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SIE: Investment Companies & Packaged Products
SIE practice questionmediumETFs

Which of the following is a true statement about ETF share creation and redemption?

  1. AETF share creation requires all cash transactions.
  2. BRetail investors directly create or redeem ETF shares with the fund.
  3. CThey are typically handled by institutions through in-kind transfers of securities.✓ Correct answer
  4. DETF shares are only created at fund inception.
Explanation

Why CThey are typically handled by institutions through in-kind transfers of securities.

ETF shares are created/redeemed by authorized participants who transfer securities to/from the ETF sponsor (in-kind). Retail investors buy/sell shares in the secondary market and do not directly interact with the fund.

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