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ETF Prime: New Platform Simplifies 351 Exchanges
Etftrends· 2026-01-28 17:14
Group 1 - The ETF Prime platform connects advisors managing concentration risk with ETF issuers offering 351 exchanges, allowing tax-free swaps of individual securities for ETF shares under an 80-year-old tax code provision [1] - The platform is free for advisors, generating revenue through listing and marketing fees from ETF issuers, and is expected to have 50 to 100 opportunities by year-end, indicating a mainstream adoption of the 351 exchanges [1] - Approximately one-third of the 1,000 recently launched ETFs could utilize this tax-efficient structure, although legal uncertainties exist regarding strategy alignment and rebalancing timelines [1] Group 2 - Themes ETFs has experienced rapid growth, currently managing 17 thematic ETFs with $300 million in assets and 73 leveraged share ETFs with nearly $1 billion in assets [1] - The firm focuses on pure play exposure, avoiding unrelated stocks to enhance returns, with the Themes Silver Miners ETF (AGMI) achieving a nearly 240% gain over the past year due to silver's dual role as an industrial metal and undervalued asset [1] - Themes ETFs' only active strategy is the Themes Global Systemically Important Banks ETF (GSIB), which includes the 29 largest financial institutions designated by the Financial Stability Board [1]