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SIE: Investment Companies & Packaged Products
SIE practice questionhardETFs — Creation/Redemption

The creation and redemption mechanism of ETFs involves:

  1. AThe SEC approving each individual purchase and sale
  2. BAuthorized Participants (APs) exchanging baskets of underlying securities for ETF shares (and vice versa) in large blocks called creation units✓ Correct answer
  3. CIndividual investors directly purchasing and selling shares with the ETF sponsor
  4. DThe ETF manager buying and selling shares on the open market daily
Explanation

Why BAuthorized Participants (APs) exchanging baskets of underlying securities for ETF shares (and vice versa) in large blocks called creation units

ETFs use an in-kind creation/redemption process. Authorized Participants (large institutional firms) exchange baskets of the underlying securities for creation units (typically 25,000-50,000 ETF shares). This mechanism keeps the ETF's market price close to its NAV through arbitrage, provides tax efficiency (avoiding taxable sales), and ensures liquidity. Individual investors buy/sell on the exchange, not directly with the fund.

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