|
CIM
9
Cambria Investment Management
Manhattan Beach,
California
| $294K | +$270K | +11,333 | New |
|
|
EF
10
Empowered Funds
Havertown,
Pennsylvania
| $294K | +$270K | +11,333 | New |
|
11
Focus Partners Wealth
Boston,
Massachusetts
| $207K | +$191K | +8,000 | New |
|
12
BlackRock
New York
| $156K | – | – | – |
|
|
AIP
13
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$259K | -11,277 | Closed |
|