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Week 28: 7/13/2026- 7/17/2026- Sonu Kalra will replace Adam Benjamin in the management team of two Fidelity funds, including the Fidelity Select Semiconductors fund ($54.4B); Benjamin will also leave the Fidelity Select Technology fund ($37.9B), while Priyanshu Bakshi will begin managing the fund
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State Street Investment Management files four SPDR ETFs, which will each track an S&P 500 sector index that will provide exposure to consumer discretionary, consumer staples, energy, and technology sectors, respectively
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Goldman Sachs registers the actively-managed Goldman Sachs Securitized Income ETF
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BNY Mellon files the actively-managed, thematic BNY Mellon Power Infrastructure ETF
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VanEck registers two actively-managed ETFs: the VanEck Wealth Builder ETF which will invest in ETPs that provide exposure to global equities, fixed income, and real assets, and the VanEck Pivotal Trends ETF which will leverage top-down macroeconomic and thematic analysis to identify compelling, pivotal investment opportunities
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The Columbia Large Cap Growth Opportunity fund ($1.3B) and Columbia Select Large Cap Growth fund ($531M) will both be reorganized into the Columbia Cornerstone Growth fund ($6.7B), on or about November 23, 2026
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Effective September 30, 2026, the Diamond Hill Short Duration Securitized Bond fund ($5.6B, to be renamed Diamond Hill Short Duration Income fund) will modify disclosure to state that it intends to provide total return by investing in a diversified portfolio of fixed income securities (previously, 80% in securitized bond investments) and may invest up to 35% in below investment grade securities (previously, 15%)
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Teucrium Trading files the actively-managed, thematic Teucrium Off-World Compute Buildout ETF, which will invest in fifteen to twenty companies involved in off-world computing or buildout activities
MORE>>Week 27: 7/6/2026- 7/10/2026- Wellington Management’s Timothy J. Casaletto and G. Thomas Levering will replace Peter C. Fisher in managing three Vanguard growth funds, including the Vanguard Dividend Growth fund ($35.7B)
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Goldman Sachs registers the GS Hedged Alternative Risk Premia fund, which will seek strategic exposure to U.S. markets, and will use a multi-strategy approach to generate returns uncorrelated with traditional assets while providing downside protection
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PGIM registers the PGIM Partners Group Private Markets Multi-Asset fund, an interval fund which will provide multi-asset exposure to private markets, such as private equity, infrastructure, private credit, and private real estate through both direct investment and investment in pooled investment vehicles
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Fred Alger Management joined the sub-advisory team of the Principal LargeCap Growth I fund ($6B) effective June 30, 2026
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Victory Capital files two actively-managed ETFs: the VictoryShares Municipal High Yield ETF and VictoryShares Short-Duration Municipal ETF
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Effective September 7, 2026, the ARK Next Generation Internet ETF ($1.7B) will change its name to ARK Next Generation Technology ETF and will revise its 80% investment policy from next-generation internet to next-generation technology companies
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WisdomTree Asset Management files two actively-managed, sub-advised ETFs which will utilize machine learning models to select investments: the WisdomTree Efficient Long/Short US SmallCap Equity ETF, which will have equal exposure to a long/short U.S. equity strategy and a long-only U.S. small-cap equity strategy, and the WisdomTree Global Alpha ETF, which will take long/short positions on global equity securities
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Tidal Investments files eight actively-managed ETFs, including the Nasdaq-100 Ex-Elon Enterprises ETF and the S&P 500 Ex-Elon Enterprises ETF which will both seek exposure to large-cap U.S. equity securities that exclude companies founded, controlled, or led by Elon Musk, and the thematic Subversive All Season Sports ETF and Subversive Prediction ETF which will invest in a portfolio of event contracts across a variety of sporting events, and across economic, regulatory, climate and global events themes, respectively
MORE>>
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