Web Analytics
Exchange Traded Concepts Announces Launch of Bluemonte ETF Suite | Deepscope News
MARKET

Select Market Data Region

 June 25, 2025 07:56 PM  investing.com Positive

Exchange Traded Concepts Announces Launch of Bluemonte ETF Suite

Image

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) Exchange Traded Concepts is an SEC-registered independent investment adviser that specializes in white-label ETFs  and  offers comprehensive ETF  services spanning  ETF-in-a-Box,  ETF  portfolio management, fund marketing and consulting. ETC’s comprehensive platform delivers a true turnkey solution for investment advisors, financial professionals, and others to manage their assets and offer their strategy in an ETF wrapper to meet investor needs. Learn more  at www.exchangetradedconcepts.com.

About RFG RFG Advisory is an SEC-registered investment adviser offering a groundbreaking independent model to empower advisors to build a thriving advisory business. RFG’s award winning RIA platform provides independent advisors with the tools and resources to drive organic growth  and create enterprise value. Learn more at htps://rfgadvisory.com/

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.

Read original source