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Week 12: 3/23/2026- 3/27/2026- Fidelity registers three international index funds: the Fidelity Series Canada Index fund, the Fidelity Series Developed Markets ex Hong Kong Index fund, and the Fidelity Series Emerging Markets ex China Index fund, which will each be sub-advised by Geode Capital Management
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JPMorgan files the JPMorgan Public and Private Credit fund, an interval fund which will invest in global public and private credit investments and credit-related investments
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BlackRock has authorized a stock split for the iShares Russell 1000 Growth ETF ($116.5B) and the iShares Core High Dividend ETF ($13.8B), effective April 28, 2026
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O’Shaughnessy Asset Management will replace BlackRock Financial Management on the sub-advisory team of the Morgan Stanley Pathway Large Cap Equity ETF ($3.6B)
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Randall Parrish will retire from Voya and will no longer help manage the Columbia Multi-Manager Total Return Bond Strategies fund ($13.2B), in addition, Rajen Jadav, Anuranjan Sharma, and Vinay Viralam will join the management team of the fund
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VanEck registers the VanEck China Semiconductor ETF
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Engelhart CTP Commodity Trading US will exit the sub-advisory team of the Blackstone Alternative Multi Strategy fund ($3.7B)
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Volatility Shares and Valkyrie Funds each file a number of actively-managed Bitcoin volatility ETFs, which will seek managed exposure to a Bitcoin Volatility Index that measures the implied volatility in the CME Bitcoin Options Market
MORE>>Week 11: 3/16/2026- 3/20/2026- Vanguard files the Vanguard US High-Yield Corporate Bond Index ETF
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Fidelity registers the Fidelity Reserves Digital fund, a government money market fund which will invest only in eligible reserve assets that payment stablecoin issuers are permitted to maintain under the GENIUS Act
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Franklin Templeton registers the multi sub-advised tender offer Franklin Lexington Venture and Growth fund
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Los Angeles Capital Management and Westfield Capital Management Company will replace Brown Advisory on the sub-advisory team of the Principal LargeCap Growth I fund ($6.3B); Nomura Investments Fund Advisers will depart the sub-advisory team of the Principal Diversified Real Asset fund ($2.7B)
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Steven Hung will succeed Mark McKissick as co-manager of six Schwab funds, including the Schwab US TIPS ETF ($15.6B)
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Effective March 20, 2026, Dimensional Fund Advisors has begun to offer an ETF share class of the DFA US Micro Cap fund ($7.1B)
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VanEck registers the thematic VanEck Data Center Supply Chain ETF, will track an index composed of Data Center Supply Chain Companies
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Four Fidelity Strategic Adviser funds will modify their sub-advisory fee paid to FIAM: the Strategic Advisers Fidelity Core Income fund ($93.3B) adds a breakpoint schedule for its New Markets Income mandate, the Strategic Advisers US Total Stock fund ($92.4B) will charge a flat fee of 0.27% for its Growth Companies mandate, and the Strategic Advisers Fidelity Short Duration fund ($5B) and Strategic Advisers Short Duration fund ($3.3B) both add a breakpoint schedule for their Short Duration International Credit mandate
MORE>>Week 10: 3/9/2026- 3/13/2026- JPMorgan registers the actively-managed JPMorgan US Large Cap Value Plus ETF, which will utilize long and short positions to invest in large-cap companies
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Dimensional Fund Advisors files three ETFs, including two which will offer both ETF and Institutional share classes: the Dimensional US Core Equity Market fund and the Dimensional US Equity Market fund
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Nuveen will add ETF share classes to both the Nuveen Dividend Growth fund ($6.7B) and the Nuveen Global Infrastructure fund ($554M)
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Morgan Stanley registers the Morgan Stanley Ultra-Short Strategy portfolio
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Columbia Threadneedle files two actively-managed, option-income ETFs which will each utilize index options that are expected to receive favorable tax treatment, with the goal of tax-efficient returns
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Victory Capital registers three actively-managed ETFs: the VictoryShares Pioneer Active Credit ETF, the VictoryShares Pioneer Equity Premium Income ETF, and the VictoryShares Pioneer Mortgage-Backed Securities ETF
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Capital Fund Management will join the sub-advisory team of the Blackstone Alternative Multi Strategy fund ($3.7B)
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The Invesco Balanced-Risk Commodity Strategy fund ($1.1B) will reduce its advisory fee, lowering the first breakpoint from 1.05% to 0.88%
MORE>>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)
MORE>>
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