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TAX

Cambria Tax Aware ETF
TAX

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

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$165K

Top Sellers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
-$6.58M
2
GS
GTS Securities
Florida
-$284K
3
HighTower Advisors
HighTower Advisors
Illinois
-$274K
4
FFA
Farther Finance Advisors
California
-$71.5K
5
KNW
Kesler Norman & Wride
Utah
-$63.6K

TAX Hedge Fund Activity: Q1 2026 in Review

9 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Cambria Tax Aware ETF (TAX) for Q1 2026, worth a combined $13.8M — down 36% from $21.4M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of TAX and 0 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 1 added.

The largest buyer was Focus Partners Wealth, adding an estimated $165K. The largest seller was Empowered Funds, cutting an estimated $6.58M.

  • 9 institutional investors held Cambria Tax Aware ETF (TAX) as of Q1 2026, down from 10 in Q4 2025.
  • Funds reported $13.8M of Cambria Tax Aware ETF stock for Q1 2026, down 36% quarter-over-quarter.
  • 0 funds opened new Cambria Tax Aware ETF positions in Q1 2026 and 1 closed out, a net change of -1 holder.
  • The largest Cambria Tax Aware ETF buyer in Q1 2026 was Focus Partners Wealth, an estimated $165K added.
  • The largest Cambria Tax Aware ETF seller in Q1 2026 was Empowered Funds, an estimated $6.58M sold.

Based on aggregated 13F filings for Q1 2026.