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TAX

Cambria Tax Aware ETF
TAX

11 hedge funds and large institutions have $16.3M invested in Cambria Tax Aware ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

17% more capital invested

Capital invested by funds: $13.9M → $16.3M (+$2.36M)

7.41% more ownership

Funds ownership: 48.17% → 55.58% (+7.4%)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

8% less funds holding

Funds holding: 12 → 11 (-1)

Holders
11
Holders Change
-1
Holders Change %
-8.33%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIM
Cambria Investment Management
California
+$1.28M
2
EF
Empowered Funds
Pennsylvania
+$1.28M
3
KNW
Kesler Norman & Wride
Utah
+$730K
4
SS
Sunbelt Securities
Texas
+$393K
5
HighTower Advisors
HighTower Advisors
Illinois
+$172K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$156K
2
GS
GTS Securities
Florida
-$47.8K
3
FFA
Farther Finance Advisors
California
-$6.05K

TAX Hedge Fund Activity: Q3 2025 in Review

11 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Cambria Tax Aware ETF (TAX) for Q3 2025, worth a combined $16.3M — up 17% from $13.9M a quarter earlier.

Fund positioning in TAX was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 2 trimmed.

The largest buyer was Cambria Investment Management, adding an estimated $1.28M. The largest seller was BlackRock, exiting entirely with an estimated $156K sold.

  • 11 institutional investors held Cambria Tax Aware ETF (TAX) as of Q3 2025, down from 12 in Q2 2025.
  • Funds reported $16.3M of Cambria Tax Aware ETF stock for Q3 2025, up 17% quarter-over-quarter.
  • 1 fund opened new Cambria Tax Aware ETF positions in Q3 2025 and 1 closed out, a net change of 0 holders.
  • The largest Cambria Tax Aware ETF buyer in Q3 2025 was Cambria Investment Management, an estimated $1.28M added.
  • The largest Cambria Tax Aware ETF seller in Q3 2025 was BlackRock, an estimated $156K sold.

Based on aggregated 13F filings for Q3 2025.