Mutual Fund Firm Hotchkis Wiley Files for its First ETF - Yahoo …

3 days ago · With $33 billion in mutual fund assets, the L.A.-based legacy shop has filed to enter the ETF space with a small and midcap value strategy. ... Mutual Fund Firm Hotchkis Wiley …

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Mutual Fund Firm Hotchkis Wiley Files For Its First ETF - Yahoo …

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3 days ago · With $33 billion in mutual fund assets, the L.A.-based legacy shop has filed to enter the ETF space with a small and midcap value strategy. ... Mutual Fund Firm Hotchkis Wiley …

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Active ETFs Are Driving Inflows Over $1T Mark - ETF.com

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Nov 27, 2024 · Mutual Fund Firm Hotchkis & Wiley Files for its First ETF; ... ETF analyst at CFRA and an etf.com board member, points out that the $943 billion worth of ETF inflows this year …

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Mutual Funds ETF List, Performance & News - ETF.com

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Jan 3, 2025 · Mutual Fund Firm Hotchkis & Wiley Files for its First ETF. Jeff Benjamin ... etf.com Staff | Jan 10, 2025. ... ETF of the Week. ETF Spotlight: FBTC Marks First Year With $12B …

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FAQs about Mutual Fund Firm Hotchkis Wiley Files for its First ETF - Yahoo … Coupon?

Who owns Hotchkis & Wiley ETF?

The ETF will be overseen by Hotchkis & Wiley co-managers Judd Peters and Ryan Thomes. The firm manages a total of $33 billion across nine mutual funds, with a lineup that includes six U.S. equity value funds, three international equity value funds, and one high-yield fixed income fund. ...

Is Hotchkis & Wiley's new ETF a clone?

The company declined to comment while the ETF is awaiting SEC approval, but the new fund is not a clone or a conversion of an existing mutual fund and will be a new strategy for Hotchkis & Wiley. ...

Who is Hotchkis & Wiley?

Hotchkis & Wiley, a 45-year-old asset value manager, is the latest mutual fund shop to dip a toe into the fast-growing ETF space. According to a filing with the Securities and Exchange Commission, the Los Angeles-based asset manager is planning a new small-and-midcap value strategy for its first step into exchange-traded funds. ...

Will Hotchkis & Wiley invest 80% of its assets?

According to the filing, “under normal circumstances, the fund will invest at least 80% of its assets in equity securities of small to mid-capitalization companies” that Hotchkis & Wiley Capital Management deems undervalued. The fund’s market capitalization range will be between $8 million and $48 billion. ...

What is the market capitalization of a new ETF?

The fund’s market capitalization range will be between $8 million and $48 billion. While the new ETF is not specifically marketed as ESG, the portfolio management will include specific environmental, social and governance factors when managing the 150 to 200 stocks in the portfolio. ...

How many mutual funds converted to ETFs in 2024?

Along those same lines, mutual fund conversions to ETFs set a record in 2024 with 55 conversions, which compares to 35 during each of the two prior years. Permalink | © Copyright 2025 etf.com. All rights reserved ...