|
|
Week 16: 4/20/2026- 4/24/2026- Jeff Shen and Stephanie Lee will succeed He Ren as co-manager of two BlackRock iShares ETFs, including the iShares US Equity Factor Rotation Active ETF ($30B)
-
Jim Fallon will leave the team managing thirteen MFS funds, including the MFS Blended Research International Equity fund ($3.5B)
-
Hardman Johnston Global Advisors and WCM Investment Management will replace American Century Investments on the sub-advisory team of the Mercer Non-US Core Equity fund ($4.5B)
-
Invesco registers the Invesco Nasdaq International Innovators 100 ETF, which will track an index comprised of the 100 most innovative companies in the Nasdaq Global Ex United States Large Mid Cap Index
-
First Trust files the First Trust Indxx Quality Precious Metals Miners ETF, which will track an index focused on companies engaged in the extraction, production, and refinement of precious metals, and will determine allocation to companies based on their percent of revenue derived from such activities (taking into consideration “Pure-Play," “Quasi-Play,” and “Marginal-Play”)
-
Nomura Asset Management registers the Optimum Short Duration fund, which will be sub-advised by JPMorgan and Loomis, Sayles & Company
-
Roundhill Financial and Bitwise Investment Management each files a number of actively-managed ETFs, which will utilize event contracts to provide a pay-out to investors should specific events occur during the 2026 calendar year
-
Defiance ETFs registers the Defiance US AI Resilience ETF, which will be sub-advised by Penserra Capital Management and will track an index composed of U.S. large-cap companies expected to be resilient to ongoing AI technology changes
MORE>>Week 15: 4/13/2026- 4/17/2026- Franklin files multiple portfolio management changes affecting 118 funds comprising $129B in AUM
-
Vanguard files portfolio management changes impacting eleven funds comprising of $776B in AUM
-
Goldman Sachs files the actively-managed GS Bitcoin Premium Income ETF, which will invest in spot bitcoin ETPs and related options
-
BNY Mellon registers the BNY Dreyfus On-Chain Liquidity fund, a government money market fund which will utilize blockchain for share recordkeeping
-
First Trust and WisdomTree each files a thematic ETF which will seek exposure to companies involved in the space industry: the First Trust Bloomberg Space Economy ETF and the actively-managed WisdomTree Space Economy ETF
-
The Bank of New York Mellon will replace U.S. Bancorp Fund Services (dba U.S. Bank Global Fund Services) as administrator and transfer agent of twelve DoubleLine Capital funds, including the DoubleLine Total Return Bond fund ($31.1B)
-
Tidal Investments will join ClariVest Asset Management as sub-advisor of the Carillon ClariVest Capital Appreciation fund ($558M) effective July 1, 2026
-
Pending shareholder approval, four Christian Brothers fund of funds, including the Catholic Responsible Investments Magnus 60/40 Alpha Plus fund ($1.5B), will increase their advisory fee from 0.00% to 0.05%
MORE>>Week 14: 4/6/2026- 4/10/2026- BlackRock and State Street each register an ETF which will seek to track the Nasdaq 100 index: the iShares Nasdaq 100 ETF and State Street SPDR Nasdaq 100 ETF, respectively
-
BNY Mellon registers three ETFs: the actively-managed BNY Mellon Multi-Sector Income ETF which will dynamically allocate fund assets across a broad range of fixed-income sectors, the actively-managed BNY Mellon Global Fixed Income ETF, and the BNY Mellon US Large Cap Equity Growth ETF which will track the Solactive GFS United States 500 Growth Style index
-
Neuberger Berman files the NB Custom Global Equity Allocation fund, which will utilize fundamental and quantitative approaches to invest in global securities
-
Effective June 15, 2026, Simon Hedger will leave the management team of the Principal Global Real Estate Securities fund ($1.6B)
-
Berkin Kologlu will no longer serve on the portfolio management teams of three Angel Oak bond funds, including the Angel Oak Multi-Strategy Income fund ($2.5B) and Angel Oak Income ETF ($1B)
-
PCJ Investment Counsel will leave the sub-advisory team of the PACE Alternative Strategies Investments fund ($265M)
MORE>>
|
|
