Patriot Financial boosted ETF holdings while Morgan Stanley lifted its stake in ETF shares on June 29, 2026.

The entities involved

• ProShares →

  issuer of exchange-traded funds

  • Investor demand is driving asset managers to file ETFs as the market recognizes the potential of AI and space companies.Mon 02:51
  • ProShares fund tracks the performance of the Nasdaq Biotechnology Index.Sun 10:21
• Morgan Stanley →

  U.S. investment bank

  • Morgan Stanley downgraded CBC shares while Keefe, Bruyette & Woods lifted its target price on November 3, 2026.19:18
  • Mike Wilson, chief US equity strategist, provides a bullish framework for stocks as his company expands into the Pacific Northwest and Great Lakes region.19:14

Related events

• Several financial firms, including Liberty One Investment Management LLC, Morgan Stanley, LPL Financial LLC, Signaturefd LLC, Auto Owners Insurance Co, and Bank of America Corp DE, increased their holdings in the iShares Core S&P U.S. Value ETF.Jul 24
• Royal Bank of Canada acquired shares of the Morgan Stanley Pathway Small-Mid Cap Equity ETF.Oct 15
• ProShares filed a disclosure with the SEC regarding its Nasdaq-100 Dorsey Wright Momentum ETF.Oct 21
• Morgan Stanley increased its holdings in the iShares Russell Top 200 Growth ETF on June 29, 2026.Jun 29
• Morgan Stanley and Royal Bank of Canada increased their holdings in Invesco ETFs, and Invesco filed reports with the SEC.Jul 10