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Week 9: 2/24/2025- 2/28/2025Week 8: 2/17/2025- 2/21/2025- Vanguard adds portfolio managers to fifty-eight funds, comprising $6.2T in AUM, including Nick Birkett joining the management team of the Vanguard Total Stock Market Index fund ($1.8T)
- JPMorgan will close the Undiscovered Behavioral Value fund ($10.6B) to new investors effective on April 1, 2025; JPMorgan also plans to convert four mutual funds into newly created ETFs, including the JPMorgan Mortgage-Backed Securities fund ($5.9B)
- Fidelity registers the Fidelity Managed Futures ETF, which will employ quantitative measures and qualitative techniques intended to capture price trends and non-trend factors observed across all asset classes and will execute the strategy through investments in derivative instruments that may have a leveraging effect
- Artisan Partners Limited will leave the sub-advisory team of the Old Westbury Small & Mid Cap Strategies fund ($9B)
- Keel Capital will no longer serve on the sub-advisory team of the TIFF Multi Asset fund ($1.5B)
- Eight iShares Russell ETFs, including the iShares Russell 1000 Growth ETF ($106.6B) and iShares Russell 1000 Value ETF ($62.2B), will be affected by modifications to the existing methodology for the Russell US Style Indexes to include capping in compliance with the Internal Revenue Code’s diversification requirements
- Tidal Investments files eleven ETFs, including the sub-advised Defiance MAGA Seven ETF which will provide targeted exposure to seven companies positioned to benefit from the economic, regulatory, and policy environment shaped by the Trump administration and its potential future impact
MORE>>Week 7: 2/10/2025- 2/14/2025- BlackRock will acquire 100% of the business and assets of HPS Investment Partners, a leading global credit investment manager with $148 billion in client assets, by mid-2025
- JPMorgan registers the JPMorgan Credit Markets fund, an interval fund which will invest in an actively managed portfolio of credit investments
- Retirements at JPMorgan result in a number of portfolio management changes, impacting six funds comprising $34B in AUM, including the retirements of Jonathan K.L. Simons and Matthew Cohen
- T Rowe Price files five actively managed ETFs, including the T Rowe Price International Equity Research ETF, an enhanced index fund which will attempt to create a portfolio with similar characteristics to the MSCI AWCI ex USA Index
- Daniel Ling will retire and will no longer co-manage to two MFS funds, including the MFS International Equity fund ($24.6B), effective June 30, 2026
- First Trust registers two sub-advised tender offer funds: the FT Vest Total Return Income: Series B1 fund and the FT Vest Hedged Equity Income: Series B1 fund
- The State Street Institutional Liquid Reserves fund ($9.5B) will change from a prime to a government strategy and will be renamed as State Street Institutional Liquid Reserves Government Money Market fund
MORE>>Week 6: 2/3/2025- 2/7/2025- Eighty-three Vanguard funds, including the Vanguard Total International Stock Index fund ($445.3B), lower their management fees and expense ratios on multiple share classes
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Following the previously announced merger of Amundi US Holdings with and into Victory Capital, twenty-nine Amundi Pioneer funds will be adopted into newly created Victory Pioneer Portfolios, effective on April 1, 2025
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JPMorgan will replace Western Asset Management on the sub-advisory team of the Morgan Stanley Pathway Core Fixed Income fund ($1.9 billion) effective March 28, 2025
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Effective immediately, Julia Pei, Aidan Brandt, and Harrison Kenner will each be added as a portfolio manager to the Fidelity Select Retailing portfolio ($3.2B), Fidelity Stock Selector Mid Cap fund ($2.6B), and the Fidelity Select Health Care Services portfolio ($1.1B), respectively; Boris Shepov, Ali Khan, and Justin Segalini will each no longer serve as a portfolio manager to the respective funds, effective June 30, 2025
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VanEck files three sector ETFs: the VanEck Communications Services TruSector ETF, the VanEck Consumer Discretionary TruSector ETF, and the VanEck Technology TruSector ETF
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Alpha Architect registers three ETFs, including the sub-advised Astoria Inflation Allocation ETF, which will invest in securities across multiple asset classes that have potential to benefit from rising costs of goods and services, and the multi-sub-advised Astoria Dynamic Core US Fixed Income ETF, a fund of fund which will invest in five to fifteen U.S. fixed income ETFs
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Tuttle Capital Management files eight thematic ETFs which will utilize an AI-driven approach to optimize investment decisions
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Oaktree Fund Advisors files two interval funds
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