Capital Group Equity ETF Trust I files with the SEC-Capital Group U.S. Small and Mid Cap ETF
January 8, 2025-Capital Group Equity ETF Trust I has filed a Pre-Effective Amendment No. 2 to Form N-1A Registration Statement with the SEC for the Capital Group U.S. Small and Mid Cap ETF.
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Source: SEC.gov
Thornburg ETF Trust files with the SEC
January 8, 2025-Thornburg ETF Trust has filed an Application for Exemptive Relief with the SEC.
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Source: SEC.gov
Principal Exchange-Traded Funds files with the SEC-Principal Capital Appreciation Select ETF
January 8, 2025-Principal Exchange-Traded Funds has filed a Form N-1A, Post-Effective Amendment, Registration Statement with the SEC for the Principal Capital Appreciation Select ETF.
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Source: SEC.gov
Hotchkis & Wiley Funds files with the SEC-H&W SMID Cap Diversified Value Fund
January 7, 2025-Hotchkis & Wiley Funds has filed a Form N-1A, Post-Effective Amendment, Registration Statement with the SEC for the H&W SMID Cap Diversified Value Fund.
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Source: SEC.gov
Hotchkis & Wiley Funds files with the SEC
January 7, 2025-Hotchkis & Wiley Funds has filed an Amended Application for Exemptive Relief with the SEC.
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Source: SEC.gov
Fidelity to convert $180mn bond index fund into ETF
January 7, 2025--The proposed move is thought to be the first conversion in the US of a passively managed index mutual fund to an ETF.
Fidelity Investments will become the first asset manager to convert an index mutual fund into an ETF, according to industry analysts.
The firm's $178mn Municipal Bond Index Fund board intends to refashion the product into an ETF in April, according to a regulatory filing.
However, the conversion of its index fund would be the first time a US fund manager has filed to refashion such a product into an ETF, according to Morningstar analyst Dan Sotiroff.
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Source: ft.com
Strive files to launch 'bitcoin bond' ETF
January 7, 2025--Filing says active ETF would invest in bonds issued by companies such as MicroStrategy
Strive Asset Management plans to launch an exchange traded fund investing in bonds issued by companies to pay for bitcoin investments, according to a regulatory filing.
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Source: ft.com
ETF flows top $1.1tn for 2024 thanks to soaring stocks and bitcoin bonanza
January 7, 2025-- A closer look at ETFs' record-breaking year.
It will be new to no one that ETFs had a stellar year in 2024.
The vehicle, in the US, ended the year with $1.1tn in inflows, more than it has ever collected before, and over $10tn in assets under management, according to data from Morningstar Direct.
ETFs averaged $92bn of inflows per month in 2024, and had over $100bn of inflows in each month of Q4.
The year's flows were boosted by strong equity markets, the S&P 500 ended the year about 23%, a post election bump and rate cuts, as well as new bitcoin products, which proved especially popular.
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Source: citywire.com
Faith Investor Services Launches the FIS Bright Portfolios Focused Equity ETF (BRIF)
January 7, 2025--New actively managed ETF combines innovative investment strategies with biblically responsible principles
Faith Investor Services, LLC (FIS) and Bright Portfolios, LLC are excited to announce the launch of the FIS Bright Portfolios Focused Equity ETF, listed on the NYSE Arca under the ticker symbol BRIF.
This actively managed ETF is designed to deliver long-term capital appreciation by investing primarily in large-cap companies with strong growth potential, while aligning with Christian values.
The FIS Bright Portfolios Focused Equity ETF views investing as ownership. Ownership comes with an ethical responsibility to advance products, processes and priorities that positively impact the lives of others. The Bright team applies a proprietary "Bright Score" screening process, which incorporates quantitative and qualitative analysis to identify companies that contribute value to others and avoid activities contrary to Christian values.
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Source: Faith Investor Services, LLC
Spinnaker ETF Series files with the SEC-Genter Capital Dividend Income ETF and Genter Capital International Dividend ETF
January 6, 2025-Spinnaker ETF Series has filed a Form N-1A, Post-Effective Amendment, Registration Statement with the SEC for the
Genter Capital Dividend Income ETF
Genter Capital International Dividend ETF.
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Source: SEC.gov