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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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