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Week 35: 8/25/2025- 8/29/2025- BlackRock registers the actively-managed iShares Nasdaq Premium Income Active ETF, and the iShares 0-1 Year TIPS Bond ETF
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JPMorgan files the actively-managed JPMorgan International Dynamic ETF
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Jeffrey Geller will retire in late 2026 and will no longer serve as a co-manager of twenty-one JPMorgan retirement funds, including the JPMorgan SmartRetirement 2030 fund ($4.2B), effective first quarter of 2026
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Janus files three actively-managed ETFs: the Janus Henderson Aggressive Equity Linked Income ETF and the Janus Henderson Moderate Equity Linked Income ETF which will both invest in equity-linked notes and swaps that replicate its payout structure via autocallable and stability instruments, and the Janus Henderson Residential Mortgage Credit ETF
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VanEck registers the actively-managed VanEck India Select ETF
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Tidal Investments files twenty-five ETFs: the thematic CoreValues America First Technology ETF which will be sub-advised by MSA Power Funds and will invest in companies likely to benefit from the advancement of strategic and emerging technologies critical to national innovation, security, and industrial leadership in the U.S., and twenty-four daily leveraged/inverse Defiance ETFs
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BNY Mellon registers the BNY Mellon Fixed Income Completion Funds (FICS) - CP fund and the BNY Mellon Fixed Income Completion Funds (FICS) - C fund, which will invest in global fixed-income and other debt securities of any maturity or duration
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Pinnacle Wealth Advisors ($936M) plans to acquire IMS Capital Management ($64M), on or about September 30, 2025
MORE>>Week 34: 8/18/2025- 8/22/2025- Vanguard registers three actively-managed equity ETFs which will be advised by Wellington Management Company: the Vanguard Wellington Dividend Growth Active ETF, Vanguard Wellington US Growth Active ETF, and Vanguard Wellington US Value Active ETF
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Upon shareholder approval, seven Capital Group/American funds will remove the income component of their advisory fee and will increase the asset-based fee, including the US Government Securities fund ($23.1B) and the Tax Exempt Bond Fund of America Inc ($22.9B)
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Federated files two actively-managed ETFs: the Federated Hermes International Leaders ETF and the Federated Hermes Ultrashort Bond ETF
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BNY Mellon registers the sub-advised BNY Dreyfus Stablecoin Reserves fund, a government money market fund which shares are intended to serve as reserves backing outstanding payment stablecoins
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JPMorgan Investment Management has replaced Wellington Management Company as sub-advisor to the Nationwide Fund ($1.8B), effective July 14, 2025
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Amit Deshpande, head of Quantitative Fixed Income, will be leaving T. Rowe Price and will step down as a co-manager of eight funds, including the T. Rowe Price Limited Duration Inflation Focused Bond fund ($9B), effective December 31, 2025
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T. Rowe Price plans to reopen the T Rowe Price Small Cap Stock fund ($8B) and the T Rowe Price Institutional Small Cap Stock fund ($4B) to new investors, effective September 30, 2025
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Tidal Investments registers seven actively-managed ETFs, including the thematic Robotaxi ETF which will invest in twenty to fifty U.S. companies with significant economic exposure to the development, operation, and enablement of autonomous taxi services
MORE>>Week 33: 8/11/2025- 8/15/2025- BlackRock registers the actively-managed iShares Enhanced Large Cap Core Active ETF, and the iShares Euro Investment Grade Corporate Bond USD Hedged ETF
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AllianceBernstein files the actively-managed AB US Equity ETF
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ProFunds registers the daily leveraged crypto ProShares Ultra BLSH ETF
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Macquarie Asset Management has approved a 3:1 reverse stock split to Class C shares of the Macquarie Science & Technology fund ($6.4 billion) and Macquarie Small Cap Growth fund ($1.1B)
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WisdomTree Asset Management files three actively-managed ETFs, including the thematic WisdomTree Efficient Blockchain Plus Crypto ETF which will seek to have approximately equal exposure to domestic cryptocurrency futures contracts and global equity securities issued by companies involved in the investment themes of blockchain
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Christopher J. Brightman, CEO and CIO of Research Affiliates, has taken leave and will step off as co-portfolio manager of thirteen PIMCO funds, including the PIMCO All Asset fund ($10.9B)
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Defiance ETFs registers the Defiance Retail Kings ETF, which will be sub-advised by Penserra Capital Management and will utilize a proprietary momentum scoring system to identify thirty to fifty U.S. companies exhibiting elevated retail and digital sentiment (Retail Kings)
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Tidal Investments files fifteen ETFs, including the thematic Portfolio Building Block World Pharma and Biotech Index ETF
MORE>>Week 32: 8/4/2025- 8/8/2025- Goldman Sachs registers the Stablecoin Reserves fund, a government money market fund which will invest in certain eligible reserve assets in which payment stablecoin issuers are permitted to maintain
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Global X Management Company files the Global X US Natural Gas ETF
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Citibank will replace State Street Bank and Trust as administrator and custodian and succeed JPMorgan Chase Bank as transfer agent to twelve BlackRock iShares ETFs, including the iShares MSCI All Country Asia ex Japan ETF ($2.8B) and iShares Latin America 40 ETF ($1.6B)
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AllianceBernstein has approved a reverse share split for the Class C shares of eight funds, including the AB Large Cap Growth fund ($27.5B), expected to occur on or about October 17, 2025
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Tidal Investments registers ten actively-managed ETFs, including the sub-advised FINQ DOLLAR NEUTRAL US Large Cap AI-Managed Equity ETF and FINQ First US Large Cap AI-Managed Equity ETF which will both utilize a proprietary AI framework that continuously ranks all 500 stocks comprising the S&P 500 index from most relatively attractive to least relatively attractive
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Adrian H. Chan and Jacqueline Kenney will replace Chandra Seethamraju on the team managing three Franklin Templeton funds, including the Franklin US Core Equity (IU) fund ($1B), effective September 30, 2025
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Ultra Capital Management registers the thematic closed-end Ultra AI Opportunities Inc. fund which will invest in companies involved in the design, development, production, manufacturing, implementation, and commercialization of AI
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CAZ Investments Registered Adviser files the CAZ GP Stakes fund, an interval fund which will invest in GP Stake Investments across private equity, private credit, real estate, and real assets
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