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Wednesday, November 4, 2026

Markets

Rates, jobs, and market-wide news

CP VIII Coinvestment B, L.P. Seeks Exemption Under 1940 Act

CP VIII Coinvestment B, L.P. files for an exemption under the Investment Company Act of 1940, aiming to enhance investment flexibility.

iShares Trust reports $11.85 billion in total assets

iShares Trust reveals its latest financial data, showcasing total assets of over $11.85 billion, reflecting strength in the investment sector.

iShares Trust Reports Financials in Latest Filing

iShares Trust reveals financial data, showing significant assets and liabilities in its recent filing, impacting the investment industry landscape.

iShares Trust Reports Strong Asset Performance in Filing

iShares Trust's latest SEC filing shows strong asset management, highlighting its position in the investment sector with significant holdings in U.S. Treasury securities.

Fidelity Salem Street Trust Reports Strong Sales and Redemptions

Fidelity Salem Street Trust reports over $13 billion in net sales, reflecting strong investor interest and impacting competition in the investment industry.

Forum Funds II announces post-effective amendment effective Nov. 1

Forum Funds II files a post-effective amendment, effective November 1, 2026, reflecting ongoing adjustments in the investment management sector.

BRIA Capital Group files quarterly 13F-HR report

BRIA Capital Group, LLC has submitted its quarterly 13F-HR report, revealing its institutional investment holdings as of June 30, 2026.

Fidelity Greenwood Street Trust Reports Securities Activity

Fidelity Greenwood Street Trust files 24F-2NT, detailing securities sales and redemptions, impacting the investment sector and mutual fund operations.

Goldman Sachs Trust Changes Fund Classification to Non-Diversified

Goldman Sachs Trust shifts its funds to a non-diversified classification, allowing for greater investment flexibility and potential risk exposure.

ETF Opportunities Trust Certifies Prospectus Consistency

ETF Opportunities Trust confirms its prospectus aligns with previous filings, ensuring compliance and transparency in investment management.

Talcott Resolution Life Insurance Co Updates Investors

Talcott Resolution Life Insurance Co Separate Account 11 files definitive materials to inform investors about business activities and compliance.

First Trust Exchange-Traded Fund VIII Reports Financial Update

First Trust Exchange-Traded Fund VIII reveals total assets of $88.2 million in recent filing, reflecting its position in the competitive ETF market.

BNY Mellon Funds Trust Reports Latest Portfolio Holdings

BNY Mellon Funds Trust reveals its latest investment portfolio in a recent filing, showcasing its asset management strategies and market positioning.

First Trust Exchange-Traded Fund VIII Reports Financial Update

First Trust Exchange-Traded Fund VIII shares its latest financials with total assets of $406.34 million, focusing on equity investments.

Goldman Sachs Trust Changes Fund Classification to Non-Diversified

Goldman Sachs Trust has changed its fund classification from diversified to non-diversified, enhancing its investment strategy flexibility.

Whole Loan Pool Investments Trust Seeks SEC Exemption Approval

Whole Loan Pool Investments Trust files for SEC exemption under the Investment Company Act, signaling a strategic shift in its operations.

First Trust Exchange-Traded Fund VIII Reports Quarterly Results

First Trust Exchange-Traded Fund VIII reveals quarterly results with total assets of $117.1 million, reflecting ongoing investment management efforts.

First Trust Exchange-Traded Fund VIII Reports NPORT-P Filing

First Trust Exchange-Traded Fund VIII's latest NPORT-P filing shows total assets of $654 million and liabilities of $61 million, impacting the ETF market.

First Trust Exchange-Traded Fund VIII Reports Financial Update

First Trust Exchange-Traded Fund VIII reveals its latest financials, showing growth in net assets and significant equity investments.

Pacific Life updates variable universal life policies

Pacific Select Exec Separate Account of Pacific Life Insurance announces changes to its variable universal life policies, effective November 1, 2026.

Financialist News Desk

Our desk turns official SEC filings into news. Each story is checked against the original filing. About us → · Editorial standards →