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John Hancock Mortgage-Backed Securities ETF

6 hedge funds and large institutions have $56.5M invested in John Hancock Mortgage-Backed Securities ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

50% more funds holding

Funds holding: 46 (+2)

39% more capital invested

Capital invested by funds: $40.6M → $56.5M (+$15.9M)

17.51% less ownership

Funds ownership: 142.17%124.66% (-18%)

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.3M +$12.4M +593,356 +44%
CWM
2
Cabot Wealth Management
Massachusetts
$11.1M +$700K +33,414 +7%
FDDB
3
Fidelity D&D Bancorp
Pennsylvania
$2.72M +$286K +13,635 +12%
USCWA
4
U.S. Capital Wealth Advisors
Texas
$307K +$295K +14,099 New
UBS Group
5
UBS Group
Switzerland
$370 +$356 +17 New
Morgan Stanley
6
Morgan Stanley
New York
$86 +$42 +2 New
Jane Street
7
Jane Street
New York
-$487K -23,550 Closed

JHMB Hedge Fund Activity: Q4 2023 in Review

6 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in John Hancock Mortgage-Backed Securities ETF (JHMB) for Q4 2023, worth a combined $56.5M — up 39% from $40.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JHMB positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $12.4M. The largest seller was Jane Street, exiting entirely with an estimated $487K sold.

  • 6 institutional investors held John Hancock Mortgage-Backed Securities ETF (JHMB) as of Q4 2023, up from 4 in Q3 2023.
  • Funds reported $56.5M of John Hancock Mortgage-Backed Securities ETF stock for Q4 2023, up 39% quarter-over-quarter.
  • 3 funds opened new John Hancock Mortgage-Backed Securities ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
  • The largest John Hancock Mortgage-Backed Securities ETF buyer in Q4 2023 was Manulife (Manufacturers Life Insurance), an estimated $12.4M added.
  • The largest John Hancock Mortgage-Backed Securities ETF seller in Q4 2023 was Jane Street, an estimated $487K sold.

Based on aggregated 13F filings for Q4 2023.