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TAX
Cambria Tax Aware ETF
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
Top Sellers
| 1 |
BlackRock
New York
|
-$156K |
| 2 |
GS
GTS Securities
New York
|
-$47.8K |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$6.05K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KNW
1
Kesler Norman & Wride
Ogden,
Utah
| $6.54M | +$730K | +27,126 | +11% |
|
|
FEG
2
Financial Enhancement Group
Anderson,
Indiana
| $2.52M | – | – | – |
|
|
CIM
3
Cambria Investment Management
Manhattan Beach,
California
| $1.63M | +$1.28M | +47,633 | +420% |
|
|
EF
4
Empowered Funds
Havertown,
Pennsylvania
| $1.63M | +$1.28M | +47,633 | +420% |
|
5
HighTower Advisors
Chicago,
Illinois
| $1.32M | +$172K | +6,399 | +15% |
|
6
AQR Capital Management
Greenwich,
Connecticut
| $791K | – | – | – |
|
|
FFA
7
Farther Finance Advisors
San Francisco,
California
| $429K | -$6.05K | -225 | -1% |
|
|
GS
8
GTS Securities
New York
| $412K | -$47.8K | -1,777 | -11% |
|
|
SS
9
Sunbelt Securities
Houston,
Texas
| $404K | +$393K | +14,589 | New |
|
|
SWM
10
Seed Wealth Management
Evanston,
Illinois
| $356K | – | – | – |
|
11
Focus Partners Wealth
Boston,
Massachusetts
| $222K | – | – | – |
|
|
12
BlackRock
New York
| – | -$156K | -5,999 | Closed |
|