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Week 19: 5/11/2026- 5/15/2026- Effective August 1, 2026, eighteen PIMCO funds will be renamed and will modify their investment strategies, including the PIMCO CommoditiesPLUS Strategy fund ($7.2B, to be renamed PIMCO CommoditiesPLUS and Bond Alpha fund) which will state that at least 80% of their assets will be invested in a combination of commodities and fixed income
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Daniel Workman will replace John Wiley in the management team of two Franklin Templeton funds, including the Franklin California High Yield Municipal fund ($3.2B) effective June 30, 2026
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AllianceBernstein files the actively-managed, option-income AB Equity Premium Income ETF, which will obtain equity exposure through a tax-managed strategy designed to reflect the risk and return characteristics of the S&P 500 Index
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SEI registers the fund of funds SEI Carlyle Private Markets fund, an interval fund which will invest in global private markets, including private equity, private credit, and real assets
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ProFunds files two actively-managed thematic ETFs: the ProShares AI Computing Power ETF and the leveraged ProShares Ultra AI Computing Power ETF, which will both invest in GPU computer futures contracts tied to the AI computing power market
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Previously closed to new investors since April 1, 2025, JPMorgan will reopen the Undiscovered Behavioral Value fund ($9B)
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Effective August 1, 2026, the MFS International Large Cap Value fund ($7.4B) will change its name to MFS International Value fund and will modify its 80% policy to state that it will invest in value companies of any size (previously, large cap companies) that MFS believes to be undervalued
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Graham Capital Management will leave the sub-advisory team of the LoCorr Macro Strategies fund ($1.7B)
MORE>>Week 18: 5/4/2026- 5/8/2026- O’Shaughnessy Asset Management will replace BlackRock Financial Management on the sub-advisory team of the Morgan Stanley Pathway International Equity fund ($1.3B) and the Morgan Stanley Pathway Emerging Market fund ($913M)
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BNY Mellon registers the actively-managed BNY Mellon Emerging Markets Debt ETF
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Dimensional Fund Advisors will offer an ETF share class of the DFA US Small Cap Growth fund ($1.9B)
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Schroder and Pacer Advisors each files actively-managed ETFs that seek exposure to specified Autocallable indexes
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Neos Investment Management registers two actively-managed ETFs: the NEOS Boosted Russell 2000 High Income ETF, a tax-managed fund of funds (FoF) which will seek to track the Russell 2000 index and utilize options to generate monthly income, and the NEOS Silver High Income ETF which will invest in silver ETPs and utilize options to track the price of silver and generate income
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American Beacon files the FoF American Beacon Asset-Based Income fund, an interval fund which will invest in asset-based income investments
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Effective March 23, 2026, Mario J. Gabelli has taken a temporary leave from nine Gabelli funds, including the Gabelli Small Cap Growth fund ($2B)
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