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Fund Changes - Aug-25
 Fund Changes
 Weeklies History:

Fund Changes Weekly


Week 33: 8/11/2025- 8/15/2025


Week 32: 8/4/2025- 8/8/2025
  • Goldman Sachs registers the Stablecoin Reserves fund, a government money market fund which will invest in certain eligible reserve assets in which payment stablecoin issuers are permitted to maintain
  • Global X Management Company files the Global X US Natural Gas ETF
  • Citibank will replace State Street Bank and Trust as administrator and custodian and succeed JPMorgan Chase Bank as transfer agent to twelve BlackRock iShares ETFs, including the iShares MSCI All Country Asia ex Japan ETF ($2.8B) and iShares Latin America 40 ETF ($1.6B)
  • AllianceBernstein has approved a reverse share split for the Class C shares of eight funds, including the AB Large Cap Growth fund ($27.5B), expected to occur on or about October 17, 2025
  • Tidal Investments registers ten actively-managed ETFs, including the sub-advised FINQ DOLLAR NEUTRAL US Large Cap AI-Managed Equity ETF and FINQ First US Large Cap AI-Managed Equity ETF which will both utilize a proprietary AI framework that continuously ranks all 500 stocks comprising the S&P 500 index from most relatively attractive to least relatively attractive
  • Adrian H. Chan and Jacqueline Kenney will replace Chandra Seethamraju on the team managing three Franklin Templeton funds, including the Franklin US Core Equity (IU) fund ($1B), effective September 30, 2025
  • Ultra Capital Management registers the thematic closed-end Ultra AI Opportunities Inc. fund which will invest in companies involved in the design, development, production, manufacturing, implementation, and commercialization of AI
  • CAZ Investments Registered Adviser files the CAZ GP Stakes fund, an interval fund which will invest in GP Stake Investments across private equity, private credit, real estate, and real assets
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