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Week 9: 3/2/2026- 3/6/2026- T Rowe Price registers the actively-managed T Rowe Price Capital Appreciation Market Opportunities ETF, which will employ an options-based strategy, equity strategy, or strategic combination of the two strategies based on a statistical analysis of the equity markets
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Effective immediately, Peter Bates will begin co-managing the T Rowe Price All-Cap Opportunities fund ($16.3B), in addition, Justin White will no longer help manage the fund, effective June 21, 2026
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MFS Investment Management files two actively-managed ETFs: the MFS Blended Research Small Mid Cap ETF and the MFS Active International Large Cap Value ETF which will utilize quantitative models to assist in portfolio construction
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Victory Capital registers the Victory Trivalent Emerging Markets Small-Cap fund, which will use a combination of quantitative and traditional qualitative, fundamental analysis to identify companies with improving momentum, attractive valuations, and high profitability
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Carillon Tower Advisers (doing business as Raymond James Investment Management) plans to acquire Clark Capital Management Group, which is expected to close by the third quarter of 2026
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The underlying index of the First Trust NASDAQ Cybersecurity ETF ($10.6B), the Nasdaq CTA Cybersecurity index modifies its methodology to employ a free float market capitalization that uses a two-stage process which limits the top five core holdings to 8%, other core holdings to 4%, complementary holdings to 2%, and sets a minimum weight of 0.10% for all core and complementary securities
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The Global X Robotics & Artificial Intelligence ETF ($3.4B) updates disclosure to state that its underlying index seeks exposure to developed markets, adding China, and including companies that are focused on robotics, automation, non-industrial robots, humanoid technology, and artificial intelligence
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Los Angeles Capital Management will join the sub-advisory team of the Columbia Multi-Manager Directional Alternative Strategies fund ($294M)
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