Upcoming Launches and Deadlines

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
Brookmont Dividend Growth ETF
BMDG
Bottom-up, fundamentally driven — financial quality/capital discipline, reliable earnings & dividend growth
U.S. large/mid-cap consistent dividend growers, ADRs allowed, sector mix tracking Russell 1000 Value
View
Texas Equity Opportunity ETF
BIGT
Active, thematic
Texas companies, $500M+ cap
View
Clough Global Macro ETF
CMAC
Active, global macro
Global multi-asset, developed and select emerging markets
View
Showing 31–33 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.

Register to Access the 351 Exchange Marketplace

Registration is free. Upload a portfolio, run the diversification and liquidity tests, and review manager strategies open to a Section 351 exchange. If you have questions about eligibility, contact us.

Join the 351 Exchange Community

Advisors, asset managers, service providers, and counsel comparing notes on eligibility, upcoming launches, regulatory developments, and tax aware strategy.