News Stories Archives - Since 1998
|
VanEck Preps a $21MM-AUM Pair of Liquidations
One of the funds is expected to shutter in 11 days, while the other will shut down in about a month...
MutualFundWire.com -
Thursday, September 12, 2024
|
A $38.5B-AUM AM Bundles Downside Protection ETFs
A Midwestern liquid alts shop is launching an ETF-of-ETFs...
MutualFundWire.com -
Wednesday, September 11, 2024
|
First Trust Plans to Transform a 17-Year-Old Income Fund
Watch for them to turn a longstanding closed-end fund into an exchange-traded fund...
MutualFundWire.com -
Wednesday, September 11, 2024
|
Two Gotham Shops Team Up For an Active Muni ETF
The new fund reached the $20 million AUM on day one...
MutualFundWire.com -
Tuesday, September 10, 2024
|
Focused On Family Offices, an MA Startup Plants ETF #1, And ...
Near Boston, a new shop's team is entering the ETF space with one fund and preparing to launch another...
MutualFundWire.com -
Monday, September 9, 2024
|
A $610B-AUM Multinational Adds Its 5th U.S. ETF
Like its four predecessors, the latest fund is actively managed...
MutualFundWire.com -
Friday, September 6, 2024
|
A Crypto Index Fund Firm Acquires On Both Sides of the Atlantic
A San Francisco asset manager's team unveiled a pair of acquisitions last month, both in the digital assets space...
MutualFundWire.com -
Friday, September 6, 2024
|
4 Years, $5.8B, 29 Funds
A Gotham team celebrates a milestone...
MutualFundWire.com -
Thursday, September 5, 2024
|
Arnott and Co Sponsor Their 1st ETF
The new, passive fund is powered by one of Research Affiliates' own indexes and is expected to debut next week...
MutualFundWire.com -
Wednesday, September 4, 2024
|
A $725B-AUM AM Replaces 2 Fund Brands With 1
The change took effect a week ago and involves more than 70 mutual funds and ETFs...
MutualFundWire.com -
Wednesday, September 4, 2024
|
With 8 Launches, AXS Intros a New Leveraged ETF Approach, And ...
The Gotham area team is planning nearly 40 more ETFs along these lines...
MutualFundWire.com -
Tuesday, September 3, 2024
-
Reader Rating: 5
|
Fido Wins As Flows Improve By $30B
The M* team updates U.S. flows data for July 2024 for money market mutual funds...
MutualFundWire.com -
Friday, August 30, 2024
|
24 of the Best Fund Firms For Disability Inclusion In 2024
Two organizations recognize a host of big companies, including a number who are in the U.S. asset management business...
MutualFundWire.com -
Thursday, August 29, 2024
|
As Feds Circle a $381B-AUM AM, a C-Suiter Is Out, For Now
A bond king is on leave from a fixed income unit within a publicly traded asset management titan...
MutualFundWire.com -
Friday, August 23, 2024
|
40 Years of Fixed Income Winning By Not Losing
A fixed income fund from a California asset manager reaches a big milestone...
MutualFundWire.com -
Wednesday, August 21, 2024
|
Tuttle Helps a Robo Into ETF World
In the Pacific Northwest, a startup's team is rolling out their first ETF and planning at least one more...
MutualFundWire.com -
Tuesday, August 20, 2024
|
Net YTD ETF Launches Triple In 2024
An industry research team offers data on how this side of the asset management industry's lineup is growing this year...
MutualFundWire.com -
Tuesday, August 20, 2024
|
Week In Preview, August 19 - August 25
This week, the team at at the Expect Miracles Foundation is hosting an event, and a trade group is wrapping up the nomination period for its annual awards program...
MutualFundWire.com -
Monday, August 19, 2024
|
A $361B-AUM AM Launches an EM Debt Fund
The new, actively managed ETF debuted on Tuesday...
MutualFundWire.com -
Friday, August 16, 2024
|
$9.49T, $13.61T, and Counting
An industry research team offers July 2024 data on one side of the asset management business...
MutualFundWire.com -
Friday, August 16, 2024
|
A $15B-AUM Insti AM Enters ETF World
A Gotham asset manager is teaming up to launch its first three exchange-traded funds...
MutualFundWire.com -
Thursday, August 15, 2024
|
2 Years, 10 ETFs, $5.5B In AUM
The folks at a multi-boutique asset manager celebrate a big milestone for their flagship family...
MutualFundWire.com -
Thursday, August 15, 2024
|
A $12.4B-AUM Boutique Grows Into the ETF Space
The fund firm's first ETF is charting a similar course as their flagship open-end mutual fund...
MutualFundWire.com -
Wednesday, August 14, 2024
|
GMO Celebates a $1B-AUM First Foray
In nine months, the value equity asset manager's first ever ETF has reached ten-figure territory...
MutualFundWire.com -
Wednesday, August 14, 2024
|
A $5.6B-AUM Shop Enters the EM Bond ETF Space, And ...
The Gotham shop is also preparing to launch a muni bond fund...
MutualFundWire.com -
Tuesday, August 13, 2024
|
YieldMax Launches 1 While Prepping 11 More
The first of a dozen new offerings debuted last Wednesday...
MutualFundWire.com -
Monday, August 12, 2024
|
Defiance and Tidal Launch the 1st of 5
The new fund and the four planned funds are all leveraged single stock funds...
MutualFundWire.com -
Friday, August 9, 2024
|
A $1T-AUM AM Adds U.S. ETF #40
The new, passively managed fund debuted at the end of last week...
MutualFundWire.com -
Wednesday, August 7, 2024
|
An $8B-AUM AM Preps a 3-Fund Transformation
The Midwestern fund firm's team plans to combine three closed-end funds to create one new ETF...
MutualFundWire.com -
Wednesday, August 7, 2024
|
With a New Quartet, a 36-Year-Old Quant Shop Enters ETF World
The team at a $10-billion-AUM boutique, part of a $783-billion-AUM asset manager, is rolling out their first four ETFs...
MutualFundWire.com -
Friday, August 2, 2024
|
A Gotham AM Vet Gasses Up His 1st ETF
An institutional asset management veteran teams up to enter the ETF space with his new startup...
MutualFundWire.com -
Thursday, August 1, 2024
-
Reader Rating: 5
|
Jenny's Franklin Is "Vehicle Agnostic"
The publicly traded fund firm's chief notes that conventional wisdom about product types and margins is probably wrong long term...
MutualFundWire.com -
Thursday, August 1, 2024
|
Schwab Enters the Active Fixed Income ETF Space
The brokerage's asset management arm is preparing to roll out another high yield bond fund in a couple of weeks...
MutualFundWire.com -
Wednesday, July 31, 2024
|
A 47-Year-Old Boutique's 1st ETF Reaches $100MM
The $9.1-billion-AUM (as of March 31), options-based investment specialist is part of a $1.3-trillion-AUM multiboutique asset manager...
MutualFundWire.com -
Wednesday, July 31, 2024
|
Teaming Up, a Georgia Boutique Adds ETF #2
The new, actively managed fund debuted yesterday, with help from a familiar pair of allies...
MutualFundWire.com -
Tuesday, July 30, 2024
|
Aylward Emphasizes Alts As Virtus Hunts More Deals
Outflows rose last quarter at the publicly traded fund firm, thanks to traditional U.S. mutual funds and institutional accounts...
MutualFundWire.com -
Tuesday, July 30, 2024
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
$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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
A Fund Firm's Parent Turns 145
The Midwestern firm was first founded in 1879...
MutualFundWire.com -
Friday, July 5, 2024
|
Happy 4th of July Eve!
MFWire will be closed tomorrow in observance of the Independence Day market holiday...
MutualFundWire.com -
Wednesday, July 3, 2024
|
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
|
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
|
Fundster Leaders' Comp Falls, But ...
New research illustrates compensation trends among asset management CEOs, other NEOs, and directors...
MutualFundWire.com -
Monday, July 1, 2024
|
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
|
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
|
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
|
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
|
From $2B to $6B In 4 Months
An ETF entrepreneur and his team celebrate another AUM milestone...
MutualFundWire.com -
Friday, June 21, 2024
|
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
|
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
|
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
|
SSGA Hires an 8-Year USCF Vet
The new hire is based in the Gotham area...
MutualFundWire.com -
Wednesday, June 12, 2024
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
-
Reader Rating: 5
|
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
|
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
|
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
-
Reader Rating: 5
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|