News Stories Archives - Since 1998
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A Freshly Transformed Muni Fund Doubles In 2 Months, And ...
The fund firm transformed the fund last December. Meanwhile, a new MD is joining the team that runs the fund...
MutualFundWire.com -
Friday, July 26, 2024
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An NY AM Adopts and Transforms a Cali Alt
The four-year-old alternative fund is now a mutual fund, with three share classes and $35 million in AUM...
MutualFundWire.com -
Thursday, July 25, 2024
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In 30 Months, an Active Bond ETF Reaches $1B
The milestone came a month after the fund's elder sibling surpassed $10 billion in AUM...
MutualFundWire.com -
Thursday, July 25, 2024
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Redell Celebrates an EM Fund's 1st Decade
The DoubleLine team has a mutual fund surpassed that reached its 10th birthday earlier this year...
MutualFundWire.com -
Wednesday, July 24, 2024
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The First Nine Spot Ether ETPs Arrive
The funds reportedly received their final necessary SEC blessings yesterday afternoon, setting up the funds' launch today...
MutualFundWire.com -
Tuesday, July 23, 2024
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With $4.3B, Baird Pulls Ahead
The M* team updates U.S. flows data for June 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, July 19, 2024
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Vanguard Repeats, Netting $30B
The M* team updates U.S. flows data for June 2024 for ETFs and long-term, open mutual funds...
MutualFundWire.com -
Thursday, July 18, 2024
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Less Than 5 Years In, a Cali Boutique Passes $50B
The 37-person team now offers 28 ETFs and 9 mutual funds...
MutualFundWire.com -
Thursday, July 18, 2024
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$730B In Six Months
This side of the asset management industry now has a record $13.14 trillion in worldwide AUM, including a record $9.18 trillion in the U.S. alone...
MutualFundWire.com -
Wednesday, July 17, 2024
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A SoCal Fund Firm Sails Into the ETF Space, And ...
The tactical quant shop's team is launching their first four ETFs...
MutualFundWire.com -
Tuesday, July 16, 2024
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In the Midwest, a Systematic Trend Fund Turns 10
The mutual fund comes in three flavors and has about $419 million in total AUM...
MutualFundWire.com -
Tuesday, July 16, 2024
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Equity Fund Flows Suffer a $20B Swing
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, July 12, 2024
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A $25B-AUM AM Teams Up For a $310.5MM-AUM Launch
The freshly launched fund already has $310.5 million in AUM...
MutualFundWire.com -
Thursday, July 11, 2024
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An OCIO's 1st Fund Reaches $100MM
The mutual fund debuted a year ago and offers two share classes...
MutualFundWire.com -
Thursday, July 11, 2024
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An 87-Year-Old Titan Enters the Active Muni ETF Space
The launch expands the publicly traded firm's active ETF lineup to 16 funds in total...
MutualFundWire.com -
Wednesday, July 10, 2024
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Victory Is Officially Engaged to Its Biggest Target Yet
David Brown and his team are preparing to move forward on a deal first publicly proposed three months ago...
MutualFundWire.com -
Wednesday, July 10, 2024
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Why Experienced Mutual Fund Managers Should Consider Utilizing a Series Trust When Entering the ETF Market.
A series trust chief makes the case for not going it alone in the exchange traded fund space...
MutualFundWire.com -
Tuesday, July 9, 2024
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The Answer to Your ETF AUM Problem Starts With Marketing
A marketing ally to fundster offers pointers to folks looking to make a splash with new ETFs...
MutualFundWire.com -
Monday, July 8, 2024
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Week In Preview, July 8 - July 14
This week, the teams at BNY Mellon, ICI, J.P. Morgan, Stradley Ronon, Thrivent, and WE will host events...
MutualFundWire.com -
Monday, July 8, 2024
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A CT AM Launches Its 5th ETF
The new, actively managed fund invests in other ETFs and call options...
MutualFundWire.com -
Friday, July 5, 2024
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A Fund Firm's Parent Turns 145
The Midwestern firm was first founded in 1879...
MutualFundWire.com -
Friday, July 5, 2024
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Happy 4th of July Eve!
MFWire will be closed tomorrow in observance of the Independence Day market holiday...
MutualFundWire.com -
Wednesday, July 3, 2024
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Active ETF Clones Outshine Their MF Models. Why?
New research from an ally to fundsters explains why actively managed ETFs are outperforming the active mutual funds they're designed to mimic...
MutualFundWire.com -
Wednesday, July 3, 2024
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A 16-Year-Old AM Celebrates an ETF Milestone
The 79-employee, $17-billion-AUM fund firm now has more than $1 billion in its ETF business alone...
MutualFundWire.com -
Tuesday, July 2, 2024
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Fundster Leaders' Comp Falls, But ...
New research illustrates compensation trends among asset management CEOs, other NEOs, and directors...
MutualFundWire.com -
Monday, July 1, 2024
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Industry Flows Rebound By $44.3B
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, June 28, 2024
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Two Years In, an ETF Startup Hits $1.5B
The team at a Midwestern ETF sponsor and subadvisor is celebrating a big milestone...
MutualFundWire.com -
Tuesday, June 25, 2024
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Week In Preview, June 24 - June 30
This week, the teams at Expect Miracles Foundation, ICI, MFDF, MMI, Morningstar, Philadelphia Fund Alliance, Stradley Ronon, and WE will host events...
MutualFundWire.com -
Monday, June 24, 2024
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Passive Equities Have Their Worst Week In Six Years
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, June 21, 2024
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From $2B to $6B In 4 Months
An ETF entrepreneur and his team celebrate another AUM milestone...
MutualFundWire.com -
Friday, June 21, 2024
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Strive Preps an $18MM-AUM Fund's Rebranding
The index ETF debuted last summer and will continue to track the same index...
MutualFundWire.com -
Monday, June 17, 2024
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PGIM Adds FoFs For 2 New ETF Series
The dual launch comes less than six months after the asset manager's team unveiled those series...
MutualFundWire.com -
Friday, June 14, 2024
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This Is Equity ETFs' Worst Week Since 2021
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, June 14, 2024
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SSGA Hires an 8-Year USCF Vet
The new hire is based in the Gotham area...
MutualFundWire.com -
Wednesday, June 12, 2024
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First Trust Plans a $504MM-AUM Growth Fund Adoption
The deal is expected to close in Q3 2024, pending approval by the target fund's shareholders...
MutualFundWire.com -
Tuesday, June 11, 2024
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A $1.48T-AUM AM Backs an MLB Team
A publicly traded asset manager enters a multi-year partnership with a nearby, freshly acquired baseball franchise...
MutualFundWire.com -
Tuesday, June 11, 2024
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Targeting Income, an Ohio RIA Rolls Into the ETF Space
A Buckeye State firm is teaming up to debut its first ETF...
MutualFundWire.com -
Monday, June 10, 2024
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In SoCal, a $6.2B-AUM AM Teams Up For Its 1st ETFs
A 56-year-old asset manager now subadvises a pair of actively managed ETFs...
MutualFundWire.com -
Friday, June 7, 2024
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A 17-Year-Old Boutique Backs "One of the Premier Golfers"
The new partnership launches as the former #1 amateur golfer goes pro...
MutualFundWire.com -
Friday, June 7, 2024
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A Florida Alt ETFs Shop Debuts a 2nd Covered Call ETF
The new, actively managed, non-diversified fund debuted earlier this week...
MutualFundWire.com -
Thursday, June 6, 2024
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On Friday, ProShares Will Double Its Ether ETF Lineup
The team at the Mid-Atlantic fund firm are preparing to roll out two more ETFs focused on this cryptocurrency...
MutualFundWire.com -
Tuesday, June 4, 2024
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This Outflows Streak Reaches 120 Weeks
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Tuesday, June 4, 2024
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UMB Will Sell a 20-Client Unit of Fund Services, But ...
Updated | The deal involves only one slice of the publicly traded bank's mutual fund back office business...
MutualFundWire.com -
Friday, May 31, 2024
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25 Years In, an MA Quant Shop Enters the ETF Biz
The launch comes a year after a publicly traded asset manager bought the boutique...
MutualFundWire.com -
Thursday, May 30, 2024
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Most New Active Funds Don't Reach $1B In 5 Years
New research from an ally to fundsters underscores how high attrition is among new mutual funds and ETFs...
MutualFundWire.com -
Thursday, May 30, 2024
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Expect Fundster Bonus Pools to Still Lag 2020, But ...
A consulting firm's team expects traditional asset managers to increase incentive funding a bit this year, thanks to favorable markets, despite active outflows...
MutualFundWire.com -
Wednesday, May 29, 2024
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Defiance and Tidal Target Nuclear Energy, And ...
The folks at the two firms are rolling out a leveraged ETF designed to double the daily returns of a specific index fund. And they're prepping four more ETFs that will similarly track other index funds...
MutualFundWire.com -
Tuesday, May 28, 2024
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SEC Mostly Clears the Way For 8 Ether ETPs
Yesterday, the regulatory agency approved rule changes allowing three exchanges to list such exchange-traded products. Stay tuned for word on the SEC's approval of those proposed ETPs' S-1 registration statements...
MutualFundWire.com -
Friday, May 24, 2024
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What's Next For Biden's Wall Street Sheriff?
The SEC's chair strongly hints to fundsters that he would stick around next year if the administration stays put ... or maybe even if it doesn't...
MutualFundWire.com -
Thursday, May 23, 2024
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Gensler Ponders ETF Industry Concentration, Money Funds, and Crypto
ICI chief Eric Pan interviews the SEC chief at the trade group's annual leadership summit...
MutualFundWire.com -
Thursday, May 23, 2024
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Money Fund Outflows Fall By $80B
The M* team updates U.S. flows data for April 2024 for money market fund funds...
MutualFundWire.com -
Wednesday, May 22, 2024
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These Conversions Typically Shrink Revenue By 63 Percent
New research offers some insight into what happens shortly after a particular type of product transformation...
MutualFundWire.com -
Tuesday, May 21, 2024
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Reader Rating: 5
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Passive Flows Plunge By $70B
The M* team updates U.S. flows data for April 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, May 20, 2024
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A Philly Area Firm Leads With $668MM
The M* team updates U.S. flows data for April 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, May 17, 2024
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A $314MM-AUM Quartet Trades For a New Brand, And ...
A Gotham area fund firm is launching a new ETF family, starting with four existing funds. Three of the funds will be tweaked a bit more this summer...
MutualFundWire.com -
Friday, May 17, 2024
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Reader Rating: 5
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Baird Repeats, Upping Inflows By $811MM
The M* team updates U.S. flows data for April 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, May 16, 2024
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4.5 Months Post-Transformation, a Muni Fund Reaches $1B
The 12-year-old fund changed names and strategies at the end of last year and started this year with a new portfolio manager...
MutualFundWire.com -
Thursday, May 16, 2024
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Despite a $13B Drop, Vanguard Fourpeats
The M* team updates U.S. flows data for April 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, May 15, 2024
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For Bogle's 4th Successor, the Board Picks a Non-Crew Member, And ...
In a first, a non-Vanguard veteran is preparing to take over the Low-Cost Leviathan. Meanwhile, a familiar new chairman will rise, and three new members will join the fund firm's board...
MutualFundWire.com -
Wednesday, May 15, 2024
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April Breaks Funds' Five-Month, $279B Inflows Streak
The M* team updates U.S. flows data for April 2024 for ETFs and long-tem, open-end mutual funds...
MutualFundWire.com -
Tuesday, May 14, 2024
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These ETFs Netted $9.4B, Their Best Week In 5 Years
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Tuesday, May 14, 2024
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A Gotham Real Estate Hedge Fundster Preps an ETF
A 14-year-old shop is teaming up to enter the ETF space...
MutualFundWire.com -
Monday, May 13, 2024
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Defiance Adds to a $538MM-AUM Suite, And ...
The Sunshine State ETF shop is teaming up with a familiar pair of allies to launch a fourth fund and prep three more...
MutualFundWire.com -
Friday, May 10, 2024
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First Trust Transforms 4 CEFs Into 1 ETF
The combination created a fund with about $1.1 billion in AUM...
MutualFundWire.com -
Friday, May 10, 2024
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M* Fetes the Retiring Hart of 3 Funds, While Skipping Another Award
The Morningstar team revealed one big award winner yesterday. Yet the industry will have to keep waiting for more winners in another award category from the publicly traded investment research firm...
MutualFundWire.com -
Thursday, May 9, 2024
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With a $244MM-AUM Dual Conversion, an ETF Lineup Grows to Five
The folks at a Golden State fund firm have transformed a pair of mutual funds into actively managed ETFs...
MutualFundWire.com -
Tuesday, May 7, 2024
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With a Familiar Ally, an FL Shop Starts a 5-ETF Suite
The first fund in the new lineup debuted last week, and they've filed to launch four more...
MutualFundWire.com -
Monday, May 6, 2024
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Week In Preview, May 6 - May 12
This week, the teams at AMG and MMI are hosting events...
MutualFundWire.com -
Monday, May 6, 2024
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Money Funds Dominate As Inflows Rise By $16.5B
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, May 3, 2024
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A Chicago-D.C. Merger Creates a $15B AM
The combined firm has a team of about 75 people, and the merger had been in the works since an acquisition more than a year ago...
MutualFundWire.com -
Thursday, May 2, 2024
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Three Weeks In, a Texas Team Enhances Their ETF Push
The folks at a Lone Star State firm are rolling out their second ETF, less than one month after debuting their first...
MutualFundWire.com -
Wednesday, May 1, 2024
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A $1.9B-AUM FI Fund Turns 30
The mutual fund comes in three flavors and is designed as an alternative to money funds...
MutualFundWire.com -
Wednesday, May 1, 2024
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A CT Startup Builds Its 12th ETF
The launch comes four months after the firm's first 11 ETFs debuted late last year...
MutualFundWire.com -
Tuesday, April 30, 2024
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A $6.7B-AUM Value Boutique Will Shutter Its ETF
The team at a Gotham asset manager is preparing to liquidate a fund after less than three years...
MutualFundWire.com -
Tuesday, April 30, 2024
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2 B-D Leaders' New Shop Enters the ETF Sector
A Sunshine State fund firm's team is rolling out their first offering...
MutualFundWire.com -
Monday, April 29, 2024
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Week In Preview, April 29 - May 5
This week, the teams at IDC, IMEA, Janus Henderson, MFDF, Prudential, Voya, and WE will host events...
MutualFundWire.com -
Monday, April 29, 2024
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Despite a $33B Drop, Fidelity Still Leads
The M* team updates U.S. flows data for March 2024 for money market mutual funds...
MutualFundWire.com -
Friday, April 26, 2024
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Flows Rebound By $149B In a Week
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, April 26, 2024
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An Inaugural ETF Approaches $600MM In Less Than Six Months
The actively managed stock fund is a 47-year-old asset manager's first foray into the exchange-traded fund space...
MutualFundWire.com -
Thursday, April 25, 2024
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A Leveraged Index ETF Shop Leads With $1B
The M* team updates U.S. flows data for March 2024 for ETFs and long-terrm, open-end mutual funds...
MutualFundWire.com -
Wednesday, April 24, 2024
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An Insurer's New Funds Net $3.5B
The M* team updates U.S. flows data for March 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, April 23, 2024
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With $5.8B, Dodge & Cox Takes the Lead
The M* team updates U.S. flows data for March 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, April 23, 2024
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Vanguard Regains the Lead With a $70B Q1
The M* team updates U.S. flows data for March 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, April 22, 2024
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Week In Preview, April 22 - April 28
This week, the teams at AllianceBernstein, Artisan, IDC, IMDDA, IMEA, Invesco, MFDF, MMI, Raymond James, Virtus, and WE will host events...
MutualFundWire.com -
Monday, April 22, 2024
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Titans' Inflows Rise By $68B
The M* team updates U.S. flows data for March 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, April 19, 2024
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This Was the Worst Flows Week In Almost 15 Years
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, April 19, 2024
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A $204B-AUM AM Will Triple This Lineup
A Southland asset manager's team is preparing to add two more ETFs and convert four traditional mutual funds...
MutualFundWire.com -
Thursday, April 18, 2024
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With a UCLA Ally, a $4B-AUM ETF Shop Bets On the Intangible
A Gotham fund firm's team is rolling out a pair of new ETFs, both powered by indexes from a finance department's chair...
MutualFundWire.com -
Wednesday, April 17, 2024
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$398B Flows In
This side of the asset management industry now has a record $12.71 trillion in worldwide AUM, including a record $8.87 trillion in the U.S. alone...
MutualFundWire.com -
Wednesday, April 17, 2024
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What Would a Victory-Amundi Combo Look Like?
The proposed deal would boost the multi-boutique asset manage to $279 billion in AUM, more than $1.2 billion in annual revenue, and about $400 million in adjusted net income. And that's before cost synergies...
MutualFundWire.com -
Tuesday, April 16, 2024
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Week In Preview, April 15 - April 21
This week, the teams at ETF.com, IDC, IMEA, MFDF, MMI, and WE will host events...
MutualFundWire.com -
Monday, April 15, 2024
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Three Titans Add a Combined $2.658T In AUM
At least two of the firms' assets under management reached record levels at the end of the first quarter of 2024...
MutualFundWire.com -
Friday, April 12, 2024
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At a $5B-AUM AM, Luciano Leads an Expanded, Relocated Branch
The move more doubles the office's size, both in space and headcount. It will now account for nearly 20 percent of the Empire State firm's overall team...
MutualFundWire.com -
Thursday, April 11, 2024
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A $16.6B-AUM Firm Streams Into the ETF Space, And ...
The team at a publicly traded firm in the Lone Star State is rolling out their first exchange-traded fund and prepping their second...
MutualFundWire.com -
Wednesday, April 10, 2024
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Fundster Headcount May Trend "Much Lower In Medium to Long-Term"
A consulting firm expects operations and back office teams to be hit especially hard by the coming shrinkage...
MutualFundWire.com -
Wednesday, April 10, 2024
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A $7.7B-AUM AM Enters the ETF Biz
The team at a boutique fixed income asset manager in the Midwest is rolling out their first ETF, and it is actively managed...
MutualFundWire.com -
Tuesday, April 9, 2024
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Reader Rating: 5
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After 37 Years, a Fund Firm's RIA Channel Founder Exits
The executive held a variety of leadership roles at a recently acquired Beantown fund firm...
MutualFundWire.com -
Monday, April 8, 2024
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Week In Preview, April 8 - April 14
This week, the teams at FRA, IMDDA, MFDF, and WE will host events, and several firms in the mutual fund business will release earnings reports...
MutualFundWire.com -
Monday, April 8, 2024
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Teaming Up, an El-Erian-Backed Shop Powers a New MF
The folks at an institutional manager near NYC are helping launch a bond mutual fund focused on emerging markets...
MutualFundWire.com -
Friday, April 5, 2024
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In NYC, a $599MM-AUMA Team Adds ETF #3
Like their first two ETFs, the teams' new offering is an actively managed, thematic fund...
MutualFundWire.com -
Thursday, April 4, 2024
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