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ETFs Seeding In-Kind
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Why seed an ETF in-kind only to sell a few months later?
Selling should undo the tax benefits of seeding in-kind... right?
Jul 27
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Brent Sullivan
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Why seed an ETF in-kind only to sell a few months later?
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How an exchange fund unblocks billions by seeding an ETF in-kind
Investors denied by incumbent exchange funds have a disruptor to consider
May 25
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Brent Sullivan
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How an exchange fund unblocks billions by seeding an ETF in-kind
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The ETF share class proves the staying power of the mutual fund
Advisers will have more ways to invest retirement account assets and lower transaction costs.
May 11
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Brent Sullivan
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The ETF share class proves the staying power of the mutual fund
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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
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Brent Sullivan
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Don't call it a comeback: Cambria's latest ETF seeded in-kind raises ~$100 million
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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
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Brent Sullivan
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Tax-aware long/short... what if the long is an ETF?
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I printed (another) 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
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Brent Sullivan
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I printed (another) 50 copies of The Adviser's Guide To Seeding an ETF In-Kind
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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
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Brent Sullivan
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I co-authored a blog for Kitces about seeding an ETF in-kind
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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
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Brent Sullivan
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Is seeding an ETF in-kind the right strategy?
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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
•
Brent Sullivan
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An ETF seeded with other ETFs launched with $440 million
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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
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Brent Sullivan
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How Hill Investment Group gathered $500 million in-kind for its new ETF
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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
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Brent Sullivan
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28 weeks later: What's stopping Cambria Tax Aware ETF from hitting its target allocation?
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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
•
Brent Sullivan
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28 days later: Cambria Tax Aware ETF (ticker TAX) at launch and today
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