John Hancock Mortgage-Backed Securities ETF
JHMB
4 hedge funds and large institutions have $40.6M invested in John Hancock Mortgage-Backed Securities ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
2% more capital invested
Capital invested by funds: $39.9M → $40.6M (+$659K)
6.33% less ownership
Funds ownership: 148.5% → 142.17% (-6.3%)
20% less funds holding
Funds holding: 5 → 4 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
+$124K |
| 2 |
Jane Street
New York
|
+$45.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCFA
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
-$224K |
| 2 |
JP Morgan Chase
New York
|
-$67.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $27.9M | – | – | – |
|
|
CWM
2
Cabot Wealth Management
Salem,
Massachusetts
| $9.87M | +$124K | +5,858 | +1% |
|
|
FDDB
3
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| $2.3M | +$2.36M | +111,240 | New |
|
|
4
Jane Street
New York
| $487K | +$45.7K | +2,150 | +10% |
|
|
KCFA
5
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| – | -$224K | -10,405 | Closed |
|
|
6
JP Morgan Chase
New York
| – | -$67.1K | -3,117 | Closed |
|
JHMB Hedge Fund Activity: Q3 2023 in Review
4 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in John Hancock Mortgage-Backed Securities ETF (JHMB) for Q3 2023, worth a combined $40.6M — up 1.6% from $39.9M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of JHMB and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Cabot Wealth Management, adding an estimated $124K. The largest seller was Key Client Fiduciary Advisors, exiting entirely with an estimated $224K sold.
- 4 institutional investors held John Hancock Mortgage-Backed Securities ETF (JHMB) as of Q3 2023, down from 5 in Q2 2023.
- Funds reported $40.6M of John Hancock Mortgage-Backed Securities ETF stock for Q3 2023, up 1.6% quarter-over-quarter.
- 1 fund opened new John Hancock Mortgage-Backed Securities ETF positions in Q3 2023 and 2 closed out, a net change of -1 holder.
- The largest John Hancock Mortgage-Backed Securities ETF buyer in Q3 2023 was Cabot Wealth Management, an estimated $124K added.
- The largest John Hancock Mortgage-Backed Securities ETF seller in Q3 2023 was Key Client Fiduciary Advisors, an estimated $224K sold.
Based on aggregated 13F filings for Q3 2023.