On January 13, the iShares Core S&P Small-Cap ETF will undergo a 2:1 share split.
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Fees
On January 1, 2017, the AMG River Road Select Value Fundand the AMG River Road Long-Short Fund will update its management fee and contractual operating expense limit.
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Portfolio Managers
Channing Smith Capital Advisors Managing Director and Former Portfolio Manager
As of December 14, Barings LLCno longer serves as subadvisor to the PACE Intermediate Fixed Income Investments. On January 1, John Goetz will no longer serve as a PM to the PACE Large Co Value Equity Investments. John Flynn will replace Goetz.
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Rebranding
The First Trust NASDAQ Rising Dividend Achievers ETFis renamed the First Trust Rising Dividend Achievers ETF. The First Trust ISE Cloud Computing Index Fund is renamed the First Trust Cloud Computing ETF. The First Trust ISE Global Engineering and Construction Index Fund is renamed the First Trust Global Engineering and Construction ETF. The First Trust ISE Global Wind Energy Index Fund is renamed the First Trust Global Wind Energy ETF. The First Trust ISE Chindia Index Fund is renamed the First Trust Chindia ETF. The First Trust ISE-Revere Natural Gas Index Fund is renamed the First Trust Natural Gas ETF. The First Trust ISE Water Index Fund is renamed the First Trust Water ETF. The First Trust US IPO Index Fund is renamed the First Trust US Equity Opportunities ETF.
As of December 5, the The North American Equity Fund is renamed the U.S. Equity Growth Fund. The fund has also updated its management, redemption and purchase fees.
As of December 6, the Vivaldi Orinda Macro Opportunities Fund has reorganize into the Vivaldi Multi-Strategy Fund. Vivaldi Asset Management, LLC is the investment advisor the new fund. RiverNorth Capital Management, LLC is a sub-advisor to the fund.
As of December 7, the TDAM Institutional U.S. Government Fund is renamed the TD Institutional U.S. Government Fund. The TDAM Institutional Treasury Obligations Money Market Fund is renamed the TD Institutional Treasury Obligations Money Market Fund.
On January 1, the T. Rowe Price International Growth & Income Fund will undergo a name change and become the T. Rowe Price International Value Equity Fund. The fund will also update its principal investment strategies.
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Management
Voya Investment Management Co. LLCis a new investment manager to the Laudus Small-Cap MarketMasters Fund, a member of the Schwab Capital Trust. Mellon Capital Management Corp, Boston Company Asset Management, LLC and Wellington Management Company LLP are also investment managers of the fund.
Arrow Investment Advisors, LLC is launching the Arrow Alternative Solutions Fund, the Arrow DWA Balanced Fund, the Arrow DWA Tactical Fund, the Arrow Managed Futures Strategy Fund and the Arrow Commodity Strategy Fund.
Amplify Investments LLC is launching the Amplify YieldShares CWP Dividend & Option Income ETF.
Nuveen Fund Advisors, LLC is launching the NuShares ESG Large-Cap Growth ETF, the NuShares ESG Large-Cap Value ETF, the NuShares ESG Mid-Cap Growth ETF, the NuShares ESG Mid-Cap Value ETF and the NuShares ESG Small-Cap ETF.
AQR Capital Management, LLC is launching the AQR Large Cap Relaxed Constraint Equity Fund, the AQR Small Cap Relaxed Constraint Equity Fund, the AQR International Relaxed Constraint Equity Fund and the AQR Emerging Relaxed Constraint Equity Fund.
Pacer Advisors, Inc is launching the Pacer US Cash Cows 100 ETF, the Pacer Developed Markets International Cash Cows 100 ETF and the Pacer Emerging Markets Cash Cows 100 ETF.
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Check our last Filings For Fundsters column (previously called Stork and Reaper) for more SEC filing updates. For the latest new hires and fund launches, explore our Follow The Fundsters, The Next Gig, and New Fund Fuss columns. If you have a fund filing, a mutual fund launch, a product change or a new hire that you would like to announce, please contact the MFWire team at editors@investmentwires.com.
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