Stone Ridge Trust files with the SEC
June 20, 2024-Stone Ridge Trust has filed a Post-Effective Amendment, Registration Statement with the SEC.
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Source: SEC.gov
Professionally Managed Portfolios files with the SEC-Congress Intermediate Bond ETF
June 20, 2024-Professionally Managed Portfolios has filed a Post-Effective Amendment, Registration Statement with the SEC for the Congress Intermediate Bond ETF.
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Source: SEC.gov
Advisors' Inner Circle Fund II files with the SEC-4 3EDGE Dynamic ETFs
June 20, 2024-Advisors' Inner Circle Fund II has filed a Post-Effective Amendment, Registration Statement with the SEC for the
3EDGE [Dynamic Fixed Income] ETF
3EDGE [Dynamic Hard Assets] ETF
3EDGE [Dynamic International Equity] ETF
3EDGE [Dynamic US Equity] ETF.
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Source: SEC.gov
BNY Mellon Insights-Active ETFs and SMAs Thrive As Mutual Funds Lose More Ground U.S. Distribution Pulse Quarterly|Q2 2024
June 20, 2024--Mutual funds, exchange-traded funds (ETFs), and separately managed accounts (SMAs) all saw net sales grow in Q1 2024.
With United States economic growth more sluggish than anticipated in Q1 and inflation proving hard to tame, investors continue to face tough questions about how to manage their money. Against this backdrop, the market experienced the highest inflows since Q4 2021 for mutual funds, driven by record fixed income growth.
Industry wide, of the $78 billion that flowed into fixed income mutual funds, $74 billion went into active management1 with investors seeming to prioritize fund returns over real returns despite the impact of inflation.
Looking at Q1 positive net sales at wirehouses, two of the top three performers were mutual funds on rep-as-portfolio manager programs (multisector bond and intermediate core-plus bond). But in contrast to the fixed-income bounce back, U.S. equity mutual funds experienced deep outflows. As a result, mutual funds lost more of their overall share of wirehouse assets to both exchange-traded funds (ETFs) and separately managed accounts (SMAs).
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Source: bnymellon.com
BondBloxx ETF Trust files with the SEC-3 BondBloxx IR+M Tax-Aware ETFs
June 18, 2024-BondBloxx ETF Trust has filed a Post-Effective Amendment, Registration Statement with the SEC for the
BondBloxx IR+M Tax-Aware ETF for California Residents
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents
BondBloxx IR+M Tax-Aware ETF for New York Residents.
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Source: SEC.gov
American Century ETF Trust files with the SEC-American Century California Municipal Bond ETF and Avantis U.S. Small Cap Equity Fund
June 18, 2024-American Century ETF Trust has filed a Post-Effective Amendment, Registration Statement with the SEC for the
American Century California Municipal Bond ETF
Avantis U.S. Small Cap Equity Fund.
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Source: SEC.gov
Legg Mason ETF Investment Trust files with the SEC-ClearBridge Large Cap Growth ESG ETF
June 18, 2024-Legg Mason ETF Investment Trust has filed a Post-Effective Amendment, Registration Statement with the SEC for the ClearBridge Large Cap Growth ESG ETF.
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Source: SEC.gov
TCW ETF Trust files with the SEC-6 ETFs
June 18, 2024-TCW ETF Trust has filed a Post-Effective Amendment, Registration Statement with the SEC for the
TCW Flexible Income ETF
TCW Senior Loan ETF
TCW Investment Grade Credit ETF
TCW High Yield Bond ETF
TCW AAA CLO ETF
TCW Multisector Credit Income ETF.
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Source: SEC.gov
Kurv ETF Trust files with the SEC-Kurv TaxOptimized U.S. Large Cap ETF
June 18, 2024-Kurv ETF Trust has filed a Post-Effective Amendment, Registration Statement with the SEC for the Kurv TaxOptimized U.S. Large Cap ETF.
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Source: SEC.gov
ETF Opportunities Trust files with the SEC-22 T-REX 2X Long AMC ETFs and T-REX 2X Inverse ETFs
June 18, 2024-ETF Opportunities Trust has filed a Post-Effective Amendment, Registration Statement with the SEC 22 T-REX 2X Long AMC ETFs and 22 T-REX 2X Inverse ETFs.
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Source: SEC.gov