News Stories Archives - Since 1998
|
1 Year In, a 47YO AM Quadruples Its ETF Lineup, And ...
A Beantown fund firm is rolling out three ETFs and prepping at least two more...
MutualFundWire.com -
Friday, November 8, 2024
|
A $77B-AUMA CA Firm Will Shutter Its Sole MF
The liquidation of the seven-year-old mutual fund is scheduled for January 3...
MutualFundWire.com -
Friday, November 8, 2024
|
F/m and a 33YO Subadvisor Greenlight Their 1st Equity ETF
The new fund is also the fund firm's first subadvised ETF and the subadvisor's first ETF ever...
MutualFundWire.com -
Wednesday, November 6, 2024
|
With $700MM, a $16B-AUS Insti AM Adds a 5th ETF
The move comes after the firm's team launched their first three ETFs in August and a fourth earlier in October...
MutualFundWire.com -
Tuesday, November 5, 2024
|
23 Years In, a Biz Dev Chief Joins a $12B-AUM AM's Board, And ...
The executive has also been promoted to managing director at the employee-owned fund firm...
MutualFundWire.com -
Tuesday, November 5, 2024
|
In SoCal, a 40YO Boutique Enters the ETF Space
A publicly traded fund firm's team is helping one of their subsidiaries launch its first exchange traded fund...
MutualFundWire.com -
Friday, November 1, 2024
|
A Subadvised Fund Firm's Parent Cuts 2.5 Percent
The planned job cuts are reportedly expected to affect 225 jobs...
MutualFundWire.com -
Friday, November 1, 2024
|
Crossing $2B, an FL ETF Shop Tackles Investor Exposure to the Giant Stocks
A six-year-old boutique's folks are teaming up with a familiar ally to launch another index fund...
MutualFundWire.com -
Thursday, October 31, 2024
|
12 Fund Firms Win Big In Manhattan, And ...
A full list of award winners will reportedly be available soon...
MutualFundWire.com -
Thursday, October 31, 2024
|
As Inflows Sextuple to $262B, Fido Leads
The M* team updates U.S. flows data for September 2024 for money market mutual funds...
MutualFundWire.com -
Wednesday, October 30, 2024
-
Reader Rating: 3
|
T. Rowe and 19 Other Fund Firms Sparkle In the Big Apple
A mutual fund industry trade group honors a host of fund firms...
MutualFundWire.com -
Tuesday, October 29, 2024
-
Reader Rating: 5
|
With $790MM, PTAM Pulls Ahead
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 28, 2024
|
Week In Preview, October 28 - November 3
This week, the teams at Broadridge, ETFGI, IDC, Janus Henderson, MFDF, MMI, Nicsa, Prudential, Tiburon, and WE will host events...
MutualFundWire.com -
Monday, October 28, 2024
|
A $1.63T-AUM AM Enters the Thematic ETF Space
The folks at a publicly traded fund firm are rolling out their 17th active ETF...
MutualFundWire.com -
Friday, October 25, 2024
|
Baird Repeats, Netting $4.8B
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, October 24, 2024
|
For Its Wood Anniversary, a Core Equity ETF Crosses $1B
The folks at a $642-billion-AUM fund firm are celebrating a big milestone for one of their ETFs...
MutualFundWire.com -
Thursday, October 24, 2024
|
Vanguard Threepeats, With a 63-Percent Inflows Boost
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, October 22, 2024
|
A $1.3T-AUM AM and a $9.4B-AUM Boutique Celebrate a Tin Anniversary
The folks at an options-based team are highlighting a milestone birthday for one of their mutual funds...
MutualFundWire.com -
Tuesday, October 22, 2024
|
In FL, a 44YO Research Shop Floats Its 1st ETF, And ...
The folks at a Sunshine State firm are teaming up in the Midwest to enter the ETF business...
MutualFundWire.com -
Friday, October 18, 2024
|
Feds Attack 'AGiantSchnauzer' Over the Bitcoin ETF SEC Twitter Hack
FBI agents arrested a man who also goes by the handles "Ronin" and "@Easymunny."..
MutualFundWire.com -
Friday, October 18, 2024
|
Gold Plus Bitcoin? An NYC Shop Enters the ETF Biz, Stacking Up Allies
A Brooklyn startup's folks are teaming up to launch their first exchange-traded fund...
MutualFundWire.com -
Thursday, October 17, 2024
|
ETF Inflows More Than Double, Reaching $741B
An industry research team offers September 2024 data on one side of the asset management business...
MutualFundWire.com -
Thursday, October 17, 2024
|
18 ETF Launches In 10 Months
A startup fund firm near Gotham is rolling out a defense-focused fund...
MutualFundWire.com -
Monday, October 14, 2024
|
Gleich Shares INFO About a Quant Launch
A subadvised fund firm's team partners with a $32-billion-AUM quant shop...
MutualFundWire.com -
Friday, October 11, 2024
|
With Help From RBB, a $138B-AUM AM Nears ETF World
A Gotham fund firm's team is preparing to roll out their first ever ETFs...
MutualFundWire.com -
Thursday, October 10, 2024
|
A 104YO Boutique Goes Inside the ETF Space? COPY!
A New England boutique's team is preparing to launch their first ETF later this year...
MutualFundWire.com -
Wednesday, October 9, 2024
|
A $3.5B-AUM Systematic Fund Turns 10
The folks at a subadvised fund firm are celebrating a milestone for one of their offerings, which comes in five flavors...
MutualFundWire.com -
Wednesday, October 9, 2024
|
Ten of the Richest U.S. Fundsters In 2024
A business publication reveals its 43rd annual flagship list of wealthy Americans...
MutualFundWire.com -
Tuesday, October 8, 2024
|
16 Years In, an MA Fund Firm Joins the Rising ETF Tide
The folks at a faith-based SRI AM in Massachusetts are launching their first ETF...
MutualFundWire.com -
Monday, October 7, 2024
|
Week In Preview, October 7 - October 13
This week, the teams at Alger, BlackRock, BNY Mellon, Expect Miracles Foundation, ICI, J.P. Morgan, MFDF, WE, and WealthManagement.com will host events...
MutualFundWire.com -
Monday, October 7, 2024
|
Aware of TAXes, an 18YO Quant Plans an SMA-Seeded ETF, And ...
A SoCal boutique's team is partnering up to prep a trio of new, active funds...
MutualFundWire.com -
Friday, October 4, 2024
|
Q-ing Up 4, a Boutique Extends Its New Leveraged ETF Approach
Greg Bassuk and his team debut their first three quarterly reset leveraged ETFs, plus another monthly reset one...
MutualFundWire.com -
Thursday, October 3, 2024
-
Reader Rating: 5
|
Accused of Going Too Far With NDAs, a $155B-AUM AM Settles
Federal regulators find that the firm's treatmant of job candidates and an ex-employee violated whistleblower protections under Dodd-Frank...
MutualFundWire.com -
Thursday, October 3, 2024
|
A 93-Year-Old AM's Scion Takes Over, And ...
A familiar PM is joining the team powering one of the Midwestern asset manager's funds...
MutualFundWire.com -
Wednesday, October 2, 2024
|
A $35B-AUMS AM and a Midwestern Ally Ladder Up 4 ETFs
The two firm's teams are rolling out a new fund built out of several others...
MutualFundWire.com -
Tuesday, October 1, 2024
|
A $2.6B-AUM AM Settles, Accused of Failing Its Own Religious Standards
A national regulatory agency smites a Gem State firm, which has agreed to pay a $300,000 penalty...
MutualFundWire.com -
Tuesday, October 1, 2024
|
2 Gotham Shops Add 1 AI-Powered Fund, And ...
The folks at a four-year-old asset manager and a 16-year-old quant are rolling out one fund and prepping three more...
MutualFundWire.com -
Monday, September 30, 2024
|
With 3 Debuts, a $45B-AUM AM Targets Dividends, Global Growth, and Patents
A Keystone State fund firm's team recently launched three more index funds, as expected...
MutualFundWire.com -
Friday, September 27, 2024
|
Passive Flows Are Still Up 4X, Despite a $46B Drop
The M* team updates U.S. flows data for August 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, September 26, 2024
|
Vanguard Wins, Despite a $3B Drop
The M* team updates U.S. flows data for August 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, September 25, 2024
|
$54B In 5 Years
A SoCal boutique's team celebrates a big milestone...
MutualFundWire.com -
Tuesday, September 24, 2024
-
Reader Rating: 5
|
An AI-Focused Startup's First ETF Lives. More Are Coming ...
The boutique's team is preparing to roll out several more ETFs...
MutualFundWire.com -
Monday, September 23, 2024
|
With a New Chief, a $79B-AUM AM Is "Still Very Much Open Arch"
A multi-boutique asset manager's new CEO talks about what he's looking for in boutiques for adoptions, distribution partnerships, or acquisitions...
MutualFundWire.com -
Thursday, September 19, 2024
|
2 Years In, Gamco Transforms a $22MM-AUM ETF
The actively managed fund is switching away from a translucent structure to a traditional one involving daily disclosures of holdings...
MutualFundWire.com -
Thursday, September 19, 2024
|
A Texas Boutique Enters the ETF Space With a Dual FI Launch
The new fund firm is an affiliate of a 20-year-old energy trading and investment firm...
MutualFundWire.com -
Wednesday, September 18, 2024
|
U.S. ETP Inflows Fall By $73B
An industry research team offers August 2024 data on one side of the asset management business...
MutualFundWire.com -
Wednesday, September 18, 2024
|
A 13-Year-Old Boutique Launches Anti-ESG and Self-Defense ETFs, And ...
Near Gotham, an ETF entrepreneur is rolling out two more ETFs and prepping a third...
MutualFundWire.com -
Tuesday, September 17, 2024
|
Week In Preview, September 16 - September 22
This week, the teams at First Eagle, ICI, IDC, IMEA, MFDF, MMI, Nicsa, and WE are hosting events...
MutualFundWire.com -
Monday, September 16, 2024
|
A $148MM-AUM Liquid Alt Fund Turns 20
The subadvised mutual fund comes in two flavors and is powered by a charity-owned subadvisor...
MutualFundWire.com -
Friday, September 13, 2024
|
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
|