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Fund Changes - Jan-26
 Fund Changes
 Weeklies History:

Fund Changes Weekly


Week 1: 1/1/2026- 1/9/2026
  • BlackRock registers the iShares MSCI USA Small-Cap Quality Factor ETF
  • Morgan Stanley files its first three crypto ETFs, which will each seek to track the performance of Ether, Bitcoin, or Solana, respectively
  • Three Fidelity funds will each modify their sub-advisory fee: the Strategic Advisers Fidelity Core Income fund ($87.5B) and the Strategic Advisers Core Income fund ($43.8B) which will introduce a schedule for their securitized credit mandate, and the Strategic Advisers Short Duration fund ($3.1B) which will add a schedule for its short-term bond mandate
  • Jeffrey A. Geller will retire at the end of 2026 and will no longer be a member of the portfolio management teams of twenty-one JPMorgan funds, including the JPMorgan Income Builder fund ($8.5B)
  • SEI files the actively-managed SEI QIM US Equity Factor Allocation Active ETF, which will use a quantitative-based stock selection strategy combined with portfolio optimization to invest in equity securities of U.S. companies
  • MidOcean Credit Fund Management will join the sub-advisory team of the Columbia Multi-Manager Alternative Strategies fund ($506M) effective first quarter of 2026
  • Tuttle Capital Management registers the actively-managed Tuttle Capital Ultra Income Blast ETF, which will utilize an option wheel strategy consisting of writing options on daily leveraged ETFs
  • Teucrium Trading files the Teucrium Venezuela Exposure ETF
   MORE>>