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351 Exchange Insights, ETF Research, and Tax Strategy for Advisors
Written for the people doing the work: how a Section 351 exchange is structured, how ETFs behave, and what the mechanics mean for a concentrated client portfolio. For company announcements, see the 351 exchange newsroom.
Showing 9 of 12 articles
The 351 ETF Launchpad: How Tax-Deferred Seeding Is Changing Active ETF Launches
ExchangiFi analyzed 101 Section 351 exchange ETFs to see what happens after launch. The data show…
ExchangiFi Publishes New Research Sizing the Section 351 Opportunity at $5.0 Trillion
ExchangiFi has released a new institutional white paper measuring the market for Section 351…
Section 351 Exchange Financial Advisor Guide
For financial advisors and RIAs, a Section 351 exchange can look like a powerful way to move…
ETF Strategies Likely to Attract 351 Exchange Assets
In today’s market, where many long-term investors hold highly appreciated stock portfolios,…
The Biggest ETF Innovation You’ve Never Heard Of
The next major wave in ETFs won’t come from AI funds or thematic plays. It’s already…
The Top 10% Added $5 Trillion in Wealth This Year — Mostly from Stocks
Summary: 2025 has been another banner year for the wealthy, powered by a stock market that…
ETF Look-Through Rule in Section 351 Exchanges Explained
The IRS look-through rule makes Section 351 tax-deferred exchanges easier when your portfolio…
How ETF Creation and Redemption Keep Prices Stable
The creation and redemption mechanism is what makes ETFs liquid, tax-efficient, and fairly…
How ETF Market Makers Keep Share Prices Aligned with NAV
Explore comprehensive strategies for using diversified ETF portfolios to weather market storms…
Understanding ETF Tax Efficiency in 2025
Learn how ETFs provide superior tax advantages compared to mutual funds and discover strategies to…
Can You Use Section 351 to Transfer Assets to an Existing ETF?
A comprehensive beginner's guide to building a solid investment foundation with these carefully…
Investor Guide to What Happens When an ETF Liquidates
Mid-market IT leaders face enterprise-level challenges with smaller teams and tighter budgets. From…
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