News & Resources
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.
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.
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.