Convert Your SMA to an ETF with Tidal

Tax Benefits, Transparency, and Market Access

Voted the Best Capital Markets Team, the Best US White Label Platform, the Best ETF Research Provider, the Best Overall ETF Administrator, the Best ETF Administrator – Equity ETFs, and the Best ETF Administrator – Fixed Income ETFs

2025

Tidal’s use and promotion of the 2025 US Awards received was undertaken in coordination with ETF Express, for which compensation was paid.

Voted Best Service Provider of the Year by ETF.com, recognized for experienced strategy development, operations support, and marketing across the ETF industry.

Research

Research ETF Structures

04/03/2025

Active ETF Boom: Why Specialized Trading Teams Are the Future

While passive index ETFs have long dominated the market, the rise of active ETFs is changing the landscape. Investors are pleading for more than just broad-market exposure; they want strategic, risk-managed portfolios that can adapt to changing market conditions or provide the perfect final piece to complete their portfolio. Read on to know more

03/21/2025

How a 351 Conversion Can Lower Your Tax Bill

Tax season is here, and for many investors, that means finding ways to keep more of their money. If you’re holding highly appreciated stocks or a dividend-heavy portfolio, you know the challenge of managing capital gains taxes while preserving your investments. Read on to learn more.

03/10/2025

ETF Diversification vs. Concentration: Finding the Right Balance

While diversification offers stability, concentration offers the potential for much higher returns, albeit at the cost of increased volatility. Let’s dive into how these two concepts play out in the ETF landscape.

02/07/2025

Unlocking ETFs With Derivatives

In 2023, the derivatives-based ETF market accounted for $46 billion out of the $349 billion in active AUM. Fast forward to January 12th, 2025, and that figure has skyrocketed to $168 billion, representing approximately 18% of the $900 billion in active AUM. Read on to know more:

01/28/2025

Top 3 Things to Consider in a 351 Conversion

A 351 conversion—the process of transferring appreciated assets into an Exchange-Traded Fund (ETF) without necessarily triggering immediate recognition of taxable gains if all relevant IRS conditions are met—is a compelling strategy for tax efficiency and portfolio modernization. Read on to know more:

01/16/2025

A Record Breaking Year for the ETF Industry in 2024

The year 2024 has been nothing short of extraordinary, particularly for the Exchange-Traded Fund (ETF) industry. This year has shattered records across the board, from new listings to net inflows and total assets under management. Read on to know more:

12/09/2024

Understanding 351 Conversions

Section 351 of the U.S. Internal Revenue Code provides a solution, a tax-free conversion of SMA holdings into an Exchange-Traded Fund (ETF). This strategy not only defers capital gains but also capitalizes on the operational and structural benefits of ETFs.

11/27/2024

5 Steps for Active ETF Due Diligence

Evaluating active ETFs is a whole different ball game compared to passive funds. With active management, you’re not just assessing costs or tracking a simple benchmark, you’re trying to figure out if the fund’s pursuit of alpha is worth the higher fees.

11/27/2024

No Room for You – A Focus on Exclusionary ETFs

Exclusionary ETFs are transforming the landscape of investing by filtering out companies that don't align with specific values. Discover how these funds can enhance your portfolio while staying true to your principles.

11/12/2024

Launching an ETF? White Label Could Be the Answer

Launching an ETF independently can be overwhelming due to significant costs, regulatory hurdles, and time demands. White labels provide turnkey solutions, handling the behind-the-scenes processes without being visible in your ETF branding.