Weekly ETF Industry News Recap | February 16-20, 2026

ETF Weekly Update (February 16-20, 2026): New launches, fund moves, and filings shape a dynamic week across U.S., Europe, and Canada.

United States ETF Industry News

ETF Launches - Equities

Applied Finance Launches International SMID IVS ETF (IVSX)

Applied Finance Advisors has launched the actively managed Applied Finance IVS International SMID ETF (IVSX). The fund invests at least 80% in developed ex-North America SMID caps under $15B. Using its proprietary Intrinsic Value Stewardship model, it targets undervalued firms with strong capital allocation. The non-diversified strategy typically holds 150+ stocks across sectors and countries.

ALPS Launches SMR, Nuclear & Tech ETF (SMRF)

SS&C ALPS Advisors has launched the ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF) on NYSE Arca. The actively managed fund targets the nuclear and small modular reactor value chain, with an AI and technology sleeve capped at 25%. An options overlay seeks added income and lower volatility, aiming to combine capital appreciation with income.

VanEck Expands TruSector Suite with TRUC

VanEck has introduced the Communications Services TruSector ETF (TRUC), adding to its TruSector family. The ETF uses a hybrid structure of individual stocks and targeted ETFs to provide uncapped sector exposure while remaining RIC compliant. The approach aims to reduce tracking error and better reflect true sector weights versus traditional sector ETFs.

Global X Launches Weekly Income Edge ETFs

Global X has launched the actively managed Nasdaq-100 Income Edge ETF (EDGQ) and U.S. 500 Income Edge ETF (EDGX). The funds use covered call strategies to target weekly distributions, aiming for annualized rates of 13% and 9%, respectively. Fees are waived to 0% through March 2027 as Global X expands its options income lineup.

VanEck Launches India Select ETF (INDZ)

VanEck has launched the actively managed India Select ETF (INDZ), targeting high-quality Indian companies with durable return potential. The strategy combines bottom-up fundamental research with a systematic framework to focus on capital efficiency and sustainable earnings growth. INDZ expands VanEck’s India lineup, complementing its Digital India and Growth Leaders ETFs.

Xtrackers Launches Europe Defense Technologies ETF (XDEF)

DWS has introduced the Xtrackers Europe Defense Technologies ETF (XDEF), tracking the STOXX Europe Total Market Defence Space and Cybersecurity Innovation 50-25 Index. The fund targets European firms tied to defense, space and cybersecurity via revenue and patent data screens. Listed on Nasdaq, XDEF carries a 0.35% expense ratio.

Roundhill Launches 10% Target Distribution S&P 500 ETF

Roundhill has launched the actively managed Roundhill S&P 500 Target 10 Managed Distribution ETF (TPAY). The fund seeks monthly distributions at a 10% annualized rate, primarily as return of capital, while maintaining exposure to the S&P 500. Distributions may reduce principal over time and are not guaranteed to be fully return of capital.

REX, Tuttle Launch 2x FIGR and APH ETFs

REX Shares and Tuttle Capital have launched the T-REX 2X Long FIGR Daily Target ETF (FGRU) and T-REX 2X Long APH Daily Target ETF (APHU) on Cboe. The funds seek 200% of the daily performance of Figure Technology Solutions and Amphenol, respectively. The launches expand T-REX’s leveraged single-stock lineup to more than 40 ETFs.

Defiance Launches 2x Leveraged Copper Miners ETF

Defiance ETFs has launched the Defiance Daily Target 2X Long Copper ETF (COPZ), seeking 200% of the daily return of the Global X Copper Miners ETF (COPX). Designed for short-term traders, COPZ uses swaps and options to provide amplified exposure to global copper mining stocks. The fund carries elevated risk due to leverage and daily compounding.

Tradr Launches 3 Leveraged Single-Stock ETFs

Tradr ETFs has rolled out three first-to-market leveraged funds: 2X Short CleanSpark (CLSZ), 2X Long Centrus Energy (LEUX), and 2X Long Coherent (COHX), all listed on Cboe. Each seeks ±200% of the daily return of its underlying stock. The launches expand Tradr’s 69-ETF leveraged lineup, which manages over $2bn in assets.

Leverage Shares Launches 2X AXP, FCX ETFs

Leverage Shares by Themes has rolled out two Nasdaq-listed 2X long single-stock ETFs: AXPG on American Express and FCXG on Freeport-McMoRan. Each seeks 200% of the daily return of its underlying stock and carries a 0.35% fee. The launches expand the firm’s leveraged single-stock lineup to 86 ETFs.

ETF Launches - Fixed Income

ProShares Launches GENIUS-Eligible Money Market ETF

ProShares has introduced the ProShares GENIUS Money Market ETF (IQMM), the first ETF structured to meet GENIUS Act requirements for stablecoin reserves. IQMM invests exclusively in short-term U.S. Treasuries, emphasizing capital preservation and stability. The ETF offers intraday liquidity, weekly distributions and same-day settlement, targeting institutions, stablecoin issuers and cash-focused investors.

Janus Henderson Launches AA-A CLO ETF (JA)

Janus Henderson has launched the Janus Henderson AA-A CLO ETF (JA), expanding its securitized ETF lineup with exposure to AA- to A-rated CLOs. The actively managed fund debuts with $100m in seed capital from Guardian and sits between JAAA and JBBB on the credit spectrum. Managed by John Kerschner and Nick Childs, JA targets high-quality yield with diversification benefits.

REX Launches Autocallable Income ETF with CAIS

REX Shares has launched the REX Autocallable Income ETF (ATCL), tracking the Bloomberg US Large Cap VolMax Autocallable Total Return Index. The fund uses swaps with RBC to gain exposure to a laddered portfolio of autocallable derivatives, aiming to deliver consistent income with equity exposure. CAIS will support distribution and advisor education.

ETF Launches - Cryptocurrency

Grayscale Launches Sui Staking ETF on NYSE Arca

Grayscale’s Sui Staking ETF (GSUI) has begun trading on NYSE Arca, offering exposure to SUI and potential staking rewards. The ETP holds SUI directly and seeks to enhance returns through network validation. GSUI is not registered under the 1940 Act and carries heightened volatility risk tied to digital assets.

Canary Capital Launches Staked SUI ETF

Canary Capital has launched the Canary Staked SUI ETF (SUIS), offering exchange-traded exposure to Sui (SUI) along with staking yield. The fund holds SUI directly and seeks additional tokens through proof-of-stake validation. SUIS is not registered under the 1940 Act and can be accessed via brokerage and retirement accounts without a crypto wallet.

ETF Launches - Other

Simplify Launches SDMF Managed Futures Index ETF

Simplify has introduced the Simplify DBi CTA Managed Futures Index ETF (SDMF), a passive fund tracking the DBi CTA MF Index. The index seeks to replicate managed futures strategies across equities, rates, currencies and commodities using a rules-based model. SDMF gains exposure via index-linked swaps and short-term fixed income, with up to 25% invested through a Cayman subsidiary.

XFUNDS Launches Gold and Silver Income ETFs

XFUNDS by Nicholas Wealth has launched the Nicholas Gold Income ETF (GLDN) and Nicholas Silver Income ETF (SLVX). The actively managed funds combine precious metals equities, metal-linked ETPs and an options overlay to seek capital appreciation and regular income. The launches expand XFUNDS’ lineup of income-focused ETFs across asset classes.

ETF Changes

First Trust to Rebrand Merger Arbitrage ETF

First Trust will rename its Merger Arbitrage ETF to the First Trust Equity Market Neutral ETF (ticker: NTRL) in Q2 2026. The fund will drop its merger arbitrage strategy in favor of a market neutral approach using long and short U.S. equities, ETFs, and derivatives, with 150%–250% exposure on each side. The 80% policy will focus on related instruments, and the fee will fall to 0.95%.

Truth Social to Absorb $32M MAGA ETF

Yorkville America Equities plans to launch the Truth Social America First ETF by absorbing the $32M Point Bridge America First ETF (MAGA), pending shareholder approval in May. Yorkville would become adviser, retaining Point Bridge as sub-adviser. The move expands the Truth.Fi ETF lineup, following a deal for YALL and plans for two crypto-focused ETFs.

ETF Liquidations

T-REX to Liquidate Suite of Leveraged ETFs

Tuttle Capital Management will liquidate a broad lineup of T-REX 2X leveraged ETFs, including the 2X Inverse Ether (ETQ) and long funds tied to AXON, BKNG, UPXI, BULL, DKNG and ARM. All are set to delist after March 16, 2026, and liquidate around March 23. The closures cite limited asset growth and ongoing costs, with proceeds distributed to shareholders.

ETF Filings

Polen Capital Files Large-Cap Growth Equity Fund

The Polen 5Perspectives Large Growth ETF will invest at least 80% of assets in large-cap growth stocks, defined as companies eligible for the Russell 1000® Growth Index. The strategy focuses on firms with competitive advantages, thematic tailwinds, and favorable business cycles. Portfolio construction uses an “Attractiveness Score” to assess valuation, management, and technical factors, targeting long-term earnings-driven outperformance.

Teucrium Files Texas-Focused Equity ETF

The Texas Equity Opportunity ETF will invest at least 80% in companies headquartered, organized, or generating significant revenue in Texas. The actively-managed fund, sub-advised by Team Financial Strategies, screens for firms above $500 million in market cap and may use derivatives for hedging or exposure. It will avoid 25% industry concentration but expects notable oil and gas exposure.

Beyond Investing Plans Ethical International ETF

The International Vegan Climate ETF (VEGX) will track the Beyond Investing International Vegan Climate Index, which excludes companies linked to animal exploitation, fossil fuels, tobacco, weapons, and human rights abuses. The index removes U.S. and Australian firms, applies a 5% cap on holdings, and rebalances semi-annually. The fund will follow a passive strategy and invest at least 80% of assets in index constituents.

Return Stacked Files Leveraged International ETF

The Return Stacked® International Stocks & Managed Futures ETF (RSIT) will combine international equities and a managed futures strategy using leverage. The actively-managed fund targets 100% exposure to each sleeve, effectively “stacking” returns for roughly 200% total exposure. It will use futures, swaps and ETFs, and may invest up to 25% in a Cayman subsidiary to access commodities and other futures markets.

Brandywine Asset Management Files for Hedged ETF Lineup

Brandywine Asset Management has filed for a broad suite of active ETFs spanning large-, small- and international equities, plus core bond and global income strategies. Each fund combines core market exposure with index put options for downside protection and a diversified futures portfolio aimed at offsetting hedging costs. Several funds may use a Cayman subsidiary to access futures markets.

SMART Wealth Files Active U.S. Mid-Cap ETF

The SMART Mid Cap ETF (SMCP) will target U.S. mid-cap stocks with market values of $2B–$10B. The active strategy screens for strong sales growth, price momentum, and earnings growth, narrowing to 25–40 holdings. Positions are capped at 8% and sectors at 25%. The non-diversified fund will review allocations roughly every 90 days and may generate high turnover.

SMART Wealth Files Active U.S. Small-Cap ETF

The SMART Small Cap ETF (SSCP) will target U.S.-listed small caps with market values of $300M–$2B. The actively-managed fund uses a multi-step screening process focused on momentum, financial strength, sales and earnings growth, and liquidity, narrowing to 30–45 stocks. Positions are capped at 7%, sectors at 28%. The non-diversified strategy will rebalance at least monthly and may see high turnover.

Thrivent Files Active International Small-Cap Equity ETF

The Thrivent International Small Cap ETF (TISC) will target non-U.S. small-cap stocks, with at least 80% in small companies and 65% in developed international markets. The actively-managed fund aligns with the MSCI EAFE Small Cap Index and may hold some mid-caps, foreign currencies, and derivatives. A quantitative, factor-driven model will guide stock selection using growth, valuation, momentum, and risk analysis.

Thrivent Files Active International Large-Cap Equity ETF

The Thrivent International Large Cap ETF (TILC) will focus on large-cap equities, investing at least 80% of assets in large companies and 65% in developed international markets tied to the MSCI World ex-USA Index. The actively-managed fund may hold mid- and small-caps, use derivatives for hedging or exposure, and invest in multiple currencies. A quantitative, factor-based model will guide stock selection using growth, valuation, momentum, and risk analysis.

ProShares Files ETF Tracking Long-Term Share Reducers

The ProShares S&P 500 Buyback Aristocrats ETF will track the S&P 500 Buyback Aristocrats Index which includes companies that have reduced shares outstanding for at least 10 consecutive years. The index selects a minimum of 40 equally weighted stocks and rebalances quarterly. The fund will invest at least 80% of assets in index components, using a replication or representative sampling approach.

Shelton Files Tactical Growth & Options ETF

The Shelton Tactical Growth and Income ETF (TCKR) will use a proprietary Tactical Unconstrained Growth (TUG) model to shift between U.S. equities, long-duration Treasuries, and cash. The actively-managed fund may trade actively and adjust exposure based on volatility and trend signals. It can also employ a monthly options spread strategy, selling and buying index calls to enhance income and returns.

VanEck Files ETF Tracking Global Space Companies

The VanEck Space ETF (WARP) will track the MarketVector™ Space Index, targeting firms that derive at least 50% of revenue from space exploration, rockets and propulsion, and satellite equipment and communications. The modified market-cap weighted index includes U.S. and foreign stocks. The non-diversified fund will use a passive approach and may concentrate in industrials and communication services.

Tema Files Active Healthcare AI ETF

The Tema Healthcare AI ETF will invest at least 80% of assets in global companies applying artificial intelligence to healthcare. The actively managed fund targets firms with meaningful AI-driven revenue across biotech, diagnostics, medical devices, health-tech and services. It may hold 15–100 stocks, including select private securities, and will concentrate in healthcare and IT.

Kurv Files Actively Managed Uranium Options ETF

The Kurv Uranium & Mining Enhanced Income ETF will focus on uranium exposure through derivatives and uranium-related ETPs, backed by actively managed fixed income and preferred securities. The fund may use futures, options, synthetic longs and covered call strategies, with synthetic exposure up to 200% of NAV. Up to 25% may be held in a Cayman subsidiary, with capped junk, EM and FX exposure.

Optimal Tax Asset Management Files Multi-Sleeve U.S. Equity ETF

The Optimal Tax Managed Equity ETF (OTAX) will be an actively managed ETF investing at least 80% in U.S.-listed profitable companies. The strategy uses a proprietary model with GAAP profitability or a “Rule of 40” screen, allocating assets across mega-cap core, large/mid-cap momentum, and SMID-cap quality sleeves. The non-diversified fund may hold limited non-U.S. exposure via ETFs.

Volatility Shares Files AVAX & SUI Futures ETFs

Volatility Shares has filed for ETFs providing exposure to AVAX and SUI through futures contracts, not direct token holdings. The funds will invest at least 80% in crypto-linked instruments, primarily futures, with collateral in Treasuries and other high-quality securities. The firm also filed 2x daily leveraged versions for both AVAX and SUI, targeting amplified short-term returns.

Bitwise Files Political Outcome ETFs for 2026, 2028

Bitwise has filed a suite of high-risk ETFs tied to U.S. election results, covering the 2028 Presidential race and 2026 Senate and House control for both parties. The funds, which will launch under the PredictionShares brand, will invest in CFTC-regulated binary event contracts that pay $1 if a party wins and $0 if not. Shares could lose nearly all value if outcomes are unfavorable, with liquidation after settlement.

GraniteShares Files Political Event ETFs for 2026, 2028

GraniteShares has filed multiple high-risk ETFs tied to U.S. election outcomes, covering the 2026 Senate and House races and the 2028 Presidential election for both parties. The funds invest in CFTC-regulated binary “event contracts” that pay $1 if a party wins and $0 if not. Shares could lose nearly all value if the outcome is unfavorable, with sharp NAV swings expected around election results.

GraniteShares Files 2x ETFs on Databricks, Anthropic, OpenAI

GraniteShares has filed 2x long and -2x short daily ETFs tied to Databricks, Anthropic, and OpenAI, each targeting 200% or -200% of the stocks’ daily moves, before fees. The filings come as all three AI firms are reportedly exploring potential IPOs, positioning the funds as high-risk, short-term trading tools around anticipated listings.

Tradr Files 2X ETFs on Kraken, Quantinuum, OpenAI, SpaceX

Tradr has filed 2X long and 2X short daily ETFs tied to Kraken, Quantinuum, OpenAI, and SpaceX. Each fund would seek 200% or -200% of the daily performance of the respective stock. All four companies are reportedly exploring potential IPOs, positioning the ETFs as high-risk, short-term trading tools around anticipated public listings.

Defiance Targets 2X Exposure to Niche Growth Names

Defiance has filed nine Daily Target 2X Long ETFs tied to Amprius Technologies (AMPX), HeartBeam (BEAT), Kopin (KOPN), Lantronix (LTRX), One Stop Systems (OSS), Rekor Systems (REKR), Velo3D (VELO), the Truth Social God Bless America ETF (YALL), and York Space Systems (YSS). Each fund seeks 200% of the daily move of its underlying security, using derivatives for amplified, short-term exposure.

Defiance Files 2X Leveraged ETFs on Tech, Space Stocks

Defiance has filed Daily Target 2X Long ETFs linked to Ocean Power Technologies (NYSE: OPTT), Sidus Space (NASDAQ: SIDU), Samsung Electronics (OTC: SSNLF), SK hynix ADR (OTC: HXSCL) and Kraken Robotics (OTC: KRKNF). Each fund aims to deliver twice the daily return of its stock. These leveraged ETFs are built for short-term trading and carry heightened volatility risk.

Corgi Files 2X Leveraged Global Tech ETFs

Corgi has filed a suite of 2x Daily ETFs tied to major Asian and European tech names, including SK hynix, Samsung, Kioxia, Besi, TEL, Advantest, ASM, MediaTek, Delta Electronics, Hanmi Semiconductor, Hyundai, DISCO and Lasertec. Each fund seeks 200% of the daily performance of its underlying stock, offering amplified single-stock exposure geared toward short-term traders.

Direxion Files 3X Bull ETFs on 20 Major Stocks

Direxion has filed for a suite of 3X leveraged bull ETFs tied to 20 individual stocks, including Apple, Microsoft, Nvidia, Amazon, Meta, Tesla and Berkshire Hathaway. The lineup also covers semiconductor, tech, crypto-linked and healthcare names. Each fund would seek to deliver three times the daily performance of its underlying stock.

Direxion Files Sweeping Lineup of 4X Leveraged ETFs

Direxion has filed for a broad suite of 4X leveraged “Bull” ETFs covering bitcoin, ether, major U.S. indexes including the S&P 500, Nasdaq-100 (QQQ), Dow and Russell 2000, as well as Treasuries and multiple sectors. The lineup also includes funds targeting emerging markets and the “MAG 7.” The products would aim to deliver four times the daily performance of their respective benchmarks.

Leverage Shares Plans 4X ETFs Linked to Existing Funds

Leverage Shares has filed for 21 new 4X long daily ETFs tied to existing underlying ETFs providing exposure to sectors, regions and major indexes. The range includes Treasuries, AI, semiconductors, gold miners, China, India and US equities. Each fund seeks to deliver four times the daily return of its referenced ETF. The products are geared toward short-term tactical trading.

ETF Milestones

Westwood Enhanced Income ETFs Top $250M in AUM

Westwood Holdings’ Enhanced Income Series™ ETFs have surpassed $250 million in assets, led by the Westwood Salient Enhanced Midstream Income ETF (MDST), which crossed $200 million. The suite also includes YLDW and WEEI, combining dividend-paying equities with covered call overlays to generate monthly income and potential capital appreciation across energy and multi-asset strategies.

Europe ETF Industry News

ETF Launches - Equities

JPMorgan Launches Europe Premium Income ETF

JPMorgan Asset Management has launched the JPMorgan Europe Equity Premium Income Active UCITS ETF (JEPE), listed across major European exchanges with a 0.35% TER. Managed by Hamilton Reiner, the fund sells weekly index options on European equities to target an 8–10% yield, paying income monthly. The firm’s premium income ETF range has gathered $4.6bn in under three years.

Invesco Launches Europe’s First Shariah All-World ETF

Invesco has listed the MSCI ACWI Islamic M-Series UCITS ETF (MWIM) on the LSE with a 0.35% TER. The fund tracks a Shariah-screened global index covering developed and emerging markets. It excludes firms with over 5% revenue from prohibited activities and those with excessive leverage. Financials exposure drops sharply from 19% to 0.4% versus the standard MSCI ACWI. Dividend adjustments redirect non-compliant income to charity.

Avantis Launches Three Active Regional UCITS ETFs

Avantis Investors is launching three active UCITS ETFs on the LSE: Avantis America Equity (AVUS), Europe Equity (AVEU) and Pacific Equity (AVPE). The funds target long-term growth through diversified regional portfolios spanning large-, mid- and small-cap stocks. Daily-managed strategies blend indexing benefits with active expected-return insights based on price and fundamentals.

WisdomTree Launches Physical AI, Humanoids & Drones ETF

WisdomTree has launched the WisdomTree Physical AI, Humanoids and Drones UCITS ETF (WPAI), listed across major European exchanges with a 0.45% TER. The 61-stock portfolio targets firms driving physical AI adoption, led by Ubtech Robotics, Rainbow Robotics and Alphabet. The launch follows KraneShares’ humanoid robotics ETF debut last October.

Eurizon Launches MSCI North America Selection ETF

Eurizon has introduced the YIS MSCI North America Selection UCITS ETF, focused on large- and mid-cap US and Canadian equities. The fund primarily uses physical replication and typically invests at least 90% in benchmark constituents. It carries a 0.19% fee.

ETF Launches - Fixed Income

Eurizon Rolls Out EMU and US Government Bond ETFs

Eurizon has launched five UCITS ETFs providing exposure to EMU and US government bonds across 1–3, 3–5 and 5+ year maturities, including USD and EUR-hedged US Treasury strategies. The funds offer targeted duration exposure for fixed income investors. All carry a 0.19% expense ratio.

ETP Launches - Cryptocurrency

21Shares Launches Jito Staked SOL ETP

21Shares has unveiled the Jito Staked SOL ETP (JSOL), listed on Euronext Paris and Amsterdam. The product invests directly in JitoSOL, a liquid staking token on Solana, offering spot SOL exposure plus enhanced staking rewards and transaction revenue. The ETP carries a 0.99% fee and aims to deliver a dual income stream without altering Solana’s core risk profile.

ETF Cross-Listings

Amundi, Bitwise & JPM List New ETFs on Xetra

Deutsche Börse listed three new products on Feb. 19, 2026: the Amundi MSCI India IMI UCITS ETF (0.35% TER), offering broad exposure to Indian equities; the physically backed Bitwise Celestia Staking ETP (0.85%), which reinvests staking rewards; and the JPM Europe Equity Premium Income Active UCITS ETF (0.35%), using a covered call strategy, available in accumulating and distributing share classes.

Amundi ETFs and Bitwise ETP List on Xetra

Deutsche Börse Xetra has added three Amundi equity ETFs and the Bitwise Aptos Staking ETN. The Amundi products track MSCI Emerging Markets, MSCI Europe and the S&P 500, offering broad regional exposure. Bitwise’s physically backed ETN provides access to Aptos with staking income automatically reinvested, expanding crypto offerings on the exchange.

First Trust Lists 11 More ETFs on SIX

First Trust has added 11 UCITS ETFs to the SIX Swiss Exchange, bringing its total Swiss listings to 27. The newly listed funds span thematic, dividend and target outcome strategies, including AI, water, internet and multiple U.S. equity buffer ETFs. The move expands Swiss investor access alongside existing listings in London, Frankfurt and Milan.

Planned ETF Launches

AllianceBernstein Secures Approval for Europe ETF Debut

AllianceBernstein has received CSSF approval to launch three active UCITS ETFs in Europe covering global corporate bonds, core equities and a global disruptors strategy. The disruptors fund mirrors its $1.5bn US-listed AB Disruptors ETF. The $860bn manager, with $16bn in ETF assets globally, is expanding its active ETF footprint into Europe.

Amundi to Launch Global Data Center ETF

Amundi is set to launch the Amundi Global Data Center UCITS ETF, expanding its thematic range into AI infrastructure. Registered in Ireland, the ETF will target companies linked to data centres, a fast-growing sector with capex projected to reach $377bn in 2026. Few pure-play options exist in Europe, where exposure often includes telecoms, REITs or utilities.

ETF Ecosystem

Blackwater Launches Creative Division for ETF Issuers

Blackwater has unveiled Blackwater Creative, a new marketing arm aimed at helping ETF issuers and service providers grow assets through modern brand building. The division will focus on digital-first campaigns, investor education and platform-specific content across channels like TikTok and YouTube, as competition and retail participation in ETFs continue to rise.

L&G Targets Global ETF Growth and Active Expansion

Legal & General is planning a renewed global ETF push under head David Barron, targeting expansion beyond Europe into the Middle East, Latin America and potentially the US. The firm aims to build institutional relationships, explore local listings and broaden its range through partnerships and active strategies. New launches, including a WTW-backed ETF, signal efforts to diversify beyond thematic products and scale its international footprint.

Regulatory Updates

Luxembourg Aligns Semi-Transparent ETF Rules with Ireland

Luxembourg’s CSSF will allow semi-transparent ETFs to publish full holdings quarterly with up to a 30-day lag, aligning with Ireland’s CBI and easing prior monthly disclosure rules. APs and market makers must receive timely data under confidentiality terms. The rules apply to all UCITS ETFs, as competition between the two domiciles intensifies.

Canada ETF Industry News

ETF Launches - Equities

Mackenzie Launches Four Active ETFs on TSX

Mackenzie Investments has introduced four ETFs: global and US value strategies (MAGV, MAUV), a global balanced ETF (MBQG) and a US all-cap growth fund (MAUG). Sub-advised by Barrow Hanley and Putnam, the value and growth ETFs target undervalued and high-growth US stocks, while MBQG combines equity and fixed income exposure.

Russell Adds Three Multi-Factor Equity ETFs

Russell also introduced three multi-factor equity ETFs: RQCA (Canada), RQUS (U.S.), and RQIN (International). Previously available in mutual fund form, the strategies are now offered as ETFs with a 0.30% management fee, providing cost-effective core equity exposure across major markets.

ETF Launches - Fixed Income

Russell Launches Two Fixed Income ETFs in Canada

Russell Investments has launched the Fallen Angels ETF (HALO) and Core Plus Fixed Income ETF (RBND) on the TSX. HALO targets downgraded “fallen angel” bonds, while RBND blends active core fixed income with a 20% allocation to HALO. Both funds carry a 0.35% management fee and are designed as core and diversification tools for advisor portfolios.

ETF Filings

Evolve Files Prospectus for All-in-One UltraYield ETF

Evolve Funds Group has filed a preliminary prospectus to launch the Evolve All-in-One UltraYield ETF (EASY) on the TSX. The fund will offer modestly leveraged exposure to diversified global equities combined with a covered call strategy to generate income. EASY aims to provide long-term growth and pay cash distributions at least semi-monthly, with leverage used to enhance yield potential.

Madison ETFs Files for First Canadian Listings

New issuer Madison ETFs plans to enter Canada with two U.S. equity funds: MLRG (0.55% fee) and MMID (0.60%). MLRG will target high-quality U.S. large caps using bottom-up fundamental analysis. MMID will focus on mid-size U.S. companies, investing in common and convertible shares of firms with market caps between US$500M and US$70B.

Manulife Files ETF Series for Multi-Asset Credit Fund

Manulife Investments has filed to add an ETF series (MMAC CN, 0.55% fee) to its CQS Multi Asset Credit Fund. The strategy aims to deliver income and capital growth by investing primarily in credit-related securities from global issuers.

Desjardins Files Two CAD-Hedged Bond ETFs

Desjardins Investments has filed for two fixed income ETFs: DUIG (0.15% fee), tracking U.S. investment-grade corporate bonds hedged to CAD, and DGGB (0.20% fee), tracking G7 government bonds with currency hedging. DUIG follows the Solactive USD IG Corporate CAD Hedged Index, while DGGB tracks the Solactive G7 Government Bond CAD Hedged Index.

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.