We are live on
!
Find out more
TAX
Cambria Tax Aware ETF
10 hedge funds and large institutions have $21.4M invested in Cambria Tax Aware ETF in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
32% more capital invested
Capital invested by funds: $16.3M → $21.4M (+$5.14M)
15.12% more ownership
Funds ownership: 55.58% → 70.7% (+15%)
9% less funds holding
Funds holding: 11 → 10 (-1)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Holders
10
Holders Change
-1
Holders Change %
-9.09%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$5.86M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$14.2K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
+$536 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empowered Funds
Havertown,
Pennsylvania
| $7.57M | +$5.86M | +207,586 | +352% |
|
|
KNW
2
Kesler Norman & Wride
Ogden,
Utah
| $6.62M | -$983K | -34,833 | -13% |
|
|
FEG
3
Financial Enhancement Group
Anderson,
Indiana
| $2.64M | – | – | – |
|
|
4
HighTower Advisors
Chicago,
Illinois
| $1.37M | +$14.2K | +504 | +1% |
|
|
CIM
5
Cambria Investment Management
Manhattan Beach,
California
| $1.05M | -$620K | -21,964 | -37% |
|
6
AQR Capital Management
Greenwich,
Connecticut
| $812K | – | – | – |
|
|
SS
7
Sunbelt Securities
Houston,
Texas
| $415K | +$536 | +19 | +0.1% |
|
|
FFA
8
Farther Finance Advisors
San Francisco,
California
| $413K | -$26.8K | -950 | -6% |
|
|
GS
9
GTS Securities
New York
| $284K | -$138K | -4,881 | -33% |
|
10
Focus Partners Wealth
Boston,
Massachusetts
| $227K | – | – | – |
|
|
SWM
11
Seed Wealth Management
Evanston,
Illinois
| – | -$356K | -12,858 | Closed |
|