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Fund Changes - Apr-26
 Fund Changes
 Weeklies History:

Fund Changes Weekly


Week 14: 4/6/2026- 4/10/2026
  • BlackRock and State Street each register an ETF which will seek to track the Nasdaq 100 index: the iShares Nasdaq 100 ETF and State Street SPDR Nasdaq 100 ETF, respectively
  • BNY Mellon registers three ETFs: the actively-managed BNY Mellon Multi-Sector Income ETF which will dynamically allocate fund assets across a broad range of fixed-income sectors, the actively-managed BNY Mellon Global Fixed Income ETF, and the BNY Mellon US Large Cap Equity Growth ETF which will track the Solactive GFS United States 500 Growth Style index
  • Neuberger Berman files the NB Custom Global Equity Allocation fund, which will utilize fundamental and quantitative approaches to invest in global securities
  • Effective June 15, 2026, Simon Hedger will leave the management team of the Principal Global Real Estate Securities fund ($1.6B)
  • Berkin Kologlu will no longer serve on the portfolio management teams of three Angel Oak bond funds, including the Angel Oak Multi-Strategy Income fund ($2.5B) and Angel Oak Income ETF ($1B)
  • PCJ Investment Counsel will leave the sub-advisory team of the PACE Alternative Strategies Investments fund ($265M)
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