351

Don't call it a comeback: Cambria's latest ETF seeded in-kind raises ~$100 million

"Advisors are starting to understand the power of the 351 ETF Conversion."

Apr 22 •

Tax-aware long/short... what if the long is an ETF?

A novel approach to the 130/30 is compelling, but has a few tradeoffs

Apr 20 •

I printed 50 copies of The Adviser's Guide To Seeding an ETF In-Kind

70 pages of full-color print. What the heck is Section 368 consolidation?

Apr 9 •

I co-authored a blog for Kitces about seeding an ETF in-kind

My co-author/sherpa was Ben Henry-Moreland, CFP®, EA

Mar 14 •

Is seeding an ETF in-kind the right strategy?

I compare seeding an ETF to an exchange fund, charitable remainder trust, and tax-aware long/short separate account.

Mar 11 •

An ETF seeded with other ETFs launched with $440 million

The Longview Advantage ETF (ticker EBI) recently seeded in-kind w/ 75% other ETFs

Mar 2 •

How Hill Investment Group gathered $500 million in-kind for its new ETF

The Longview Advantage ETF (ticker EBI) leaned into its adviser relationships

Jan 26 •

28 weeks later: What's stopping Cambria Tax Aware ETF from hitting its target allocation?

Why 3 to 6 months to compliantly reposition an ETF seeded in-kind isn't crazy

Jan 22 •

28 days later: Cambria Tax Aware ETF (ticker TAX) at launch and today

TAX looks like it did on launch day. Tracking error might be a problem.

Jan 19 •

De-risking concentrated stock by seeding an ETF in-kind

Up to 25% could come from a single stock.

Dec 22, 2024 •

$27 million AUM contributed in-kind to Cambria Tax Aware ETF (TAX)

Meb calls it "our biggest launch ever" as new ETF is seeded in-kind w/ 56% ETFs, 44% direct equities.

Dec 19, 2024 •

Can I diversify a large single-stock holding tax-free by seeding an ETF in-kind?

No. Section 351 tests for diversification at the individual and aggregate levels.

Dec 17, 2024 •

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