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Week 50: 12/8/2025- 12/12/2025- Fidelity bond veteran Ford O’Neil will retire and will no longer help manage $157.4B AUM of funds, effective September 30, 2026
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Schwab files the Schwab International Bond ETF
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Invesco and Federated Hermes each file a money market fund: the Invesco Stablecoin Reserves fund and the Federated Hermes Money Market Management Digital Treasury fund
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PIMCO registers the actively-managed PIMCO Inflation PLUS Active ETF, which will invest in inflation-indexed bonds alongside inflation-related derivatives to mitigate the effects of inflation and to benefit from inflation surprises
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Harbor Capital registers the actively-managed Harbor Active Commodity ETF, which will be sub-advised by Quantix Commodities and will seek to invest in commodities with high expected inflation sensitivity and a low cost of carry
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Effective January 1, 2026, the Loomis Sayles Investment Grade Bond fund ($17B) will reduce its advisory fee
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The Invesco US Government Money fund ($1.1B) will convert its breakpoint schedule into a 0.15% flat fee rate
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JPMorgan plans to convert four funds into newly created ETFs, including the JPMorgan US GARP Equity fund ($2B)
MORE>>Week 49: 12/1/2025- 12/5/2025- Antonio Martinez will no longer help manage the Strategic Advisers Fidelity Emerging Markets fund ($32.2B)
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Invesco registers four ETFs, including two actively managed funds—the Invesco Flexible Income ETF and the Invesco Agency MBS ETF—and two index ETFs—the Invesco US Hybrid Bond ETF and the Invesco MSCI Treasury Duration Rotation ETF
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Wellington Management Company files the tender offer WVB Blackstone All Privates fund, a fund of funds (FoF) which will invest in pooled investment vehicles managed, sub-advised, or sponsored by affiliates of Blackstone that provide exposure to private market investments
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Champlain Investment Partners will leave the sub-advisory team of the Old Westbury Small & Mid Cap Strategies fund ($8.9B)
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Drew Hayes will leave the portfolio management team of the Schwab target-date funds
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Morgan Stanley files the actively-managed Eaton Vance Preferred Securities and Income ETF, which will invest in preferred and other income-producing securities of any quality
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First Trust registers the actively-managed, sub-advised FT Vest Laddered Autocallable Barrier & Review ETF, which will invest in synthetic autocallable review contracts with a specified maturity barrier level
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The WisdomTree US Quality Dividend Growth fund ($16B) will reduce its index constituents from 300 to 200 companies having the highest composite score based on two equally-weighted fundamental factors, growth and quality
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