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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
Cambria Global Equal Weight ETF
GEW
Active, equal-weight global equity
Global large-cap (≥$8B), majority weight to the 500 largest worldwide, ≥3 countries incl. EM
View
Cambria Endowment Style ETF
ENDW
Active, multi-asset endowment-style, 100–150% notional exposure via futures/ETFs
Global equities, fixed income, real estate, commodities, currencies
View
Cambria Tax Aware ETF
TAX
Active, quantitative value/low-dividend tax-aware equity
U.S. equities from the largest ~1,000, screened for value + low dividend yield
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
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
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
Polen Focus Growth ETF
PCLG
Concentrated, quality growth
Large-cap growth (>$10B), up to 15% in $2B–$10B names
View
Scharf ETF
KAT
Bottom-up, value-oriented
Mid- and large-cap U.S. equities, non-diversified, up to 50% foreign
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
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
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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