Section 351 conversions can help unlock diversification and tax deferral, but success depends on disciplined structure and execution.
Latest updates on trends in the ETF industry related to section 351 ETF conversions.
Section 351 conversions can help unlock diversification and tax deferral, but success depends on disciplined structure and execution.
In June 2025, RFG Advisory and white-label provider Exchange Traded Concepts (ETC) launched a nine-fund suite of actively managed Bluemonte ETFs. It is notable as one of the largest and most complex Section 351 exchange conversions in ETF history, transitioning over 1,000 individual Separately Managed Accounts (SMAs) into public funds.
In June 2025, RFG Advisory and white-label provider Exchange Traded Concepts (ETC) launched a nine-fund suite of actively managed Bluemonte ETFs. It is notable as one of the largest and most complex Section 351 exchange conversions in ETF history, transitioning over 1,000 individual Separately Managed Accounts (SMAs) into public funds.
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