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ETFs Seeding In-Kind
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$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.
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Brent Sullivan
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.
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Brent Sullivan
In-kind of a big deal: TAX launches soon
The Cambria Tax Aware ETF should launch on Weds Dec 18, 2024
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Brent Sullivan
Can I seed an ETF in-kind using mutual fund shares?
Technically, yes, but no ETF will take it.
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Brent Sullivan
What's in the BOXX? Part 1: State Rates
BOXX (Alpha Architect's 1-3M box spread ETF) gets punished by state income tax. Does it matter?
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Brent Sullivan
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.
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Brent Sullivan

November 2024

Fortune Favors The Brave... Until it Doesn't
Fictional Matt Damon urges diversification and Srikanth and I compare exchange funds and 351 conversions.
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Brent Sullivan
0:50
Tax Deferral Is The Hottest Thing In ETFs?
Tax efficiency won't drive the next $10 trillion in ETF AUM... well, maybe it could.
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Brent Sullivan
Options-Powered ETFs: Democratizers & Disruptors
New strategies and revamped old ones, all powered by options and delivered in the ETF wrapper, will change how we think about investing... if we can…
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Brent Sullivan
Why I Love/Hate Morningstar's Tax Cost Ratio
Tax Cost Ratio is invaluable for measuring an ETF's tax-efficiency. Morningstar should go further.
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Brent Sullivan

October 2024

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