News & Resources

Filter by:
Blue Tractor One-Pager
Download

Blue Tractor Group – a leader in the semi-transparent actively managed ETF space – today announced that it has entered into a licencing agreement with Summit Global Investments, LLC (“SGI”), with the intention to launch a Shielded Alpha® ETF later this year. Founded by Dave Harden, SGI is a $2 Billion, employee-owned, investment manager headquartered in Salt Lake City, UT.

Blue Tractor Group – a leader in the burgeoning semi-transparent actively managed ETF space – today announced that it has entered into a strategic relationship with FLX Networks, the innovative network revolutionizing the engagement experience between asset and wealth managers.

Stance Capital, Red Gate Advisers and The RBB Fund today launched the Stance Equity ESG Large Cap Core ETF (NYSE: STNC), the first semi-transparent actively managed ESG ETF powered by Blue Tractor.

Blue Tractor is pleased to announce that today the SEC issued an Order approving the use of custom baskets for the Blue Tractor ETF wrapper.

ON March 9, 2021 THE U.S. SECURITIES AND EXCHANGE COMMISSION ISSUED AN ORDER APPROVING CUSTOM BASKETS FOR THE BLUE TRACTOR SHIELDED ALPHA® ETF WRAPPER

Review the SEC Order here. Review Blue Tractor's Custom Basket filing here.

SS&C ALPS Advisors and GSI Capital Advisors today launched the ALPS Active REIT semi-transparent ETF (Nasdaq: REIT) powered by Blue Tractor.​​

​​SS&C ALPS Advisors expands capabilities into semi-transparent ETFs; announces partnerships with Blue Tractor and GSI Capital Advisors.

Red Gate Advisers, LLC announces its formation as a multi-boutique investment advisor and is excited to launch its first fund, the Stance Equity ESG Large Cap Core ETF (the “Fund”), via a licensing agreement with Blue Tractor Group, LLC. The Fund will be administered by The RBB Fund, Inc. Series Trust.

Vident Investment Advisory expands sub-advisory portfolio management & trading capabilities into non-transparent ETFs through a  license with Blue Tractor Group and positions Vident to offer both ETF portfolio management and ETF creation basket management capabilities to Advisors.

​​​​​​​Tidal ETF Services LLC, an innovative leading provider of ETF services with over $1 billion in asset under administration (AuA), today announced it has entered into a license agreement with Blue Tractor for the novel Shielded Alpha® ETF structure. Toroso Asset Management will serve as the advisor to ETFs in the Tidal ETF Trust that leverage the Shielded Alpha® model.

​​The Nottingham Company licenses the Shielded Alpha® ETF wrapper.

Blue Tractor announces it has filed for exemptive relief to expand the Shielded Alpha® ETF wrapper investable universe to include fixed income securities, international equities that do not trade contemporaneously with U.S. markets and derivatives (including options) and the relief would also permit custom baskets to further improve operational efficiencies.

Review the SEC filing here.

​​​Blue Tractor announces that it has received SEC Exemptive Relief for the ​Shielded Alpha® ETF wrapper.

ON DECEMBER 10, 2019 THE U.S. SECURITIES AND EXCHANGE COMMISSION ISSUED AN ORDER APPROVING BLUE TRACTOR'S SHIELDED ALPHA® ETF WRAPPER

Review the SEC Order here.
Review the approved Blue Tractor filing here.

See pages 9 - 11 for a summary overview of the Blue Tractor ETF wrapper.