Is anyone targeting your fund?
When an investor buys more than 5% of a fund, it must tell the U.S. securities regulator within days. We read every one of those notices, and every tender offer, vote and closing a fund announces, and put them in plain words.
Funds with activity this week
- ARDC - Ares Dynamic Credit Allocation Fund
Thrivent Financial for Lutherans now owns 20%, as a passive investor. New - PML - PIMCO Municipal Income Fund II
The fund said it will repay some borrowed money on Oct 30, 2026. New - PNI - PIMCO New York Municipal Income Fund II
The fund said it will repay some borrowed money on Oct 30, 2026. New - PCQ - PIMCO California Municipal Income Fund
The fund said it will repay some borrowed money on Oct 30, 2026. New - KTF - DWS Municipal Income Trust
The fund said it will repay some borrowed money on Oct 14, 2026. New - MGF - Aberdeen Government Markets Income Fund
Sit Investment Associates raised its stake to 36.7% (from 34.8%). It has said it may push for changes. New - HERZ - Herzfeld Credit Income Fund
The fund said it will offer to buy back up to 5% of its shares at 97.5% of value; the offer documents have not been filed yet. New - ASA - ASA Gold & Precious Metals Ltd
Alexander Merk started a fight over the shareholder vote. New
Funds with something to act on now
- RIV - RiverNorth Opportunities Fund
The fund offered holders the right to buy more shares, until Sept 23, 2026. - NPV - Nuveen Virginia Quality Municipal Income Fund
The fund proposed folding into NZF. Holders vote on Sept 24, 2026. Latest document June 30, 2026. - NMS - Nuveen Minnesota Quality Municipal Income Fund
The fund proposed folding into NZF. Holders vote on Sept 24, 2026. - EIIA - Eagle Point Institutional Income Fund
The fund is holding its regular quarterly buy-back: up to 5% of shares at the value of the holdings, until Sept 25, 2026. - FINS - Angel Oak Financial Strategies Income Term Trust
Trevor Montano started a fight over the shareholder vote. The meeting is on Sept 25, 2026.
Hear about it the day it happens
One email when a large investor files about a fund you own, or when your fund announces a buy-back, a vote or a closing. Free. No password.
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What this site does
We collect the notices investors and funds must file with the U.S. Securities and Exchange Commission, put them in plain words, and show them fund by fund. We do not sell anything and we are not connected to any fund company. Every number links to the original document.