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Week 10: 3/9/2026- 3/13/2026- JPMorgan registers the actively-managed JPMorgan US Large Cap Value Plus ETF, which will utilize long and short positions to invest in large-cap companies
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Dimensional Fund Advisors files three ETFs, including two which will offer both ETF and Institutional share classes: the Dimensional US Core Equity Market fund and the Dimensional US Equity Market fund
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Nuveen will add ETF share classes to both the Nuveen Dividend Growth fund ($6.7B) and the Nuveen Global Infrastructure fund ($554M)
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Morgan Stanley registers the Morgan Stanley Ultra-Short Strategy portfolio
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Columbia Threadneedle files two actively-managed, option-income ETFs which will each utilize index options that are expected to receive favorable tax treatment, with the goal of tax-efficient returns
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Victory Capital registers three actively-managed ETFs: the VictoryShares Pioneer Active Credit ETF, the VictoryShares Pioneer Equity Premium Income ETF, and the VictoryShares Pioneer Mortgage-Backed Securities ETF
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Capital Fund Management will join the sub-advisory team of the Blackstone Alternative Multi Strategy fund ($3.7B)
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The Invesco Balanced-Risk Commodity Strategy fund ($1.1B) will reduce its advisory fee, lowering the first breakpoint from 1.05% to 0.88%
MORE>>Week 9: 3/2/2026- 3/6/2026- T Rowe Price registers the actively-managed T Rowe Price Capital Appreciation Market Opportunities ETF, which will employ an options-based strategy, equity strategy, or strategic combination of the two strategies based on a statistical analysis of the equity markets
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Effective immediately, Peter Bates will begin co-managing the T Rowe Price All-Cap Opportunities fund ($16.3B), in addition, Justin White will no longer help manage the fund, effective June 21, 2026
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MFS Investment Management files two actively-managed ETFs: the MFS Blended Research Small Mid Cap ETF and the MFS Active International Large Cap Value ETF which will utilize quantitative models to assist in portfolio construction
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Victory Capital registers the Victory Trivalent Emerging Markets Small-Cap fund, which will use a combination of quantitative and traditional qualitative, fundamental analysis to identify companies with improving momentum, attractive valuations, and high profitability
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Carillon Tower Advisers (doing business as Raymond James Investment Management) plans to acquire Clark Capital Management Group, which is expected to close by the third quarter of 2026
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The underlying index of the First Trust NASDAQ Cybersecurity ETF ($10.6B), the Nasdaq CTA Cybersecurity index modifies its methodology to employ a free float market capitalization that uses a two-stage process which limits the top five core holdings to 8%, other core holdings to 4%, complementary holdings to 2%, and sets a minimum weight of 0.10% for all core and complementary securities
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The Global X Robotics & Artificial Intelligence ETF ($3.4B) updates disclosure to state that its underlying index seeks exposure to developed markets, adding China, and including companies that are focused on robotics, automation, non-industrial robots, humanoid technology, and artificial intelligence
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Los Angeles Capital Management will join the sub-advisory team of the Columbia Multi-Manager Directional Alternative Strategies fund ($294M)
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