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Tax Deferred With 351 Exchange

About 351 Exchange

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A Section 351 exchange allows investors to transfer appreciated assets into a newly created ETF without triggering immediate capital gains taxes, provided the portfolio meets diversification requirements and the contributor maintains at least 80% control post-exchange. This tax-efficient structure is particularly valuable for investors with concentrated positions or SMAs seeking to reposition without taxable rebalancing, though certain assets like mutual funds, private equity, and cryptocurrencies are typically ineligible.
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351 Exchange Services

Visit ExchangFi.com

Learn about these strategies or participate in upcoming ETF launches designed for 351 transfers? Visit ExchangiFi.com to explore investor insights, eligibility criteria, and the next wave of tax-efficient portfolio innovation.

351 Exchange Process

Visit ExchangiFi.com, checkout the tools, and register for an account.

Determine the optimal tax deferred portfolio using your investment thesis and ExchangiFi software.

Look at the upcoming ETF launches, read prospectuses, listen to webinars, and speak with the ETF issuers.

Participate in an exchange and diversify your portfolio into a new ETF using a 351 Exchange.

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351 Exchange Rules & Regulations

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Unlocking Section 351: Best Practices For Seeding ETFs via SMA Conversions

Watch this video about 351 exchanges from the EPT Forum, or read our Rules & Regulations Pages that will explain more.

If you are an ETF Issuer and you would like to learn more about how to raise funds for your ETF using a 351 exchange, click here.
For investors interested in learning how they can diversify their portfolio tax deferred using a 351 exchange, visit this page.
351 Exchanges to ETF Launches

Previous 351 Exchanges

Headlines From Syndicated Launches

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Exchange Traded Concepts Announces Launch of Bluemonte ETF Suite

Exchange Traded Concepts (ETC), a leader in providing innovative ETF solutions, is delighted to introduce the new lineup of Bluemonte ETFs

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Cambria and ETF Architect Announce Cambria Endowment Style ETF (ENDW)

Joins TAX as Cambria’s Second 351 Exchange. ETF provides diversified, global exposure inspired by endowment-style investing strategies.

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Tax-Busting Tactic Loved by Tech Millionaires Is Coming to ETFs

Stance Sustainable Beta ETF will be seeded with the appreciated securities of wealthy investors, who will swap their assets for shares in the funds rather than buy into them with cash.

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A $500 Million ETF Will Be Next Big Launch in Tax-Busting Trend

Missouri based investment manager Hill Investment Group new fund (EBI) where investors can swap existing securities for shares in new product.