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Section 351 ETF Fund Directory

Explore Every Section 351 ETF Strategy in One Place

Exchangifi provides a comprehensive directory of active Section 351 ETF exchanges. A Section 351 conversion allows investors and RIAs to transfer highly appreciated SMAs or concentrated stock positions into a newly launched ETF—tax-deferred. Because 351 exchanges are only available during specific ETF launch windows and require passing strict IRS diversification thresholds (25%/50% rules), this marketplace tracks active strategies, manager profiles, and contribution windows so advisors can execute tax-free ETF conversions.

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Strategy
Approach
Universe / Focus
Profile
Eagle Capital Select Equity ETF
EAGL
Long-only, bottom-up value strategy in undervalued companies
Primarily U.S. large caps (>$20B at purchase), may hold any size/foreign
View
JLens 500 Jewish Advocacy U.S. ETF
TOV
Passive / indexing — tracks the JLens 500 Jewish Advocacy U.S. Index (values-tilted)
VettaFi US Equity Large-Cap 500 Index, minus Treif / Do-Not-Invest exclusions
View
The Longview Advantage ETF
EBI
Active — overweights higher profitability-to-value U.S. equities
Diverse U.S. companies, benchmarked to the Bloomberg US 3000 Index
View
Stance Sustainable Beta ETF
CHGX
Passive / indexing — Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index
Solactive US Large & Mid Cap Index (~1,000), ESG-screened
View
Scharf Global Opportunity ETF
GKAT
Bottom-up, value-oriented
U.S. and non-U.S. equities, all caps; ≥40% non-U.S., 4+ countries
View
Scharf ETF
KAT
Bottom-up, value-oriented
Mid- and large-cap U.S. equities, non-diversified, up to 50% foreign
View
Polen Focus Growth ETF
PCLG
Concentrated, quality growth
Large-cap growth (>$10B), up to 15% in $2B–$10B names
View
Burney U.S. Factor Rotation ETF
BRNY
Active factor rotation across cap-size/growth-value cycles + ML "digital footprint" signal
U.S.-listed common stock, small/mid/large-cap, excl. ADRs, microcaps <$1B, illiquid names
View
Amplius Aggressive Asset Allocation ETF
AAAA
Active tactical allocation — equities, fixed-income ETFs, downside-protection ETFs
60–100% equities (20–100% US large, 0–40% US small/mid, 0–40% foreign), remainder fixed-income/downside-protection
View
NPF Core Equity ETF
NPFE
Active, bottom-up fundamental stock selection
High-quality U.S. companies — stable cash flows, strong balance sheets, durable competitive advantage
View
Showing 11–20 of 33

Strategy profiles are provided by each manager and describe the strategy only. Nothing on this page is an offer, solicitation, or recommendation of any security.

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