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Week 23: 6/8/2026- 6/12/2026- Capital Group/American Funds registers two actively-managed ETFs: the Capital Group Multi-Asset Income ETF and the Capital Group Multi-Asset Income Builder ETF, which will both invest in income-producing securities (including equity securities such as dividend-paying common stocks) and in one or more affiliated fixed-income ETFs
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State Street files the State Street SPDR Nasdaq MyPaycheck ETF, a fund of funds which will track an index that measures the performance of a diversified portfolio of ten ETPs and supports a targeted, fixed-dollar monthly payout that is inflation-adjusted semi-annually
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Invesco files a number of portfolio management changes, including Tony Seisser leaving the portfolio management team of 143 funds comprising $896.5B AUM
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The index providers of fifty-six iShares ETFs, including the iShares Russell 1000 Growth ETF ($132.7B), modify their methodology to allow inclusion of eligible IPOs on an accelerated basis (fast entry inclusion) or through modified float eligibility
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Fidelity has registered its first batch of ETF classes, with three funds initially offering the dual shares structure, including the Fidelity Intermediate Municipal Income fund ($13.9B)
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Four Schwab ETFs reduce their advisory fee, including the Schwab US Small-Cap ETF ($22.8B) which will lower its fee by one basis point to 0.03%
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Lazard Asset Management will join the sub-advisory team of the First American Multi-Manager Domestic Equity fund ($1.3B); Aristotle Capital Management departed from the sub-advisory team of the First American Multi-Manager International Equity fund ($1B) effective May 14, 2026, and Causeway Capital Management will be added as sub-advisor to the fund effective July 31, 2026
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First Trust registers two actively-managed, sub-advised ETFs, including the option income FT Vest SPCX & Target Income ETF which will invest in common stock and options contracts that utilize the Space Exploration Technologies Corp. as the reference asset
MORE>>Week 22: 6/1/2026- 6/5/2026- Dodge & Cox will succeed Artisan Partners Limited Partnership on the sub-advisory team of the Bridge Builder Large Cap Value fund ($28.1B); while Los Angeles Capital Management will replace Champlain Investment Partners on the team sub-advising the Bridge Builder Small/Mid Cap Growth fund ($10.1B)
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Global X Management registers the actively-managed, option-income Global X US TaxSmart Income Edge ETF, which seeks to generate cash for the purpose of paying weekly distributions to shareholders
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Russell Investment Management files the actively-managed Russell Investments Multisector Bond ETF, which will invest in various tactical global bond opportunities including high yield debt securities
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TIAA/Nuveen will begin to offer ETF classes for the Nuveen Dividend Growth fund ($6.5B) and the Nuveen Global Infrastructure fund ($568M)
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T Rowe Price files portfolio management changes to a number of funds, including Richard A. N. Coghlan leaving the management team of the T Rowe Price Real Assets fund ($10.9B), effective August 31, 2026
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Sebastian Wiseman will join the portfolio management team of two JPMorgan funds, including the JPMorgan International Research Enhanced Equity ETF ($10.6B)
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Tidal Investments registers five ETFs including the Defiance Situational Awareness Select ETF which will track an index consisting of equities based on the latest 13F filing of Situational Awareness LP, and also registers the actively-managed, thematic VistaShares AI Computing Power ETF
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Roundhill Financial files two actively-managed, thematic ETFs sub-advised by Exchange Traded Concepts including the Roundhill LLM ETF which will seek exposure to equity securities of LLM (large language model) companies, and the Roundhill Power Semiconductor ETF
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