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Week 42: 10/19/2026- 10/23/2026- Fidelity files the actively-managed Fidelity Short Duration Income ETF
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BlackRock registers the actively-managed iShares Bitcoin Managed Protection ETF, which will seek to provide upside exposure to the iShares Bitcoin Trust ETF (IBIT) and/or similar bitcoin exposure (Bitcoin Reference Assets) up to an approximate limit while seeking to provide a level of downside protection
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Franklin Templeton registers the actively-managed Templeton Emerging Markets Insights ETF
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Janus files the Janus Henderson US Research Core fund, which will invest primarily in equity securities of larger, well-established U.S. companies selected through fundamental analysis, bottom-up research, quantitative modeling, and valuation analysis
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Steve Gorham will replace Katherine Cannan in co-managing MFS' allocated portion of the Optimum Large Cap Value fund ($1.8B)
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Allspring Funds will offer ETF classes for two funds, including the Allspring Strategic Municipal Bond fund ($1.8B)
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The Templeton Growth fund ($9 billion) and Templeton World fund ($3 billion) will each change their name and add disclosure stating that it expects to invest in foreign securities (including emerging markets securities) in an amount equal to at least the lesser of: (a) 40% of its net assets; or (b) the percentage of foreign issuers represented in the MSCI All Country World Index-NR minus 5%
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Following its decision to exit the mutual fund advisory business, Nicholas Company plans to reorganize four funds into corresponding Janus Henderson funds, including the Nicholas Fund ($4B) which will be reorganized into the newly created Janus Henderson US Research Core fund, expected to take effect in the second quarter of 2027
MORE>>Week 41: 10/12/2026- 10/16/2026- Capital Group/American Funds registers five tax-aware, life cycle risk-based funds
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State Street Investment Management changes the names of thirteen passively-managed ETFs by adding "Index" to their name, including the State Street SPDR Portfolio High Yield Bond ETF ($11.7B, to be renamed State Street SPDR Portfolio High Yield Bond Index ETF)
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TIAA/Nuveen files two interval funds: the Nuveen Enhanced Strategic Income fund which will invest in income producing investments globally, and the Nuveen Enhanced Credit Income fund which will invest in below investment-grade securities
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Two JPMorgan ETFs, including the JPMorgan Ultra-Short Income ETF ($42.1B), add disclosure stating that they may invest in affiliated or unaffiliated ETFs, including actively and passively managed ETFs, to gain exposure to particular asset classes
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MFS files a number of portfolio management changes, including Nevin Chitkara retiring and leaving the management team of the MFS Value fund ($42.8B), effective May 1, 2026
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Los Angeles Capital Management and Wellington Management Company will succeed Sustainable Growth Advisers on the sub-advisory team of the Bridge Builder Large Cap Growth fund ($31.4B)
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Aegis Value fund ($1.2 billion) revises its 80% policy to invest in value securities, including common and preferred stocks, debt securities, other credit instruments, warrants, and qualifying derivatives issued by small-, mid-, and large-cap companies (previously, securities of small- and mid-cap companies)
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REX Advisers files eight actively-managed ETFs which will each seek two times the daily return of a basket of three equally weighted companies
MORE>>Week 40: 10/5/2026- 10/9/2026- BlackRock has approved a forward stock split for five ETFs, including the iShares MSCI USA Quality Factor ETF ($47.7B)
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Goldman Sachs registers the tender offer G-X Venture Capital & Growth fund, which will invest in venture capital assets and growth investments across secondary investments, continuation vehicles, and co-investments
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Brendan Sullivan will no longer help manage $33B AUM of Northern Trust funds, including the Northern Trust MSTAR Global Upstream Natural Resources ETF ($6.8B)
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PGIM Investments files the PGIM Active Completion Shares - Core Plus Series fund, which will only be available for purchase by or on behalf of separately managed account clients and will invest in a combination of U.S. government and government-related debt securities, foreign debt securities, mortgage-related and asset-backed securities, loans, privately placed securities, and corporate debt securities
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The George Putnam Balanced fund ($2.4B) will transition to investing in a combination of fixed income securities and shares of the Putnam US Research fund (previously, investing mainly in a combination of fixed income and equity securities)
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The VanEck CLO ETF ($1.6B) will reduce its unitary management fee by seven basis points to 0.29%
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VanEck registers the tender offer, thematic VanEck Private Growth fund, which will invest in companies focused on innovation-driven secular trends, including AI, space and aerospace, defense, cybersecurity, cloud and quantum computing, semiconductors, robotics, energy and electrification, financial technology, and health technology
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Tidal Investments registers two actively managed ETFs: the Quantify Quiver Political Capital ETF which will be sub-advised by Quantify Chaos Advisors and will invest in companies identified as having a substantial degree of engagement with the U.S. federal government as measured by a proprietary composite scoring methodology (the Political Influence Score), and the Subversive Bi-Partisan Congressional Trading ETF which will invest in companies that sitting members of the U.S. Congress and/or their family members have reported investment through STOCK Act filings (periodic transaction reports)
MORE>>
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