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Week 34: 8/24/2026- 8/28/2026- Following the proposed acquisition of Hartford Funds Management by Wellington, Wellington Management Company will no longer sub-advise forty-three Hartford funds, including the Hartford Dividend & Growth fund ($18.8B) and Hartford International Value fund ($16.3B) effective January 2027
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Effective October 28, 2026 Boston Partners Global Investors, LSV Asset Management, and Vaughan Nelson Investment Management will succeed Eagle Asset Management and Federated MDTA on the sub-advisory team of the Bridge Builder Small/Mid Cap Growth fund ($10.6B, to be renamed as Bridge Builder Mid Cap fund), and the fund will state that it will invest primarily in mid-cap companies (previously, small and mid-cap companies) and will no longer follow an investing style that favors growth investments
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Effective March 31, 2027, John Sheehy will no longer serve on the portfolio management team of the two Fidelity funds, including the Fidelity Series Stock Selector Large Cap Value fund ($17.2B)
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Direxion/Rafferty files three autocallable ETFs, which will each track a specific NASDAQ-100 30% Volatility Compass Step Up Autocallable index consisting of up to fifty-two autocallable notes that provide a predetermined return if the Nasdaq-100 index reaches or exceeds a specified step-up level
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Tidal Investments registers three actively-managed, sub-advised ETFs: the option-income IncomeQ Nasdaq-100 Premium Income ETF and IncomeQ Semiconductor Premium Income ETF, which will each seek long exposure to the Nasdaq-100 Index and Semiconductor companies, respectively, and the Manifold Equity Market Neutral ETF
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Alpha Architect files two actively-managed, sub-advised ETFs: the New Lantern Risk Managed Equity ETF which will seek exposure to U.S. equity securities with lower volatility than the broader U.S. equity market, and the Sapient Core Opportunities ETF which will invest in companies that exhibit both contrarian and compounder characteristics across sectors and geographies
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Kent Madden will retire from Delaware Management and will step down as co-manager of the Nomura Small Cap Value fund ($3.5B), effective June 30, 2027
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Pacific Financial Group will rename two funds, including the PFG American Funds Growth Strategy fund ($1.3B) which will be renamed as the PFG American Funds Capital Appreciation Strategy fund
MORE>>Week 33: 8/17/2026- 8/21/2026- Invesco registers the Invesco Private Asset-Based Credit fund, an interval fund which will be sub-advised by Barings and will invest in private asset-based finance investments and derivatives of U.S. and non-U.S. issuers and borrowers and will be offered on a private placement basis
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BlackRock has approved a forward stock split for the iShares Semiconductor ETF ($44.5B), which will take effect on November 4, 2026
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Northern Trust files the Northern Trust Rare Earth & Critical Metals ETF and the thematic Northern Trust US Gigawatt ETF
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Russell Investment Management will replace BlackRock Investment Management on the sub-advisory team of the Bridge Builder International Equity fund ($26B) and will employ cash equitization and completion portfolio strategies
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John Hancock registers the actively-managed John Hancock Multi Asset Credit ETF, which will be sub-advised by CQS (US) and will invest in credit-related investments of U.S. and non-U.S. issuers, including private-credit investments
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Nomura registers the actively-managed, sub-advised Nomura Wilshire Multi-Strategy Alternative ETF
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Westfield Capital Management Company will succeed ClearBridge Investments on the team sub-advising the Morgan Stanley Pathway Large Cap Equity ETF ($4B); and Walter Scott & Partners Limited will leave the sub-advisory team of the Morgan Stanley Pathway International Equity fund ($1.4B)
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The PIMCO 0-5 Year High Yield Corporate Bond Index ETF ($1.7B, to be renamed as PIMCO 0-5 Year High Yield Corporate Bond ETF) will state that at least 80% of its assets will be invested in high yield corporate fixed-income instruments rather than solely in constituents of the ICE BofA 0-5 Year US High Yield Constrained Index
MORE>>Week 32: 8/10/2026- 8/14/2026- BlackRock files the actively-managed iShares Enhanced Large Cap Growth Active ETF, which will seek to outperform the Russell 1000 Growth Index by using proprietary return forecast models that incorporate quantitative analysis to over- and under-weight stocks
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TIAA/Nuveen registers the actively-managed, thematic Nuveen Technology & Infrastructure Credit ETF, which will invest in credit and credit-related instruments backed by data center and other digital-infrastructure
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Goldman Sachs Group, through GSAM Neptune Holdings, plans to acquire NEOS Investments, expected to close in the fourth quarter of 2026 or first quarter of 2027
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UBS files the interval UBS Asset Management Credit Income Opportunities fund
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ProFunds registers the ProShares AI Secret Ingredients ETF, which will track an index comprised of companies engaged in producing the noble gases, specialty materials, and strategic minerals identified as critical upstream inputs for AI deployment at scale
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SEI registers the SEI Ang Research Enhanced US Large Cap Growth ETF and the SEI Ang Research Enhanced US Large Cap Value ETF, which will each track an iSTOXX index comprised of securities weighted based on multiple investment factors (Momentum, Quality, Cyclical Value, Enhanced Value)
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Nomura will convert three funds into newly-created ETFs of the same name, including the Nomura Diversified Income fund ($2.2B) which will be reorganized to Nomura Diversified Income ETF, effective February 19, 2027
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Silvant Capital Management and Seix Investment Advisors will join the sub-advisory team of the Virtus Income & Growth fund ($4.7B) and will manage the U.S. growth equities portion and the high-income securities portion of the fund, respectively (Voya will continue to manage the convertible securities portion of the fund)
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Great Lakes Advisors will replace Thompson, Siegel & Walmsley as investment sub-advisor of the Transamerica International Equity fund ($4.4B) effective November 1, 2026, and the fund will reduce its management fee
MORE>>Week 31: 8/3/2026- 8/7/2026- Justin A. Schwartz will leave the teams managing six Vanguard funds, including the Vanguard Tax-Exempt Bond Index fund ($48.8B); Schwartz will also leave the Vanguard Municipal Money Market fund ($18.2B), while Michael Davis joins John Grimes as co-manager of the fund
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JPMorgan registers the interval JPMorgan Real Assets Dedicated fund, which will be sub-advised by Grosvenor Capital Management and will invest in infrastructure assets, real estate assets, and other resource based assets
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Dimensional Fund Advisors has begun to offer an ETF share class of the DFA US Large Company fund ($14.5B)
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Nuveen Fund Advisors will replace Teachers Advisors as advisor of fifty-two TIAA/Nuveen funds, including the Nuveen Equity Index fund ($60.7B) and Nuveen International Equity Index fund ($35.6B)
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Effective October 5, 2026, two iShares ETFs will change their names as a result of underlying index changes, including iShares Morningstar US Equity ETF ($1.3 billion, to be renamed as iShares MSCI USA ETF) which will track the MSCI USA Index (previously, the Morningstar US Large-Mid Cap Index)
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VanEck registers the VanEck Chemicals ETF, and the thematic VanEck Global Exchanges ETF which will track an index comprised of companies that operate in centralized and decentralized exchanges and one digital asset ETP
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Tidal Investments files three Defiance ETFs, including the thematic Defiance AI Infrastructure Bond ETF and Defiance China Quantum ETF
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Defiance files the thematic Defiance Fusion ETF and Defiance Superconductor ETF, which will both be sub-advised by Tidal Investments and will each track an index composed of companies with material involvement in the global fusion energy value chain, and in superconducting technologies, respectively
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