Tax Alpha Insider
Subscribe
Sign in
Home
Notes
Tax Alpha Trends
Long/Short
Direct Indexing Market Map
ETFs Seeding In-Kind
351
About
351
Latest
Top
Discussions
I co-authored a blog for Kitces about seeding an ETF in-kind
My co-author/sherpa was Ben Henry-Moreland, CFP®, EA
Mar 14
•
Brent Sullivan
Share this post
Tax Alpha Insider
I co-authored a blog for Kitces about seeding an ETF in-kind
Copy link
Facebook
Email
Notes
More
Is seeding an ETF in-kind the right strategy?
I compare seeding an ETF to an exchange fund, charitable remainder trust, and tax-aware long/short separate account.
Mar 11
•
Brent Sullivan
1
Share this post
Tax Alpha Insider
Is seeding an ETF in-kind the right strategy?
Copy link
Facebook
Email
Notes
More
An ETF seeded with other ETFs launched with $440 million
The Longview Advantage ETF (ticker EBI) recently seeded in-kind w/ 75% other ETFs
Mar 2
•
Brent Sullivan
Share this post
Tax Alpha Insider
An ETF seeded with other ETFs launched with $440 million
Copy link
Facebook
Email
Notes
More
How Hill Investment Group gathered $500 million in-kind for its new ETF
The Longview Advantage ETF (ticker EBI) leaned into its adviser relationships
Jan 26
•
Brent Sullivan
2
Share this post
Tax Alpha Insider
How Hill Investment Group gathered $500 million in-kind for its new ETF
Copy link
Facebook
Email
Notes
More
2
28 weeks later: What's stopping Cambria Tax Aware ETF from hitting its target allocation?
Why 3 to 6 months to compliantly reposition an ETF seeded in-kind isn't crazy
Jan 22
•
Brent Sullivan
1
Share this post
Tax Alpha Insider
28 weeks later: What's stopping Cambria Tax Aware ETF from hitting its target allocation?
Copy link
Facebook
Email
Notes
More
28 days later: Cambria Tax Aware ETF (ticker TAX) at launch and today
TAX looks like it did on launch day. Tracking error might be a problem.
Jan 19
•
Brent Sullivan
2
Share this post
Tax Alpha Insider
28 days later: Cambria Tax Aware ETF (ticker TAX) at launch and today
Copy link
Facebook
Email
Notes
More
De-risking concentrated stock by seeding an ETF in-kind
Up to 25% could come from a single stock.
Dec 22, 2024
•
Brent Sullivan
1
Share this post
Tax Alpha Insider
De-risking concentrated stock by seeding an ETF in-kind
Copy link
Facebook
Email
Notes
More
$27 million AUM contributed in-kind to Cambria Tax Aware ETF (TAX)
Meb calls it "our biggest launch ever" as new ETF is seeded in-kind w/ 56% ETFs, 44% direct equities.
Dec 19, 2024
•
Brent Sullivan
Share this post
Tax Alpha Insider
$27 million AUM contributed in-kind to Cambria Tax Aware ETF (TAX)
Copy link
Facebook
Email
Notes
More
Can I diversify a large single-stock holding tax-free by seeding an ETF in-kind?
No. Section 351 tests for diversification at the individual and aggregate levels.
Dec 17, 2024
•
Brent Sullivan
Share this post
Tax Alpha Insider
Can I diversify a large single-stock holding tax-free by seeding an ETF in-kind?
Copy link
Facebook
Email
Notes
More
In-kind of a big deal: TAX launches soon
The Cambria Tax Aware ETF should launch on Weds Dec 18, 2024
Dec 15, 2024
•
Brent Sullivan
Share this post
Tax Alpha Insider
In-kind of a big deal: TAX launches soon
Copy link
Facebook
Email
Notes
More
Can I seed an ETF in-kind using mutual fund shares?
Technically, yes, but no ETF will take it.
Dec 11, 2024
•
Brent Sullivan
1
Share this post
Tax Alpha Insider
Can I seed an ETF in-kind using mutual fund shares?
Copy link
Facebook
Email
Notes
More
Will seeding ETFs in-kind go mainstream? "I doubt it"
The largest ETF sponsors need to drive costs lower, but they have little incentive to help.
Dec 1, 2024
•
Brent Sullivan
4
Share this post
Tax Alpha Insider
Will seeding ETFs in-kind go mainstream? "I doubt it"
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts