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Week 41: 10/6/2025- 10/10/2025- Dimensional Fund Advisors registers an ETF class for thirteen mutual funds, including the DFA US Core Equity fund ($37.7B), as permitted by an exemptive order from the SEC
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Kimball Brooker Jr. will transition to the role of Senior Research Advisor and will no longer serve as a co-portfolio manager of four First Eagle funds, including the First Eagle Global fund ($68.2B)
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Fidelity registers the Fidelity AAA CLO ETF and the Fidelity CLO ETF
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American Century plans to reopen the American Century Small Cap Value fund ($4.3B) to new investors on December 9, 2025 (previously closed to new investors since August 18, 2021)
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O’Connor Alternative Investments will replace UBS Asset Management (Americas) as advisor of the CreditSuisse Commodity Return Strategy fund ($1.2B), effective first quarter of 2026
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First Trust files the FT Vest Total Return Income Series B4 fund, a tender offer fund which will pursue a hedged equity investment strategy and will target a 15% annual net income
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VanEck registers eight actively-managed TruSector ETFs, which will each invest in equity securities of specified sectors
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Delaware registers the Macquarie Focused Mid Cap Growth ETF, and the thematic Macquarie Transformational Technologies ETF which will invest in thirty to fifty companies identified to derive competitive advantage from technological developments
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