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Why Aren't Asset Managers Jumping on ETF Conversions?


“I think we see all the advantages to a conversion,” Pershkow said, speaking at the virtual ETFGI Global ETFs Insights Summit this week. “There’s tax efficiency. ETFs have the ability to send securities out of their portfolio in kind, so you don’t unlock the capital gains problem. There’s cost efficiencies; 12b-1 fees aren’t present in any ETFs I know, except the SPDRs. Then there’s transaction costs. People want to convert their mutual funds seemingly to ETFs, but then the question is, well why hasn’t it happened?”
He points to a few reasons why many fund managers are holding out, including the need for a brokerage account to hold ETF shares, the fact the tax-efficiency benefits aren’t present in defined contribution plans, such as 401(k)s, and the ability to close down a mutual fund to new purchases. ....

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Converting Mutual Funds to ETFs: A Fertile Field? | Carlton Fields


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A trend seems to be starting for open-end management investment companies to reorganize into exchange-traded funds. The March 12, 2021, merger of the Adaptive Growth Opportunities Fund, a series of the Starboard Investment Trust, into the Adaptive Growth Opportunities ETF, a series of the trust that was created for that purpose, illustrates what this may entail.
The fund’s adviser, Cavalier Investments (doing business as Adaptive Investments), continues as the ETF’s adviser.
The shareholders received a Form N-14 information statement, prospectus, statement of additional information, president’s letter, and Q&A describing the conversion and the ETF. Shareholders had an opportunity to redeem or exchange their shares in the fund if they did not want to continue as shareholders of the ETF. ....

Starboard Investment , Adaptive Growth Opportunities Fund , Investment Company , Starboard Investment Trust , Adaptive Growth Opportunities , Cavalier Investments , Adaptive Investments , மாற்றி அமைக்கத்தக்க வளர்ச்சி வாய்ப்புகள் நிதி , முதலீடு நிறுவனம் , கேவலியர் முதலீடுகள் , மாற்றி அமைக்கத்தக்க முதலீடுகள் ,

Adaptive Growth Opportunities Fund is converting to an ETF


Adaptive Growth Opportunities Fund is converting to an ETF
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ALPHARETTA, Ga., May 10, 2021 /PRNewswire/ Adaptive Investments has received SEC approval to move forward with one of the first conversions of an open ended mutual fund, to an exchange traded fund (ETF.). The Adaptive Growth Opportunities Fund, CATEX, will exchange to the ETF structure after close of business on May 7th. The Fund will trade under the new ticker, AGOX, beginning May 10th.
The Fund possesses Morningstar s 5-Star ranking over 3 years, 5 years and overall.
Morningstar Tactical Category
Top 6% over 3 years out of 218 funds ....

Gregory Rutherford , Fund Investing Risk , Adaptive Growth Opportunities Fund , Capital Investment Group Inc , Cavalier Investments , Star Ratings , Adaptive Investments , Registered Investment , Summary Prospectus , Adaptive Growth Opportunities , Common Stock Risk , Funds Risk , Equity Securities Risk , Fixed Income Risk , Cash Equivalents Risk , Foreign Securities , Emerging Markets Risk , Investment Advisor Risk , Management Risk , Large Cap Securities Risk , Portfolio Turnover Risk , Quantitative Model Risk , Mid Cap Securities Risk , Cybersecurity Risk , Authorized Participant Risk , Trading Halt ,

Nottingham shepherds first administrator issuer led conversion of mutual fund to ETF


Press release content from News Direct Corporation. The AP news staff was not involved in its creation.
Nottingham shepherds first administrator issuer led conversion of mutual fund to ETF
May 10, 2021 GMT
Adaptive Growth Opportunities ETF (AGOX)
The Nottingham Company, a leading fund administrator, issuer and consultant to the mutual fund and ETF industry, is pleased to announce live trading on NYSE ARCA for its first conversion of an open-end mutual fund to an exchange traded fund (ETF). Nottingham-affiliated series trust Starboard Investment Trust completed the registration portion of the process recently for the Adaptive Growth Opportunities Fund converting to Adaptive Growth Opportunities ETF (AGOX). Starboard Investment Trust is the first fund administrator sponsored series trust to convert one of its mutual funds to an ETF. The Adaptive Growth Opportunities Fund converted all its assets to AGOX on Friday May 7th, with public trading opening Monday morning Ma ....

North Carolina , United States , Jim Kaiser , Pete Mccabe , Terry Davis , Greg Rutherford , Harry Markowitz , Starboard Investment , Fund Investing Risk , Latour Trading , Greenberg Traurig , Adaptive Growth Opportunities Fund , Capital Investment Group Inc , Nottingham Company , Starboard Investment Trust , Adaptive Growth Opportunities , Friday May , Growth Opportunities , Adaptive Growth , Tactical Allocation , Star Ratings , Pete Mccabe Chief Operating Officer , Clear Street , Adaptive Investments , Kip Meadows , Lead Market Makers ,

Adaptive Growth Opportunities Fund Converts to an ETF, 'AGOX'


May 10, 2021
On Monday, the Nottingham Company, a leading fund administrator, issuer, and consultant to the mutual fund and ETF industry, announced live trading on NYSE ARCA for its first conversion of an open-end mutual fund to an exchange traded fund (ETF).
Nottingham-affiliated series trust Starboard Investment Trust completed the registration portion of the process recently for the Adaptive Growth Opportunities Fund as it converted to the
Adaptive Growth Opportunities ETF (AGOX). Starboard Investment Trust is the first fund administrator-sponsored series trust to convert one of its mutual funds to an ETF.
The Adaptive Growth Opportunities Fund converted all its assets to AGOX on Friday, May 7th, with public trading opening Monday morning, May 10th. ....

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