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Week 11: 3/10/2025- 3/14/2025- Capital Group/American Funds registers the Capital Group High Yield Bond ETF, Capital Group US Large Value ETF, and Capital Group US Large Growth ETF
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Schwab files the Schwab Government Money Market ETF
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Smith Capital Investors will replace TCW Investment Management as sub-advisor to the First Trust TCW Opportunistic Fixed Income ETF ($4.3B) and First Trust TCW Unconstrained Plus Bond ETF ($3.5B), pending shareholder approval
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Franklin Templeton registers two funds exclusively for separately managed accounts: the Franklin Templeton SMACS: Series C fund, which will only invest in investment grade debt securities, and the Franklin Templeton SMACS: Series CP, which will invest in debt securities of any maturity or duration, and quality
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Global X Management files two ETFs: the Global X Investment Grade Corporate Bond ETF, which will be sub-advised by Mirae Asset Global Investments (USA) and will utilize a quantitative model and a deep neural network, developed by Wealthspot—Mirae Asset’s AI unit, in constructing a portfolio of investment grade corporate bonds, and the Global X Treasury Bond Enhanced Income ETF
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Grayscale Advisors files the thematic Grayscale Artificial Intelligence Infrastructure ETF, which will be sub-advised by Vident Advisory and will track an index that seeks to track the performance of companies that are components of the artificial intelligence infrastructure ecosystem
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Lord Abbett & Co. will succeed BAMCO on the sub-advisory team of two Russell funds, including the Russell Tax Managed US Mid Small Cap fund ($1.6B)
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REX Advisers registers the REX-Osprey MOVE ETF, which will invest in and hold MOVE, a cryptocurrency introduced last December 9, 2024, and other assets that provide exposure to it through the REX-Osprey MOVE Subsidiary
MORE>>Week 10: 3/3/2025- 3/7/2025- Vanguard registers the Vanguard NY Tax-Exempt Bond ETF and the Vanguard Long Term Tax Exempt Bond ETF
- JPMorgan files the JPMorgan Equity and Options Laddered Total Return ETF, which aims to deliver total return through dividends, options premiums, and capital appreciation using an options overlay strategy that offers investors with a multi-pronged approach to total return
- Goldman Sachs registers the GS Corporate Bond ETF and the GS Core Bond ETF, which will both invest in corporate fixed income securities, including securities issued or guaranteed by the U.S. government, its agencies, instrumentalities or sponsored enterprises
- Ninety-two BlackRock funds, including the iShares S&P 500 Index fund ($46.8B), discontinued their interfund lending program and master interfund lending agreement
- Genstar Capital intends to make a majority investment in First Eagle Holdings Inc through private funds it manages, which is expected to be completed by the second half of 2025
- WestWood Management will succeed Newton Investment Management North America in the sub-advisory team of the American Beacon Small Cap Value fund ($4.4B)
- Jeffrey D. Wilson joined the management teams of two Jensen Investment funds, including the Jensen Quality Growth fund ($8.3B)
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