Exchange Traded Concepts Announces Launch of Bluemonte ETF Suite
OKLAHOMA CITY, June 25th, 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. Garrett 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 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 https://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.
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., and RFG Advisory are not affiliated.
SOURCE Exchange Traded Concepts, LLC
Media Contact: J. Garrett Stevens, 405-778-8377
Important Disclosures
Exchange Traded Concepts is an SEC Registered Investment Adviser. The Firm's Form ADV is publicly available and can be found here: https://www.adviserinfo.sec.gov/Firm/151197. ETC may be subject to various conflicts of interest in the provision of its services. Potential conflicts of interest shall be identified in the Firm's Form ADV. The Exchange Traded Funds are referred to as "Funds" for purposes of this document. ETC transacts business in the United States and other jurisdictions where it is properly registered or excluded or exempted from registration requirements. This document does not constitute an offer of services in jurisdictions where ETC does not have the necessary licenses.
No representation is made that any Fund's investment process, objectives, goals or risk management techniques will or are likely to be achieved or be successful or that any Fund or any underlying investment will make any profit or will not sustain losses. The risks of investing in a Fund will not be negated by ETC's Fund services, and no assurance is given that a Fund will not be exposed to risks of significant trading losses.
The information provided herein does not constitute tax, legal or accounting advice. ETC does not provide legal, financial, accounting or tax advice. Clients and prospective Clients, as well as investors and prospective investors in a Fund ("Investors") are advised to seek the counsel of their own legal, financial and tax advisors for all matters relating to the services and structures contemplated herein. Each Investor (either alone or with its professional advisors) is solely responsible for its own due diligence, risk assessment and tolerance, investment objectives, any decision to invest in a Fund, and for monitoring its investment for purposes of determining whether it wishes to remain invested in such product and whether such product continues to be appropriate for its circumstances and requirements.
The information provided herein: (a) is provided as of the date indicated, (b) is in summary only and is not complete, and (c) is subject to change at any time without notice. Certain information provided by ETC is based on third-party sources and, although generally believed to be reliable, has not been independently verified. ETC is not responsible for errors or omissions from these sources. No representation is made with respect to the accuracy, completeness, or timeliness of such information, and ETC assumes no obligation to update or otherwise revise such information. In no event will ETC be liable to any party for any direct, indirect, incidental, exemplary, compensatory, punitive, special or consequential damages, costs, expenses, legal fees or losses (including, without limitation, lost income or lost profits and opportunity costs) in connection with the use of the information contained herein, even if advised of the possibility of such damages. ETC and its respective employees and its affiliates hereby exclude, to the extent permitted by applicable law, all liability in connection with the use of the information herein.
Interests in Funds will not be insured by the FDIC, the SIPC or any other organization, will not be deposits of any bank, and are not guaranteed by any bank.