Tax Alpha Insider

Tax Alpha Insider

How an exchange fund unblocks billions by seeding an ETF in-kind

Investors denied by incumbent exchange funds have a disruptor to consider

Brent Sullivan's avatar
Brent Sullivan
May 25, 2025
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Note: This post is not investment, tax, or legal advice. Tax Alpha Insider independently produced it. See full disclosure at the end.

A few weeks ago, I received a cryptic email

An ETF I'm following said it would delay launching due to a “new concept” that could help investors with concentrated stock positions.

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