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Week 13: 3/24/2025- 3/28/2025- Vanguard files the Vanguard Multi-Sector Income Bond ETF, which will invest in fixed-income securities of any quality across several sectors
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BlackRock files the iShares Texas Equity ETF
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American Century Investment will replace Dimensional Fund Advisors on the sub-advisory team of the Columbia Multi-Manager Value Strategies fund ($4.9B), effective May 27, 2025
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John Hancock registers the John Hancock Disciplined Value Select ETF, which will be sub-advised by Boston Partners Global Investors
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The Goldman Sachs MLP Energy Infrastructure fund ($1.7B) modifies its 80% policy to include the oil and gas equipment and services sub-industry and the oil and gas refining and marketing sub-industry, and no longer states that the fund will include all issuers that are part of the fund's stated benchmark
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Tidal Investments files two crypto ETFs: the sub-advised Nicholas Crypto Income ETF, which utilize an equity portfolio, a crypto portfolio focused on bitcoin or ether, and an options overlay strategy, and the YieldMax Target 25 Bitcoin Option Income ETF, which targets a 25% annual income level through options on bitcoin ETPs
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The John Hancock Fund II Mid Value fund ($1.4B) lowered its advisory fee on assets over a billion, dropping to 0.85% at over $5.5 billion, effective January 1, 2025
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Justin H. Bourgette and Bo Hunt will join the team managing five Eaton Vance funds, including the Eaton Vance Income Fund of Boston ($5.8B) and Eaton Vance High Income Opportunities fund ($1.1B)
MORE>>Week 12: 3/17/2025- 3/21/2025- JPMorgan Emerging Markets Equity fund ($6.4B) will re-open to all investors and will no longer be subject to a limited offering effective April 1, 2025 (previously closed to certain new investors on December 31, 2020); John Citron will join the fund’s portfolio management team
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Baillie Gifford Overseas will leave the investment advisory team of the Vanguard International Explorer fund ($1.3B)
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Lincoln National Investment registers the sub-advised tender offer Lincoln Partners Group Royalty fund which will invest in a global portfolio of direct investments in royalties, royalties primary funds and royalties secondary funds, and other income-oriented investments backed by royalties, and the Lincoln Bain Capital Total Credit fund, an interval fund which will be sub-advised by BCSF Advisors and will invest in a global portfolio of liquid and illiquid credit investments
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Argent Capital Management plans to convert two separately managed accounts into ETFs: the Argent Focused Small Cap ETF and Argent Large Cap ETF, which will commence operations in April 2025
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VanEck files VanEck Alternative Asset Manager ETF, which will track an index composed of equity securities of companies involved in alternative asset investing, including private equity, private debt, venture capital, buy-outs, private real estate, and private infrastructure
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Tidal Investments registers six sub-advised ETFs, including the thematic Azoria Golden Age ETF which will invest in equity securities that fall under the investment themes (generative AI, real-world AI, American manufacturing revival, American energy, power & connectivity, and rising general prosperity) determined to be drivers of the Golden Age for America, and the VistaShares Animal Spirits Daily 2x Strategy ETF and VistaShares Animal Spirits Strategy ETF, both of which will align its strategy with an “animal spirits” approach that seeks to capitalize on the behavioral and psychological factors that drive investor sentiment and market trends
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Effective March 21, 2025, the Russell 1000 Growth Index and Russell 1000 Value Index will apply a capping methodology to their constituent weighting to ensure compliance with regulatory diversification rules, impacting a number of funds, including the Schwab US Large Cap Growth Index fund ($3.3B)
MORE>>Week 11: 3/10/2025- 3/14/2025- Capital Group/American Funds registers the Capital Group High Yield Bond ETF, Capital Group US Large Value ETF, and Capital Group US Large Growth ETF
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Schwab files the Schwab Government Money Market ETF
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Smith Capital Investors will replace TCW Investment Management as sub-advisor to the First Trust TCW Opportunistic Fixed Income ETF ($4.3B) and First Trust TCW Unconstrained Plus Bond ETF ($3.5B), pending shareholder approval
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Franklin Templeton registers two funds exclusively for separately managed accounts: the Franklin Templeton SMACS: Series C fund, which will only invest in investment grade debt securities, and the Franklin Templeton SMACS: Series CP, which will invest in debt securities of any maturity or duration, and quality
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Global X Management files two ETFs: the Global X Investment Grade Corporate Bond ETF, which will be sub-advised by Mirae Asset Global Investments (USA) and will utilize a quantitative model and a deep neural network, developed by Wealthspot—Mirae Asset’s AI unit, in constructing a portfolio of investment grade corporate bonds, and the Global X Treasury Bond Enhanced Income ETF
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Grayscale Advisors files the thematic Grayscale Artificial Intelligence Infrastructure ETF, which will be sub-advised by Vident Advisory and will track an index that seeks to track the performance of companies that are components of the artificial intelligence infrastructure ecosystem
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Lord Abbett & Co. will succeed BAMCO on the sub-advisory team of two Russell funds, including the Russell Tax Managed US Mid Small Cap fund ($1.6B)
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REX Advisers registers the REX-Osprey MOVE ETF, which will invest in and hold MOVE, a cryptocurrency introduced last December 9, 2024, and other assets that provide exposure to it through the REX-Osprey MOVE Subsidiary
MORE>>Week 10: 3/3/2025- 3/7/2025- Vanguard registers the Vanguard NY Tax-Exempt Bond ETF and the Vanguard Long Term Tax Exempt Bond ETF
- JPMorgan files the JPMorgan Equity and Options Laddered Total Return ETF, which aims to deliver total return through dividends, options premiums, and capital appreciation using an options overlay strategy that offers investors with a multi-pronged approach to total return
- Goldman Sachs registers the GS Corporate Bond ETF and the GS Core Bond ETF, which will both invest in corporate fixed income securities, including securities issued or guaranteed by the U.S. government, its agencies, instrumentalities or sponsored enterprises
- Ninety-two BlackRock funds, including the iShares S&P 500 Index fund ($46.8B), discontinued their interfund lending program and master interfund lending agreement
- Genstar Capital intends to make a majority investment in First Eagle Holdings Inc through private funds it manages, which is expected to be completed by the second half of 2025
- WestWood Management will succeed Newton Investment Management North America in the sub-advisory team of the American Beacon Small Cap Value fund ($4.4B)
- Jeffrey D. Wilson joined the management teams of two Jensen Investment funds, including the Jensen Quality Growth fund ($8.3B)
MORE>>
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