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TAX
Cambria Tax Aware ETF
9 hedge funds and large institutions have $13.8M invested in Cambria Tax Aware ETF in 2026 Q1 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
10% less funds holding
Funds holding: 10 → 9 (-1)
10.67% less ownership
Funds ownership: 70.7% → 60.03% (-11%)
36% less capital invested
Capital invested by funds: $21.4M → $13.8M (-$7.63M)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Holders
9
Holders Change
-1
Holders Change %
-10%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$165K |
Top Sellers
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$6.58M |
| 2 |
GS
GTS Securities
New York
|
-$284K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$274K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$71.5K |
| 5 |
KNW
Kesler Norman & Wride
Ogden,
Utah
|
-$63.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KNW
1
Kesler Norman & Wride
Ogden,
Utah
| $6.27M | -$63.6K | -2,235 | -1% |
|
|
FEG
2
Financial Enhancement Group
Anderson,
Indiana
| $2.66M | – | – | – |
|
|
3
HighTower Advisors
Chicago,
Illinois
| $1.05M | -$274K | -9,620 | -20% |
|
|
EF
4
Empowered Funds
Havertown,
Pennsylvania
| $961K | -$6.58M | -231,135 | -87% |
|
|
CIM
5
Cambria Investment Management
Manhattan Beach,
California
| $961K | -$45.1K | -1,585 | -4% |
|
6
AQR Capital Management
Greenwich,
Connecticut
| $775K | – | – | – |
|
|
SS
7
Sunbelt Securities
Houston,
Texas
| $396K | – | – | – |
|
|
8
Focus Partners Wealth
Boston,
Massachusetts
| $374K | +$165K | +5,800 | +73% |
|
|
FFA
9
Farther Finance Advisors
San Francisco,
California
| $330K | -$71.5K | -2,510 | -17% |
|
|
GS
10
GTS Securities
New York
| – | -$284K | -10,005 | Closed |
|