Exchange Traded Concepts Announces Launch of Bluemonte ETF Suite
Exchange Traded Concepts Announces Launch of Bluemonte ETF Suite |
[25-June-2025] |
OKLAHOMA CITY, June 25, 2025 /PRNewswire/ -- Exchange Traded Concepts (ETC), a leader in providing innovative ETF solutions, is delighted to introduce the new lineup of Bluemonte ETFs: Bluemonte Dynamic Total Market ETF (NYSE: BLUX), Bluemonte Large Cap Value ETF (NYSE: BVAL), Bluemonte Global Equity ETF (NYSE: BINT), Bluemonte Long Term Bond ETF (NYSE: BLTD), Bluemonte Core Bond ETF (NYSE: BDBT), Bluemonte Diversified Income ETF (NYSE: BLUI), Bluemonte Short Term Bond ETF (NYSE: BLST), Bluemonte Large Cap Growth ETF (NYSE: BLGR) and the Bluemonte Large Cap Core ETF (NYSE: BLUC) in conjunction with RFG Advisory (RFG). "We are excited to work with RFG to bring these nine funds to the market to support RFG's provision of Bluemonte model portfolio strategies to their clients," says J. Garret Stevens, CEO of Exchange Traded Concepts. "This launch has been one of the largest and most complex 351 exchange transactions in ETF history. ETC is proud to continue our track record of excellence. By converting over a thousand individual client SMA accounts into 9 new ETFs, RFG has provided their clients with all of the advantages of their portfolio management expertise and now with the potential additional tax benefits ETFs are known for." "Bluemonte brings institutional-caliber investment strategies to individual investors through a thoughtfully constructed suite of low-cost ETFs," says Rick Wedell, President and Chief Investment Officer of RFG Advisory. "Unlike traditional stand-alone products intended to be mixed and matched, Bluemonte's coordinated strategies are designed to work together as a complete asset management solution. This integrated approach aims to reduce overlap, improve tax efficiency, and streamline portfolio positioning—offering the potential for greater control and alignment with an investor's specific risk profile and financial objectives." About Exchange Traded Concepts (ETC) About RFG The nine Bluemonte ETFs are now listed on the NYSE Arca and available for trading. For more information, visit www.Bluemontefunds.com. Important information All investments involve risk, including possible loss of principal. Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Funds, please call 1-833- 537-3863 or visit our website at www.Bluemontefunds.com/investor-materials. Read the prospectus or summary prospectus carefully before investing. Investing involves risk, including possible loss of principal. There is no guarantee the Funds will achieve their stated investment objectives. Shares of ETFs are bought and sold at market price (closing price) not net asset value (NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. Exchange Traded Concepts, LLC serves as the investment advisor of the funds. RFG Advisory, LLC serves as the sub-adviser to the funds. SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA 19456) serves as the Fund Distributor for the Bluemonte ETFs. SEI Investments Distribution Co., Exchange Traded Concepts, LLC., RFG Advisory, LLC are not affiliated.
SOURCE Exchange Traded Concepts, LLC | ||
Company Codes: AMEX:BDBT, AMEX:BINT, AMEX:BLGR, AMEX:BLST, AMEX:BLTD, AMEX:BLUC, AMEX:BLUI, AMEX:BLUX, AMEX:BVAL, NYSE:BDBT, NYSE:BINT, NYSE:BLGR, NYSE:BLST, NYSE:BLTD, NYSE:BLUC, NYSE:BLUI, NYSE:BLUX, NYSE:BVAL |