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Fund Changes - Sept-26
 Fund Changes
 Weeklies History:

Fund Changes Weekly


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
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