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Week 18: 5/4/2026- 5/8/2026- O’Shaughnessy Asset Management will replace BlackRock Financial Management on the sub-advisory team of the Morgan Stanley Pathway International Equity fund ($1.3B) and the Morgan Stanley Pathway Emerging Market fund ($913M)
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BNY Mellon registers the actively-managed BNY Mellon Emerging Markets Debt ETF
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Dimensional Fund Advisors will offer an ETF share class of the DFA US Small Cap Growth fund ($1.9B)
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Schroder and Pacer Advisors each files actively-managed ETFs that seek exposure to specified Autocallable indexes
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Neos Investment Management registers two actively-managed ETFs: the NEOS Boosted Russell 2000 High Income ETF, a tax-managed fund of funds (FoF) which will seek to track the Russell 2000 index and utilize options to generate monthly income, and the NEOS Silver High Income ETF which will invest in silver ETPs and utilize options to track the price of silver and generate income
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American Beacon files the FoF American Beacon Asset-Based Income fund, an interval fund which will invest in asset-based income investments
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Effective March 23, 2026, Mario J. Gabelli has taken a temporary leave from nine Gabelli funds, including the Gabelli Small Cap Growth fund ($2B)
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