Roundhill InvestmentsNew Age Alpha to Convert NAA Allocation Fund Into ETF
New Age Alpha plans to convert the NAA Allocation Fund from a mutual fund into the newly created NAA Allocation ETF, with the reorganization expected to close around December 4, 2026.
Roundhill has updated the investment strategy for its Generative AI & Technology ETF (CHAT) to allow investments in initial public offerings (IPOs) and recently public companies. The supplement also adds IPO risk disclosures to the fund's prospectus, noting that newly listed stocks may experience heightened volatility, limited trading history, lower liquidity, and higher transaction costs. The change expands the fund's flexibility to invest in emerging AI-related companies shortly after they go public.
At a glance
- Beat
- Fund Updates
- Issuer
- Roundhill Investments
- Region
- United States
- Filed
- 29 June 2026
Source: SEC Filings
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