SEC mandates monthly reporting of portfolio holdings for mutual funds and ETFs

by
Sharing is Caring!

The U.S. Securities and Exchange Commission (SEC) recently voted to require mutual funds and exchange-traded funds (ETFs) to report their portfolio holdings on a monthly basis instead of the previous quarterly schedule. This change aims to provide greater transparency for investors and improve regulatory oversight.

See also  An audit reveals $24 billion to $41 billion in World Bank climate funds unaccounted for.

The new rule will take effect in November 2025 for funds with over $1 billion in holdings, and in May 2026 for smaller funds.

See also  S&P 500 hits 6,000, yet tech funds see record $5B outflows... Market markers are placing their traps. Wait for the massacre

Sources:

www.benzinga.com/sec/24/08/40608150/etfs-must-report-portfolio-holdings-every-month-sec-rules-what-it-means-for-investors

finance.yahoo.com/news/us-sec-poised-require-monthly-140149422.html


Views: 138

Leave a Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.