|
|
Week 37: 9/14/2026- 9/18/2026- William Coleman will join the teams managing nineteen Vanguard index funds, including the Vanguard Morningstar Growth Index fund ($384.6B)
-
Vanguard registers the actively-managed Vanguard US Small-Mid Cap Active ETF
-
Fidelity files the actively-managed Fidelity SAI Systematic Macro fund, which will employ various quantitative measure and qualitative techniques to provide exposure to alternative risk premia strategies across multiple assets globally
-
Columbia Threadneedle registers the thematic Columbia Hamilton Lane Growth Innovation fund, an interval fund which will invest in U.S. and foreign public-private growth innovation companies that combines exposure to publicly traded equity securities with exposure to private asset investments
-
Victory Capital has reopened both the Victory Sycamore Established Value fund ($15B, previously closed since June 30, 2017) and the Victory Sycamore Small Company Opportunity fund ($4.2B, previously closed since April 30, 2016) to new investors
-
Effective December 29, 2026, the Goldman Sachs ActiveBeta Emerging Markets Equity ETF ($1.8B) will reduce its unitary management fee from 0.40% to 0.35%
-
Los Angeles Capital Management will replace Sands Capital Management on the sub-advisory team of the GuideStone Growth Equity fund ($1.5B)
-
Eaton Vance will convert eight funds into ETFs of the same name, including the Eaton Vance High Yield Municipal Income fund ($1.7B) which will be reorganized to Eaton Vance High Yield Municipal Income ETF effective January 25, 2027
-
Amplify Investments files the actively-managed Amplify Pro Sports Private & Public Ownership ETF, which will be sub-advised by Tidal Investments and will invest in public and private companies that profit from participation in the competitive world of team or individual sports
MORE>>Week 36: 9/7/2026- 9/11/2026- BlackRock files the actively-managed iShares Systematic Treasury Active ETF, which will invest in debt obligations issued by the U.S. Department of Treasury and derivatives that provide exposure to such securities, including U.S. Treasury Inflation Protected Securities (TIPS) and U.S. Treasury Separate Trading of Registered Interest and Principal of Securities (STRIPS)
-
JPMorgan registers the actively-managed JPMorgan US Analyst ETF, which will invest in large-cap companies identified through proprietary, fundamental, bottom-up research conducted by research analysts
-
Effective February 2027, Franklin Templeton plans to reorganize the Franklin US Core Equity (IU) fund ($1.2B) into the Franklin US Large Cap Multifactor Index ETF ($2.1B) pending shareholder approval; in addition, effective December 1, 2026, the acquiring fund will transition from tracking an index to an actively-managed strategy and will invest in an enhanced portfolio of U.S. large-cap equity securities, and will change its name to the Franklin Core US Enhanced Equity ETF
-
Kyle Kleckner will join Ryan Mischker in co-managing sixteen ALPS funds, including the Alerian MLP ETF ($13.4B)
-
ALPS Advisors files the actively-managed ALPS N10 Growth Momentum & Profitability ETF, which will be sub-advised by N10 Assets
-
Tidal Investments files the actively-managed Prediction Market Fed Funds Consensus ETF and the Prediction Market Fed Funds Surprise ETF, which will both seek to provide total return through exposure to event contracts based on decisions made by the Federal Open Market Committee in setting the target for the federal funds rate
-
Dardanelles Capital will join the sub-advisory team of the Blackstone Alternative Multi Strategy fund ($3.6B)
-
PPB Advisor registers the fund of funds Bahnsen Group Alternative Core Solutions fund, an interval fund which will be sub-advised by Madison Avenue Financial Solutions and will invest in closed-end and open-end companies, private investment funds, and other investment vehicles
MORE>>
|
|
