Section 351

The Rules, the Numbers, and the Use Cases

Everything an advisor or issuer needs to understand a Section 351 exchange: the statute, the diversification tests, platform activity to date, and when it makes sense to use one.

At a Glance
Statute IRC Section 351
Diversification test 25% / 50% rule
Tax treatment Gain not recognized
Basis & holding period Carry over
Advisor AUM impact +50% average
Section 351

What Is a Section 351 Exchange?

Section 351 of the Internal Revenue Code allows an investor to contribute securities to a newly formed ETF and receive fund shares in return. When the requirements are met, the contribution seeks to be treated as a tax-deferred exchange rather than a sale: no gain is recognized at the time of the transfer, and the investor’s cost basis and holding period carry over into the ETF shares.

Individual stock positions 12 holdings
CAT 21.1%
DE 7.2%
GE 7.2%
HON 7.2%
LIN 7.2%
Other 50.0%
In-kind contribution
Section 351
tax-deferred basis
One new ETF Open
GQ
SPYX
Global Quality Growth ETF
Investor receives ETF shares
Gain recognized None at transfer
Basis & holding period Carry over
Rules for participating

Three Requirements Every 351 Exchange Contribution Must Satisfy

A contribution that fails any one of these tests may not qualify for tax-deferred treatment under Section 351.
01

The 25/50 diversification test

No single contributed position may exceed 25% of the portfolio's value, and the five largest positions together may not exceed 50%.

02

Contributed securities must be intraday liquid

Eligible holdings trade intraday on an exchange: listed equities, ETFs, closed-end funds, and ADRs. Illiquid or restricted positions do not qualify.

03

The strategy must align

The contributed basket must be consistent with the investment objective of the receiving ETF as described in its prospectus.

ExchangiFi's optimization software tests all of this before a portfolio is submitted: diversification limits, eligibility of each holding, and alignment with the receiving fund. For the full list of rules and requirements, go to 351 Exchange.

Full rules and requirements

Asset Eligibility for a Section 351 Exchange

Generally any liquid securities that trade intraday qualify. Mutual funds, private securities, and illiquid assets do not.
Eligible

What CAN be contributed

  • US Equities and ADRs
    Provided they are liquid and non-OTC
  • US and Foreign Stock ETFs
    Subject to the look-through rule
  • Foreign Equities and GDRs
    Only if the local market allows in-kind transfers
  • Fixed Income ETFs
    If aligned with the broader fund strategy
  • Closed-End Funds
    If publicly traded and redeemable in-kind
  • Crypto ETFs, ETPs & DATs, Commodity ETFs, MLPs
    Small portion only, often cost-prohibitive operationally
Ineligible

What CANNOT be contributed

  • Mutual Funds
    Individual shares cannot be traded in-kind
  • Direct Spot Cryptocurrency
    Unless structured as a standalone Grantor Trust
  • Restricted and Private Securities
    Private stock, RSUs, and private equity
  • Illiquid and Alternative Assets
    Hedge funds, REITs, options, and other illiquid positions
  • Restricted Foreign Markets
    Brazil, China, India, South Korea, Saudi Arabia, Taiwan
  • Cash
    Cash cannot count to diversification requirement tests
Use cases

When Advisors Reach for a Section 351 Exchange

Five situations where a taxable sale is the obstacle and a Section 351 in-kind contribution is the solution.
01

Concentrated single stock position

A client holds one appreciated name they cannot sell without a large tax bill. The position is contributed into a diversified fund and the gain stays deferred.

02

Low basis legacy portfolio

Decades of holdings with embedded gains, inherited or self-managed, restructured into a single fund rather than liquidated position by position.

03

Held away and multi custodian accounts

Positions scattered across brokerages and other advisory firms consolidated into one ETF holding, bringing assets under one relationship.

04

SMA and model book conversion

An advisor converts a separately managed sleeve into an ETF wrapper, cutting per account trading and simplifying reporting across the book.

05

Estate and generational planning

Fragmented family holdings unified into one fund so beneficiaries inherit a single diversified position with carryover basis.

Case study
$4M
in one stock
$1M
in capital gains taxes deferred
50%
increase in advisor assets under advisement
Download case study
What you can do on ExchangiFi

One Platform, Three Capabilities

Advisors find 351 ETF launches, both sides test portfolios against the Section 351 rules, and sponsors run the launch. Use the part that belongs to your role.
For advisors

Use the dashboard to find and evaluate Section 351 exchange ETF opportunities

Every open fund in one marketplace, with issuer, strategy tags, expense ratio, contribution deadline, and launch date on each listing.

ExchangiFi dashboard listing available Section 351 exchange ETFs
For advisors and issuers

Use the optimization software to check portfolios at the account level and in aggregate

The software runs the 25/50 diversification test and screens each holding for intraday liquidity, one client account at a time and across every contribution in a syndicated launch, then reports the positions to adjust before submission.

ExchangiFi portfolio summary showing a passed 25/50 compliance test
For ETF sponsors

Manage the fund launch end to end

Advisors and issuers work from the same record: committed amounts, contribution deadlines, documents, and conversion status through to launch.

ExchangiFi issuer portal tracking ETF launches and conversions
351 Exchange Service Providers

The Service Providers That Make a Section 351 ETF Possible

A Section 351 launch takes a sponsor, a trust, an administrator, a custodian, counsel, and a distribution partner working together to get an ETF to market.
ETF sponsors and trusts
Teucrium
Tidal Financial Group
RBB Fund Trust
Defiance ETFs
Twin Oaks
Administration, custody, and trust
Nottingham
Ultimus
U.S. Bank
Commonwealth Fund Services
Charles Schwab
Legal, consulting, and distribution
Defiance Analytics
Endeavour Investment Partners
Blackwater ETFs
Compound Media

Register to Access the 351 Exchange Marketplace

Advisors and ETF issuers can register for platform access. If you have questions about Section 351 exchanges or eligibility, contact us.

Join the 351 Exchange Community

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