The New Fund Fuss - October 20, 2016
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Thursday, October 20, 2016

The New Fund Fuss - October 20, 2016

Company: Ivy Investment Management Company

New Funds: The Ivy Energy NextShares, the Ivy Focused Growth NextShares, the Ivy Focused Value NextShares

Ivy is launching its first three Ivy NextShares as part of a planned lineup of NextShares exchange-traded managed funds.


Ronald O'Hanley
State Street Global Advisors
President and Chief Executive Officer
Companies: State Street Global Advisors, Gemini

New Fund: The Winklevoss Bitcoin Trust

The Winklevoss Brothers are hoping to launch this fund, along with the help of State Street, based on the virtual currency bitcoin.


Company: Elkhorn Investments, LLC, Soltis Investment Advisors

New Fund: The Elkhorn Lunt Low Vol/High Beta Tactical ETF

Elkhorn Investments and Soltis Investment Advisors are launching this "next generation, low-volatility rotation ETF." The fund tracks the Lunt Capital U.S. Large Cap Equity Rotation Index.


Companies: RBC Correspondent Services, State Street Global Advisors, Vanguard, iShares, American Funds

New Portfolios: Five ETF portfolios from each company

SSGA will offer RBC Correspondent Services clients access to a new suite of five cost-effective and technology-enabled ETF models. Vanguard, American Funds and iShares will also offer five ETF portfolios each. These portfolios give more opens to those who maintain smaller retirement accounts.


Companies: CBOE Holdings, Vest Financial

New Fund: The CBOE Vest Defined Distribution Strategy Fund

CBOE Holdings and Vest Financial are launching this fund "to generate consistent monthly distributions of 5.25% annualized over the one-month treasury yield without correlation to bond or equity markets."


To learn more about recent fund launches, check our most recent New Fund Fuss here. For information about SEC filings or new hires, check out our latest Filings For Fundsters and People on the Move columns, respectively. If you have a fund filing that you would like to point out, a mutual fund launch, product change or new hire that you would like to announce, please contact the MFWire team at

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