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Week 27: 7/6/2026- 7/10/2026- Wellington Management’s Timothy J. Casaletto and G. Thomas Levering will replace Peter C. Fisher in managing three Vanguard growth funds, including the Vanguard Dividend Growth fund ($35.7B)
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Goldman Sachs registers the GS Hedged Alternative Risk Premia fund, which will seek strategic exposure to U.S. markets, and will use a multi-strategy approach to generate returns uncorrelated with traditional assets while providing downside protection
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PGIM registers the PGIM Partners Group Private Markets Multi-Asset fund, an interval fund which will provide multi-asset exposure to private markets, such as private equity, infrastructure, private credit, and private real estate through both direct investment and investment in pooled investment vehicles
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Fred Alger Management joined the sub-advisory team of the Principal LargeCap Growth I fund ($6B) effective June 30, 2026
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Victory Capital files two actively-managed ETFs: the VictoryShares Municipal High Yield ETF and VictoryShares Short-Duration Municipal ETF
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Effective September 7, 2026, the ARK Next Generation Internet ETF ($1.7B) will change its name to ARK Next Generation Technology ETF and will revise its 80% investment policy from next-generation internet to next-generation technology companies
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WisdomTree Asset Management files two actively-managed, sub-advised ETFs which will utilize machine learning models to select investments: the WisdomTree Efficient Long/Short US SmallCap Equity ETF, which will have equal exposure to a long/short U.S. equity strategy and a long-only U.S. small-cap equity strategy, and the WisdomTree Global Alpha ETF, which will take long/short positions on global equity securities
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Tidal Investments files eight actively-managed ETFs, including the Nasdaq-100 Ex-Elon Enterprises ETF and the S&P 500 Ex-Elon Enterprises ETF which will both seek exposure to large-cap U.S. equity securities that exclude companies founded, controlled, or led by Elon Musk, and the thematic Subversive All Season Sports ETF and Subversive Prediction ETF which will invest in a portfolio of event contracts across a variety of sporting events, and across economic, regulatory, climate and global events themes, respectively
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