News Stories Archives - Since 1998
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A $7B-AUM Boutiques Celebrates a 3rd and 10th Anniversary
A transformed mutual fund reached a key milestone last month and now has $150.2 million in AUM...
MutualFundWire.com -
Wednesday, February 5, 2025
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Money Fund Flows Slow By $294B, But ...
The M* team updates U.S.s flows data for December 2024 for money market mutual funds...
MutualFundWire.com -
Friday, January 31, 2025
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Netting $44B, BlackRock Threepeats
The M* team updates U.S. flows data for December 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, January 31, 2025
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For 8 Months and Counting, JPMAM Leads
The M* team updates U.S. flows data for December 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, January 30, 2025
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Column Wins 2024 With $4.219B
The M* team updates U.S. flows data for December 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, January 29, 2025
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With $20.4B, Baird Pulls Ahead
The M* team updates U.S. flows data for December 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, January 28, 2025
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Industry Flows Jump 9X to $723B
The M* team updates U.S. flows data for December 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, January 27, 2025
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Two Dodge Vets Prepare to Take the Reins In 2026, And ...
Dana Emery is expected to retire at the end of 2025, handing over to two of her senior leaders at the San Fran fund firm...
MutualFundWire.com -
Thursday, January 9, 2025
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Money Fund Flows Rebound By $53B, But ...
The M* team updates U.S. flows data for November 2024 for money market mutual funds...
MutualFundWire.com -
Friday, December 27, 2024
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BlackRock Repeats As Passive Inflows Rise By $36B
The M* team updates U.S. flows data for November 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, December 26, 2024
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With $465MM, a Gotham ETF Newcomer Wins
The M* team updates U.S. flows data for November 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, December 23, 2024
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TCM's Inflows Quadruple to $1.4B
The M* team updates U.S. flows data for November 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, December 20, 2024
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The Fund Giants Had a $110B November
The M* team updates U.S. flows data for November 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, December 19, 2024
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With Vident and SEI, a $170B-AUM AM Enters the ETF Space
A Mid-Atlantic asset manager's team has rolled out their first exchange-traded fund by transforming some SMAs...
MutualFundWire.com -
Monday, December 2, 2024
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Goldman Pulls Ahead With $21B, But Industry Inflows Slow
The M* team updates U.S. flows data for October 2024 for money market mutual funds...
MutualFundWire.com -
Friday, November 29, 2024
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Passive Funds Add $93B As Active Outflows Double
The M* team updates U.S. flows data for October 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, November 27, 2024
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Small Firms' Net Flows Fall $1.5B From September, But ...
The M* team updates U.S. flows data for October 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, November 26, 2024
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With $2.6B, Baird Keeps the Lead
The M* team updates U.S. flows data for October 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, November 26, 2024
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Inflows Jump to $82B, Despite an AUM Slip
The M* team updates U.S. flows data for October 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, November 25, 2024
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A 31YO AM Launches a Mutual Fund As Seed Capital
The $4.3-billion-AUM, Lone Star State fund firm's team plans to soft-close the new fund once it reaches $150 million in assets...
MutualFundWire.com -
Monday, November 11, 2024
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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
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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
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JPMAM Fivepeats As Active Flows Improve By $18B, And ...
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, October 29, 2024
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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
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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
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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
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MFs and ETFs Surpass $30T and 43K Funds
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 21, 2024
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Week In Preview, October 21 - October 27
This week, the teams at AB, Ameriprise, Expect Miracles, Federated Hermes, IDC, IMEA, Informa, Invesco, M*, Northern Trust, Principal, Virtus, and WE will host events...
MutualFundWire.com -
Monday, October 21, 2024
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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
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Fido and BlackRock Lead an $83B Rebound
The M* team updates U.S. flows data for August 2024 for money market mutual funds...
MutualFundWire.com -
Friday, September 27, 2024
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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
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PTAM Leads With $218MM
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
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Causeway Cruises to the Front With $1.2B
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
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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
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Titans' Inflows Shrink By $25B In August
The M* team updates U.S. flows data for August 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, September 24, 2024
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With More Focus, a $6MM Asia Fund Transforms
A Gotham fund firm's team is revamping a three-year-old mutual fund under a familiar duo...
MutualFundWire.com -
Tuesday, September 3, 2024
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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
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Passive Inflows Jump By $33B, & Active Outflows Fall
The M* team updates U.S. flows data for July 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, August 28, 2024
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With $475MM, Alpha Architect Pulls Ahead Again
The M* team updates U.S. flows data for July 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, August 28, 2024
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Baird Regains the Lead With $1.4B
The M* team updates U.S. flows data for July 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, August 27, 2024
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SSGA Pulls Ahead With $18B
The M* team updates U.S. flows data for July 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, August 27, 2024
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Netting $33.619B, BlackRock Threepeats
The M* team updates U.S. flows data for July 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, August 26, 2024
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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
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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
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At Least 6 Fund Firms Are Among 2024's Best Midsize Companies
A data specialist and a news magazine team up to recognize 500 American companies...
MutualFundWire.com -
Tuesday, August 13, 2024
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Goldman Pulls Ahead With $25B
The M* team updates U.S. flows data for June 2024 for money market mutual funds...
MutualFundWire.com -
Monday, July 29, 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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BlackRock Won Two-Thirds of Passive Inflows Last Month
The M* team updates U.S. flows data for June 2024 for ETFs and long-term, open-end mutual funds...
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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Alpha Architect Takes the Lead With $1.4B
The M* team updates U.S. flows data for June 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, July 22, 2024
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Week In Preview, July 22 - July 28
This week, the teams at Artisan, Citywire, Federated Hermes, Franklin Templeton, Hartford, IDC, Invesco, M*, MFDF, Nicsa, Raymond James, and Virtus will host events...
MutualFundWire.com -
Monday, July 22, 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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BlackRock Wins Q2 With $62B
The M* team updates U.S. flows data for June 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, July 17, 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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Money Funds Make a $74B Turnaround
The M* team updates U.S. flows data for May 2024 for money market funds...
MutualFundWire.com -
Friday, June 28, 2024
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Active Outflows Fall By $10B
The M* team updates U.S. flows data for May 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, June 27, 2024
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Netting $490MM, Alpha Architect Repeats
The M* team updates U.S. flows data for May 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, June 27, 2024
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Midsize Flows Rebound By $2.197B, With Baird Threepeating
The M* team updates U.S. flows data for May 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, June 26, 2024
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Vanguard Wins Again Amid a $34B Reversal
The M* team updates U.S. flows data for May 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, June 26, 2024
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BlackRock Leads a $30B Inflows Spike
The M* team updates U.S. flows data for May 2024 for ETFs and long-term, open-end mutual funds...
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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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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Lutton Returns to Lead These Fundster Watchers
A publicly traded investment research giant's manager research chief is handing things over to a familiar, 25-year company veteran...
MutualFundWire.com -
Wednesday, June 5, 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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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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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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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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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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Week In Preview, May 13 - May 19
This week, the teams at ALFI, ASECA, Envestnet, Expect Miracles Foundation, ICI, IMEA, Informa, MFDF, SEC, and WE will host events...
MutualFundWire.com -
Monday, May 13, 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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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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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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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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Despite a $12B Drop, Active Inflows Continue
The M* team updates U.S. flows data for March 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, April 24, 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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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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A $65B-AUM AM's Team Winds Down a 6-Year-Old ETF
The passively managed bond fund is expected to liquidate in a month...
MutualFundWire.com -
Thursday, April 4, 2024
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A $92.5B-AUM Firm Adds 2 to a 6-Fund Suite
The team at a Gotham fund firm is expanding a 12-year-old suite that now accounts for about 17 percent of the firm's total AUM...
MutualFundWire.com -
Tuesday, April 2, 2024
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Schwab Pulls Ahead With $10.4B
The M* team updates U.S. flows data for February 2024 for money market mutual funds...
MutualFundWire.com -
Wednesday, March 27, 2024
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Active Inflows Return After a 28-Month Gap
The M* team updates U.S. flows data for February for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 26, 2024
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21Shares Wins the February Per Fund Race
The M* team updates U.S. flows data for February 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, March 21, 2024
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A Crypto-Focused Firm Leads With $949MM
The M* team updates U.S. flows data for February 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, March 21, 2024
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Grayscale's Outflows Shrink By $3B
The M* team updates U.S. flows data for February 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, March 20, 2024
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Vanguard Stays In Front, Despite an $8B Drop
The M* team updates U.S. flows data for February 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, March 20, 2024
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Fido's Inflows Rise By $15B
The M* team updates U.S. flows data for February 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 19, 2024
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Five of 2024's Most Sustainable Fund Firms
Only the 1,000 largest publicly traded companies qualified for consideration on the list, which is powered by a mutual fund firm's ESG arm...
MutualFundWire.com -
Tuesday, March 12, 2024
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After 22 Years, an SVP Leaves M*, And ...
The departing executive is joining a Chi-Town ally to RIAs...
MutualFundWire.com -
Tuesday, March 5, 2024
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Week In Preview, March 4 - March 10
This week, the teams at IMEA, MFDF, MMI, and WE will host events...
MutualFundWire.com -
Monday, March 4, 2024
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Fidelity Repeats As These Inflows Rise By $44B
The M* team updates U.S. flows data for January 2024 for money market mutual funds...
MutualFundWire.com -
Wednesday, February 28, 2024
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Active Outflows Shrink By 96 Percent, And ...
The M* team updates U.S. flows data for January 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, February 27, 2024
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With $840MM Per Fund, a New Fam Leads
The M* team updates U.S. flows data for January 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, February 27, 2024
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An Insurer's New Funds Win With $3.4B
The M* team updates U.S. flows data for January 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, February 26, 2024
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Netting $2.33B, Dodge & Cox Leads
The M* team updates U.S. flows data for January 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, February 23, 2024
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