Weekly ETF Industry News Recap | January 12-16, 2026

ETF Weekly Update (January 12-16, 2026): New launches, fund moves, and filings shape a dynamic week across U.S., Europe, and Canada.

United States ETF Industry News

Fund Launches - Equities

Harbor Launches Active Small-Cap Growth ETF (SGRW) with Granahan

Harbor Capital has launched the Harbor Active Small Cap Growth ETF (SGRW), targeting high-quality U.S. small-cap growth stocks. Subadvised by Granahan Investment Management, the fund focuses on underfollowed, fast-growing firms with strong fundamentals. SGRW offers active exposure to a segment seen as primed for a multi-year rebound.

Roundhill Launches CABZ ETF Targeting Robotaxi and AV Leaders

Roundhill has launched the Roundhill Robotaxi, Autonomous Vehicles & Technology ETF (CABZ), offering active exposure to global firms driving self-driving and robotaxi innovation. Top holdings include Tesla, Waymo (Alphabet), Baidu, WeRide, and key LiDAR suppliers. CABZ trades on Cboe BZX and focuses on next-gen mobility growth.

Pacer Launches R&D and High Dividend Quality FCF ETFs

Pacer ETFs unveiled the Pacer S&P 500 Quality FCF R&D Leaders ETF (QFRD) and the Pacer S&P 500 Quality FCF High Dividend ETF (QFHD). These funds offer targeted exposure to innovation-driven companies and high dividend payers, both with strong free cash flow profiles, expanding Pacer’s Quality FCF suite.

Nomura Launches Tech Innovation ETF (FRWD)

Nomura Asset Management introduced the Nomura Transformational Technologies ETF (FRWD), targeting global tech-driven growth companies poised to benefit from disruptive innovation.

Corgi Funds Debuts 2x Daily ETF Focused on Founder-Led Companies (FDRX)

The Founder-Led 2x Daily ETF (FDRX) aims to deliver 2x the daily return of the Founder-Led Index, which tracks U.S. public companies led by their founders. The fund uses swaps and futures to gain exposure and maintains cash equivalents for collateral. FDRX offers leveraged, single-day exposure to a unique leadership-driven strategy.

Tradr Launches 4 New Single-Stock 2X Leveraged ETFs on Cboe

Tradr ETFs debuted four new funds delivering 2x daily exposure to CRML, ONDS, PATH, and USAR. These ETFs target high-conviction themes like drone tech, rare earths, and AI automation. The launch marks Tradr’s first of 2026, expanding its leveraged lineup to 58 ETFs with over $2B AUM.

Leverage Shares Adds 2X ETFs for Xpeng and O’Reilly Automotive

Leverage Shares by Themes has launched two new 2x leveraged ETFs: XPEG (Xpeng Inc.) and ORLG (O’Reilly Automotive), offering daily 200% exposure. The ETFs, listed January 15, 2026, expand the firm’s suite to 73 leveraged single-stock products, each with a low 0.75% management fee.

Leverage Shares Launches Six New 2X Single-Stock ETFs

Leverage Shares by Themes launched six ETFs offering 2x daily exposure to USA Rare Earth (USGG), Ondas Holdings (ONDG), Plug Power (PLUL), Albemarle (ALBG), Hut 8 (HUTG), and Energy Fuels (UUUG).

Defiance Adds LUNR and RKT 2X Leveraged ETFs to Lineup

Defiance ETFs launched two new single-stock leveraged funds: LUNL (2x LUNR) and RKTL (2x RKT). These ETFs offer traders amplified daily exposure to Intuitive Machines and Rocket Companies, targeting short-term bullish views on high-volatility, growth-oriented stocks.

REX and Tuttle Launch 2X Leveraged ETF for EOS Energy (EOSU)

REX Shares and Tuttle Capital Management have launched the T-REX 2X Long EOSE Daily Target ETF (CBOE: EOSU), offering 2x daily long exposure to EOS Energy Enterprises. EOSU provides traders with leveraged access to a key energy storage company amid the accelerating energy transition.

Fund Launches - Fixed Income

BNY Mellon Converts Five Mutual Funds into Actively Managed ETFs

BNY Mellon has converted five of its mutual funds into actively managed ETFs, offering greater liquidity and tax efficiency. The BNY Mellon Municipal Short Duration ETF (BKMS) targets short-duration municipal bonds for tax-exempt income and capital preservation. The BNY Mellon Municipal Intermediate ETF (BKMI) invests in a mix of investment-grade and high-yield municipal bonds for income and moderate risk. The BNY Mellon Municipal Opportunities ETF (BMOP) provides broader exposure to municipal bonds with a flexible approach across credit qualities. The BNY Mellon Core Plus ETF (BCPL) focuses on a diversified mix of investment-grade and some high-yield taxable bonds for higher total return. The BNY Mellon Active Core Bond ETF (BKFI) seeks total return through a core bond strategy with a duration between three and eight years.

Nomura Launches Tax-Free Income ETF

Nomura Asset Management introduced the Nomura Tax-Free USA ETF (LTAX), focused on U.S. municipal bonds with federally tax-exempt income.

Fund Launches - Cryptocurrencies

Bitwise Launches Chainlink ETF (CLNK) on NYSE Arca

Bitwise has debuted the Bitwise Chainlink ETF (NYSE: CLNK), offering spot exposure to Chainlink, the leading blockchain oracle network. With a 0% fee for the first three months, CLNK provides investors regulated access to a key infrastructure layer powering smart contracts and blockchain data integration.

First Trust Launches BFJA, Bitcoin ETF with Defined Floor and Cap Strategy

First Trust has introduced the FT Vest Bitcoin Strategy Floor15 ETF (BFJA), offering capped bitcoin-linked gains and limited downside. The fund targets a 27.16% cap and 15.9% floor over each annual outcome period using bitcoin options and U.S. Treasuries. It does not invest directly in bitcoin.

Fund Launches - Other

PIMCO Launches SPLS ETF Combining Equities and Active Bonds

PIMCO has launched the U.S. Stocks PLUS Active Bond ETF (SPLS), blending passive large-cap equity exposure with its active fixed income strategies. Aiming to outperform the S&P 500, SPLS is now trading on the CBOE and leverages PIMCO’s 40 years of experience in the StocksPLUS strategy.

Fund Closures

Harbor to Liquidate AlphaEdge Next Gen REITs ETF

Harbor will liquidate its AlphaEdge Next Generation REITs ETF on or about February 26, 2026. Trading halts February 20, and the fund will shift to cash holdings before closure. Final payouts may trigger capital gains. Shareholders can sell on NYSE Arca until February 19, 2026.

Defiance to Liquidate Trillion Dollar Club ETF (TRIL)

Defiance’s Trillion Dollar Club Index ETF (TRIL), which tracked mega-cap firms, will close by January 30, 2026. Trading ends January 26. The fund will liquidate assets, shift to cash, and distribute proceeds to shareholders—potentially triggering capital gains taxes.

Defiance to Shut Down 2X Short LLY ETF (LLYZ)

Defiance’s Daily Target 2X Short LLY ETF (LLYZ), offering 2x daily short exposure to Eli Lilly, will liquidate by January 30, 2026. Trading ends January 26. The fund will exit its strategy, move to cash, and distribute proceeds to shareholders, triggering potential tax events.

Defiance to Liquidate Leveraged Ethereum ETF (ETHI)

Defiance’s Leveraged Long + Income Ethereum ETF (ETHI) will close and liquidate by January 30, 2026. Trading ends January 26, after which shares may be hard to sell. The fund will shift to cash holdings and cease pursuing its strategy. Final cash payouts will be taxable events for shareholders.

Defiance to Close Five Leveraged Long + Income ETFs

Defiance ETFs will liquidate five leveraged single-stock funds (AMDU, HIMY, HOOI, PLT, SMCC) by January 30, 2026. Trading halts January 26, with final cash distributions made on or about the Liquidation Date. The closures follow a Board decision citing shareholder best interests.

ETF Filings

John Hancock Files Active ETF with Options-Based Hedging Strategy

The John Hancock Hedged Equity ETF (JHDG) will be an actively managed ETF focused on U.S. large-cap stocks, paired with a dynamic options overlay. The fund uses index put spreads, covered calls, and index calls to manage downside risk and capture upside. It aims for a high-conviction portfolio selected via bottom-up analysis with a “margin of safety” approach.

Global X Files for Space Tech ETF Tracking Commercial Space Economy

The Global X Space Tech ETF will track Global X Space Tech Index and target companies that derive at least 50% of revenue from areas like reusable rockets, satellite services, and space tourism. The index uses a modified market-cap weighting, with quarterly rebalancing and a 10% cap on diversified aerospace firms.

Sprott Files for Rare Earths ETF Excluding China Exposure

The Sprott Rare Earths Ex-China ETF (REXC) will track the Nasdaq Sprott Rare Earths Ex-China Index, focusing on companies deriving at least 50% of revenue or assets from rare earth minerals. The fund excludes China exposure, applies free float market cap weighting, and invests globally with a concentration in U.S., Canadian, and Australian firms.

Aptus Files for Laddered Buffer ETF Targeting U.S. Large-Cap Exposure

The Aptus Laddered Buffer ETF (ABUF) will offer U.S. large-cap equity exposure via a laddered portfolio of Aptus-managed buffer ETFs. The fund aims to limit downside risk through diversified entry points across four underlying ETFs tied to SPY, each with a 15% downside buffer and capped upside over rolling 12-month periods.

DoubleLine Files for Low-Duration Structured Credit Income ETF

The DoubleLine Ultrashort Income ETF will be an actively managed ETF focused on investment-grade, low-duration fixed income. The fund will invest in a wide range of securitized debt, including CLOs, MBS, and ABS, with a target average duration of one year or less, aiming to deliver income while managing interest rate risk.

Corgi Files for 2x Leveraged ETF Focused on YC Alumni Companies

The YC Alumni 2x Daily ETF will be a 2x leveraged ETF providing daily reset exposure to Y Combinator alumni companies. The fund aims to replicate or sample holdings of an underlying ETF, using swaps and direct investments. At least 80% of assets will target YC-linked equities or instruments tied to founder-led firms.

Corgi Funds Files ETF Targeting Y Combinator Alumni Companies

The YC Alumni ETF (XYC) will invest in public companies founded by Y Combinator alumni. At least 80% of assets will go to YC Alumni Companies, with a focus on U.S. listings. The actively managed fund uses bottom-up stock selection and may invest in IPOs and non-YC firms tied to the YC ecosystem.

CresAlta Plans SMID-Cap Value ETF with Active Stock Selection

The CresAlta Small and Mid-Cap ETF will be an actively managed ETF investing in 40–60 U.S. small- and mid-cap stocks ($500M–$15B market cap). The fund targets undervalued, financially strong firms with improving fundamentals and limited analyst coverage, using forensic accounting and business cycle insights to guide portfolio shifts.

CresAlta Files for Global Dividend-Focused Active ETF

The CresAlta Global Dividend ETF will be an actively managed ETF targeting 35–50 dividend-paying stocks globally. The fund uses proprietary screens and a macro overlay to rotate among dividend value, growth, and payer categories, with a focus on dividend growth. At least 40% of assets will be invested in non-U.S. companies.

Roundhill Plans ETF Focused on Semiconductor Memory Companies

The Roundhill Memory ETF (DRAM) is an actively managed fund targeting companies with at least 50% of revenue from memory tech like DRAM, NAND flash, SSDs, or HBM. The fund may use derivatives for exposure and will rebalance quarterly. It will concentrate in the info tech sector and invest globally across all market caps.

Pzena Files for U.S. Large-Cap Value Equity ETF

The Pzena U.S. Large Cap Value ETF will target large-cap value stocks, defined by low valuations and solid long-term prospects. The ETF will hold 30–80 U.S. and select foreign stocks, using deep fundamental research and a classic value approach, with ESG integration and a strong focus on financials.

Pzena Files for International Value-Focused ETF

The Pzena International Value ETF will aim to invest at least 80% of assets in non-U.S. value stocks. The actively managed fund will follow a classic deep value approach, targeting undervalued companies globally, including emerging and frontier markets, with a concentrated portfolio of 50–100 stocks.

REX Shares Files for 18 New 2X Leveraged Single-Stock ETFs

REX Shares has filed for 18 new T-REX 2X Long Daily Target ETFs, each offering 2x daily leveraged exposure to individual stocks ALMU, AMPX, AXTI, BHP, DISCORD (Pending IPO), ERO, FER, HBM, HOUS, NU, RCT, RIO, SATS, SCCO, SIL, TE, TECK, ZETA. These ETFs aim to amplify daily price moves of targeted equities, catering to active traders seeking short-term tactical exposure.

Mast Investments Files Commodity-Focused ETF with Cayman Subsidiary

The Mast HedgeIndex Strategic Commodities ETF will offer commodity exposure via futures, swaps, and other derivatives—primarily through a Cayman-based subsidiary. The fund may also invest in fixed income and money market instruments, use leverage and short positions, and employ HedgeIndex’s quantitative models to guide strategy.

Mast Investments Files Adaptive Macro Equity Strategy ETF

The Mast HedgeIndex Adaptive Equities ETF will use a dynamic long/short equity strategy driven by macro trends and proprietary models. The fund targets 80%+ in global equities, with up to 135% long and 60% short exposure. It uses leverage, derivatives, and aims to exploit macro inefficiencies across market regimes.

Mast Investments Files Macro Trends & Crypto-Linked ETF

The Mast HedgeIndex Managed Futures Strategy ETF will target macro trading trends across asset classes via long/short positions and derivatives. The fund may gain up to 10% crypto exposure through a Cayman subsidiary, and uses leverage and HedgeIndex’s models to guide strategy. It aims for diversified, global, trend-based returns.

Mast Investments Plans Arbitrage Strategy ETF

The Mast HedgeIndex Corporate Arbitrage ETF will employ hedge fund-style arbitrage strategies like merger and volatility arbitrage. The fund aims for low volatility and low correlation to equity markets, using equities, derivatives, and short selling. It may also hold cash or money market instruments during turbulent markets.

ProShares Files for Standard and 2x Leveraged Futures ETFs on ADA, LINK & XLM

ProShares has filed for ETFs offering both standard and 2x leveraged daily exposure to Bloomberg indexes tracking Cardano (ADA), Chainlink (LINK), and Stellar (XLM). The funds won’t hold the tokens directly, instead using futures, swaps, and Cayman subsidiaries, with daily rebalancing for leveraged versions.

Volatility Shares Files for Standard and Leveraged Futures ETFs on ADA, LINK & XLM

Volatility Shares has filed for ETFs offering standard, 2x, and 3x daily leveraged exposure to Cardano (ADA), Chainlink (LINK), and Stellar (XLM). The funds won’t hold tokens directly, instead using futures, swaps, and crypto-linked ETPs via a Cayman subsidiary with high-quality collateral.

Guggenheim Files for Investment Grade CLO-Focused ETF

The Guggenheim Investment Grade CLO ETF (GCLO) will invest at least 80% of assets in investment grade CLOs. The fund may also allocate up to 10% in below-investment-grade CLOs and 5% in CLO equity. It aims to generate income through structured credit, using both top-down and bottom-up strategies.

Guggenheim Files for Enhanced Equity Income ETF with Options Overlay

The Guggenheim Enhanced Equity Income ETF (GEEQ) will target high dividend and free cash flow yield U.S. large-cap stocks. It aims to enhance income using a call-writing strategy on equity indices or ETFs. The active fund seeks lower volatility than the S&P 500 and offers monthly distributions.

Guggenheim Files for Short Duration, Actively Managed Bond ETF

The Guggenheim Short Duration Income ETF (GISD) will invest in a broad mix of investment-grade debt with a portfolio duration under one year. The actively managed fund may use derivatives, MBS, CLOs, and foreign debt to enhance yield, but is not a money market fund. Up to 5% may be in high-yield bonds.

Guggenheim Files for Securitized Credit-Focused ETF

The Guggenheim Securitized Income ETF (GISC) will target at least 80% of assets in securitized credit, including MBS, CLOs, ABS, and CDOs. It may also use derivatives, leverage, and global investments to enhance returns. The active fund aims to capture complexity and value in structured credit markets.

Guggenheim Plans Ultra Short Investment-Grade Bond ETF

The Guggenheim Ultra Short Income ETF (GSCH) will focus on investment-grade debt with a portfolio duration under one year. It will invest across U.S. and international bonds, MBS, CLOs, and derivatives, aiming for yield with low volatility. The fund is actively managed and non-diversified, but not a money market fund.

Guggenheim Files for Actively Managed Core Plus Fixed Income ETF

The Guggenheim Core Plus Bond ETF (GICP) will use a core plus strategy focused on investment-grade debt, with flexibility to invest in high-yield bonds, CLOs, MBS, derivatives, and foreign securities. The fund aims for diversified, actively managed fixed-income exposure, including options strategies to enhance income and tactical sector allocation.

WisdomTree Plans ETF Targeting Physical AI Megatrend

The WisdomTree Physical AI Fund will track the WisdomTree Physical AI Index, providing exposure to companies involved in Physical AI—technologies bringing AI into the real world, including robotics, autonomous vehicles, and smart manufacturing. The index selects global firms by relevance and theme, with expected exposure to tech, industrials, and consumer sectors.

WisdomTree Files for ETF Focused on Global Energy Megatrends

The WisdomTree Energy Megatrends Fund is new ETF tracking the WisdomTree Energy Megatrends Index, offering exposure to companies driving global energy supply expansion. The fund targets firms in both traditional (oil, gas, coal) and next-gen energy (solar, wind, nuclear, storage) and is expected to focus on the energy, industrials, and utilities sectors.

WisdomTree Files for ETF Targeting Global Tech Megatrends

The WisdomTree Tech Megatrends Fund will passively tracks the WisdomTree Tech Megatrends Index, which consists of global companies leading in disruptive tech themes like AI, cloud computing, cybersecurity, and quantum computing. The fund will use a rules-based approach, with theme baskets capped at 3% per stock, and will focus heavily on tech and health care sectors.

Teucrium Proposes 2x Leveraged XDC ETF via Cayman Subsidiary

The Teucrium Leveraged XDC ETF aims to deliver up to 2x the daily price performance of XDC, the native token of the XDC Network. The fund will use swaps, futures, options, and ETPs—mainly via a Cayman-based subsidiary—to achieve this exposure. Direct XDC holdings are possible, though limited by tax and regulatory factors.

VegaShares Plans ETF Tracking Laddered Autocallable Index

The VegaShares US Equity Autocallable Income ETF (VAIE) will be an actively managed fund offering exposure to a Laddered Autocall Index via swaps. The US Equity Laddered Autocall Index holds 52 synthetic autocallable notes tied to U.S. equity-linked indices with built-in call, coupon, and principal protection features. The structure targets volatility-adjusted returns with weekly note rebalancing.

Defiance Files for 11 New 2X Leveraged Single-Stock ETFs

Defiance ETFs has filed for 11 new daily 2x leveraged ETFs targeting high-volatility stocks, including American Bitcoin Corp., GigaCloud, Lumen Technologies, Medline, Pinterest, Roku, EchoStar, SNDL, Tilray, Warner Bros. Discovery, and the ERShares Private-Public Crossover ETF. These funds aim to provide amplified daily exposure for active traders.

RBC Global Seeks SEC Approval to Launch U.S. ETF Share Classes

RBC Global Asset Management has filed for SEC exemptive relief to offer ETF share classes of its mutual funds, signaling plans to enter the U.S. ETF market. This would mark RBC’s first ETF presence in the U.S., following a model pioneered by Vanguard.

Ecosystem

Nasdaq Acquires Volos to Boost Options-Based ETP Capabilities

Nasdaq has acquired Volos Portfolio Solutions, enhancing its expertise in systematic options strategies. The move supports growing demand for options-based ETPs and strengthens Nasdaq's offerings in hedged equity, defined outcome, and income strategies for ETF issuers and institutional clients.

Europe ETF Industry News

Fund Launches - Equities

Goldman Sachs Launches Private Equity Tracker ETF in Europe

Goldman Sachs has listed the GSPE ETF on Deutsche Boerse, offering liquid exposure to private equity-like returns. It tracks the MSCI World Private Equity Return Tracker Index, which mirrors private market exposures using public equities. Managed by GSAM's QIS team, the ETF carries a 0.50% TER.

Lunate Lists Thematic ETFs in Germany, Expands from Abu Dhabi

Abu Dhabi-based Lunate has launched its first ETF in Europe, listing an AI infrastructure ETF (AIPOWR) on Xetra, with luxury and quantum computing ETFs to follow. The firm enters the EU market with UCITS products and €16M in AIPOWR assets. This marks a strategic shift from real assets to thematic ETF offerings.

Deka Launches Water-Themed ETF on Deutsche Boerse

Deka has introduced the STOXX Future Water UCITS ESG ETF (EFQA), offering exposure to global water companies. The ETF tracks water utilities and infrastructure firms and carries a 0.56% TER. It joins a growing segment as water scarcity drives long-term investment interest.

TOBAM Launches Active Blockchain Equity ETF on Euronext

TOBAM has launched the TOBAM Global Blockchain Equity UCITS ETF (BBLOK), an ETF share class of its active blockchain fund. Listed on Euronext with a 0.91% TER, the fund targets stocks structurally linked to bitcoin. This marks TOBAM’s first ETF, launched in partnership with Natixis CIB.

Schroders Expands Active ETF Lineup with US and EM Launches

Schroders is adding US and emerging markets equity ETFs to its UCITS range, expanding from two to four active ETFs. The new funds will mirror existing QEP strategies aiming to outperform benchmarks like the S&P 500. Active ETFs in Europe remain niche but are drawing increasing inflows.

Schroders Launches Custom Income Active ETF for Nordic Client

Schroders is launching the Schroder Global Equity Custom Active UCITS ETF (SECA), tailored for a Nordic client. Listing on the LSE on Jan. 20 with a 0.28% TER, SECA targets capital growth and income above its ESG-aligned benchmark, expanding Schroders' growing lineup of active ETFs in Europe.

ETP Launches - Cryptocurrencies

21Shares Launches FLEX: A Dynamic Crypto Index ETP

21Shares and A&G Banco introduced FLEX, a rules-based crypto ETP offering diversified exposure to leading digital assets. Using momentum signals and risk-adjusted models, FLEX can shift up to 30% into cash during volatility. It trades on Xetra in EUR and USD, with a 1.49% fee.

ETP Launches - Other

Leonteq Launches SmartAdapt ETP with Innovation & Gold Tilt

Leonteq has launched the SaW SmartAdapt® Portfolio Offensiv Innovation/Gold ETP on SIX and BX Swiss. This Swiss-listed, actively managed ETP invests 80% in equities (40% Swiss, 40% global) and up to 20% in innovation stocks and gold. The allocation between gold and innovation themes (e.g., AI, quantum computing) is adjusted weekly using ETH Zürich-based technology. The product is fully collateralized (ETP+) and carries a 0.8% TER.

Leonteq Launches SaW SmartAdapt® ETP Combining Equities, Gold & Bitcoin

Leonteq has launched the SaW SmartAdapt® Portfolio Offensiv Bitcoin/Gold ETP, offering Swiss and global equity exposure (40% each) paired with a dynamic 20% allocation to gold and Bitcoin. The gold/Bitcoin mix is adjusted weekly using ETH Zürich-developed risk tech by Adaptivv. The Swiss-listed ETP+ is fully collateralized, trades daily, and charges a 0.8% TER.

Cross-Listings - Fixed Income

HANetf Lists Cat Bond ETF on London Stock Exchange

HANetf has listed the KRC Cat Bond UCITS ETF on the London Stock Exchange. The fund, which invests in catastrophe bonds, was already available on Xetra and Borsa Italiana. This move broadens access to the ETF for UK-based investors.

Regulatory

ESMA Cracks Down on Misleading ESG ETF Marketing

ESMA has issued stricter guidance to curb greenwashing in ETF marketing, urging clear, fair, and non-misleading ESG claims. Fund managers must explain ESG strategies and exclusions more transparently. This aligns with broader EU and UK efforts to regulate sustainability claims and ESG ratings.

Canada ETF Industry News

Fund Launches - Equities

Moat Active Premium Yield ETF Launches on TSX

LongPoint and Moat Financial have launched the Moat Active Premium Yield ETF (TSX: MOAT), using a put-write strategy on North American equities to deliver high income and moderate growth. The actively managed ETF focuses on companies with strong competitive advantages and may also use covered calls.

AGF Launches ETF Series for Two Legacy Growth Funds on TSX

AGF Investments debuted ETF units for the AGF American Growth Fund (AMGR) and AGF Global Select Fund (AGSL). Both are actively managed, high-conviction portfolios targeting innovative companies with strong growth potential, using bottom-up approaches. Management fees are 0.90% and 0.80%, respectively.

Filings

Lightwater Files for All-Canadian Oil & Gas ETF with Hedging Tools

Lightwater Partners has filed for its first ETF, targeting Canadian oil & gas companies. The actively managed fund may write covered calls on up to 33% of holdings and use short positions in stocks, ETFs, or ADRs for hedging. It focuses on firms involved in production, development, and distribution of oil and gas in Canada.

Ecosystem

CI GAM to Acquire Invesco Canada Fund Business in C$26B Deal

CI Global Asset Management will acquire Invesco Canada’s fund business, adding C$26B in AUM and becoming manager of 100 mutual funds and ETFs. A new strategic partnership keeps Invesco as sub-advisor on C$13B in assets. Post-deal, CI GAM’s total AUM will rise to about C$170B.
Please note this article is for information purposes only and does not in any way constitute investment advice. It is essential that you seek advice from a registered financial professional prior to making any investment decision.