|
|
Week 52: 12/22/2025- 12/31/2025- Brad Barrett will replace Cheryl E. Frank and Eric H. Stern as a portfolio manager to the American Funds AMCAP Fund ($97.9B)
-
Trian Fund Management and General Catalyst Group Management will acquire Janus Henderson Group, which is expected to close in mid-2026
-
Seven Brown Brothers Harriman funds will reduce their advisory fees across all breakpoints, including the BBH Limited Duration fund ($10.2B)
-
The GS ActiveBeta World Low Vol Plus Equity ETF ($1.5B) will change its underlying index from Goldman Sachs ActiveBeta World Low Volatility Plus Equity index to Goldman Sachs ActiveBeta World Equity index, and will change its name accordingly
-
First Trust registers two actively-managed, sub-advised buffer ETFs: the FT Vest Laddered US Equity Uncapped Accelerator ETF and the FT Vest Laddered US Equity Equal Weight Buffer ETF
-
Global X Management Company files the thematic Global X Stablecoin & Tokenization Ecosystem ETF
-
The Capital Group Conservative Equity ETF ($1.1B) adds disclosure stating that it may invest, to a limited extent, outside the United States and Canada in securities of issuers that are not included in the S&P 500 index
-
Effective February 28, 2026, Dimensional Fund Advisors will rename the Dimensional Global ex US Core Fixed Income ETF ($1.3B) and the DFA World ex US Government Fixed Income fund ($1B) to Dimensional International Core Fixed Income ETF and DFA International Government Fixed Income fund, respectively
MORE>>Week 51: 12/15/2025- 12/19/2025- Vanguard registers the Vanguard Developed Markets ex-US Growth Index ETF and the Vanguard Developed Markets ex-US Value Index ETF
-
T Rowe Price registers the T. Rowe Price Goldman Sachs Private Markets fund, an interval fund which will invest at least 33% in investment vehicles managed by Goldman Sachs to gain exposure to private markets
-
The Invesco QQQ Trust ($403B) received shareholder approval to convert from a unit investment trust to a management company and will pay Invesco a unitary fee of 0.18%
-
JPMorgan files three funds, including the JPMorgan OnChain Liquidity-Token Money Market fund, a government money market fund which will utilize blockchain technology for investors to submit transaction instructions
-
VanEck registers the VanEck MSCI EM Analyst Sentiment ETF and the VanEck MSCI EAFE Analyst Sentiment ETF, which will each track an index composed of global companies that exhibit positive analyst sentiment signals
-
Matt Krummell will retire and will leave the team managing thirteen MFS funds, including the MFS Blended Research Mid Cap Equity fund ($2.3B)
-
Jeffrey M. Graff has announced his retirement and will no longer help manage two Victory Sycamore funds, including the Victory Sycamore Established Value fund ($16.3B), effective April 3, 2026
-
The State Street Blackstone Senior Loan ETF ($6.8B) will seek to outperform the Morningstar LSTA US Leveraged Loan index (previously, seeking to outperform the Markit iBoxx USD Liquid Leveraged Loan index and Morningstar LSTA US Leveraged Loan 100 index)
MORE>>Week 50: 12/8/2025- 12/12/2025- Fidelity bond veteran Ford O’Neil will retire and will no longer help manage $157.4B AUM of funds, effective September 30, 2026
-
Schwab files the Schwab International Bond ETF
-
Invesco and Federated Hermes each file a money market fund: the Invesco Stablecoin Reserves fund and the Federated Hermes Money Market Management Digital Treasury fund
-
PIMCO registers the actively-managed PIMCO Inflation PLUS Active ETF, which will invest in inflation-indexed bonds alongside inflation-related derivatives to mitigate the effects of inflation and to benefit from inflation surprises
-
Harbor Capital registers the actively-managed Harbor Active Commodity ETF, which will be sub-advised by Quantix Commodities and will seek to invest in commodities with high expected inflation sensitivity and a low cost of carry
-
Effective January 1, 2026, the Loomis Sayles Investment Grade Bond fund ($17B) will reduce its advisory fee
-
The Invesco US Government Money fund ($1.1B) will convert its breakpoint schedule into a 0.15% flat fee rate
-
JPMorgan plans to convert four funds into newly created ETFs, including the JPMorgan US GARP Equity fund ($2B) which will reorganize into the JPMorgan Fundamental Data Science Large Growth ETF
MORE>>Week 49: 12/1/2025- 12/5/2025- Antonio Martinez will no longer help manage the Strategic Advisers Fidelity Emerging Markets fund ($32.2B)
-
Invesco registers four ETFs, including two actively managed funds—the Invesco Flexible Income ETF and the Invesco Agency MBS ETF—and two index ETFs—the Invesco US Hybrid Bond ETF and the Invesco MSCI Treasury Duration Rotation ETF
-
Wellington Management Company files the tender offer WVB Blackstone All Privates fund, a fund of funds (FoF) which will invest in pooled investment vehicles managed, sub-advised, or sponsored by affiliates of Blackstone that provide exposure to private market investments
-
Champlain Investment Partners will leave the sub-advisory team of the Old Westbury Small & Mid Cap Strategies fund ($8.9B)
-
Drew Hayes will leave the portfolio management team of the Schwab target-date funds
-
Morgan Stanley files the actively-managed Eaton Vance Preferred Securities and Income ETF, which will invest in preferred and other income-producing securities of any quality
-
First Trust registers the actively-managed, sub-advised FT Vest Laddered Autocallable Barrier & Review ETF, which will invest in synthetic autocallable review contracts with a specified maturity barrier level
-
The WisdomTree US Quality Dividend Growth fund ($16B) will reduce its index constituents from 300 to 200 companies having the highest composite score based on two equally-weighted fundamental factors, growth and quality
MORE>>
|
|
