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TAX

Cambria Tax Aware ETF
TAX

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

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
+$5.86M
2
HighTower Advisors
HighTower Advisors
Illinois
+$14.2K
3
SS
Sunbelt Securities
Texas
+$536

Top Sellers

Rank Fund Capital Flow
1
KNW
Kesler Norman & Wride
Utah
-$983K
2
CIM
Cambria Investment Management
California
-$620K
3
SWM
Seed Wealth Management
Illinois
-$356K
4
GS
GTS Securities
Florida
-$138K
5
FFA
Farther Finance Advisors
California
-$26.8K

TAX Hedge Fund Activity: Q4 2025 in Review

10 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Cambria Tax Aware ETF (TAX) for Q4 2025, worth a combined $21.4M — up 32% from $16.3M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of TAX and 0 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 added.

The largest buyer was Empowered Funds, adding an estimated $5.86M. The largest seller was Kesler Norman & Wride, cutting an estimated $983K.

  • 10 institutional investors held Cambria Tax Aware ETF (TAX) as of Q4 2025, down from 11 in Q3 2025.
  • Funds reported $21.4M of Cambria Tax Aware ETF stock for Q4 2025, up 32% quarter-over-quarter.
  • 0 funds opened new Cambria Tax Aware ETF positions in Q4 2025 and 1 closed out, a net change of -1 holder.
  • The largest Cambria Tax Aware ETF buyer in Q4 2025 was Empowered Funds, an estimated $5.86M added.
  • The largest Cambria Tax Aware ETF seller in Q4 2025 was Kesler Norman & Wride, an estimated $983K sold.

Based on aggregated 13F filings for Q4 2025.