We are live on ! Find out more
JHMB icon

John Hancock Mortgage-Backed Securities ETF

20 hedge funds and large institutions have $74.2M invested in John Hancock Mortgage-Backed Securities ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

82% more funds holding

Funds holding: 1120 (+9)

23% more capital invested

Capital invested by funds: $60.2M → $74.2M (+$14.1M)

9.12% less ownership

Funds ownership: 117.05%107.93% (-9.1%)

Holders
20
Holders Change
+9
Holders Change %
+81.82%
% of All Funds
0.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
4
Reduced
2
Closed
2
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
$26.6M -$5.78M -264,990 -18%
CWM
2
Cabot Wealth Management
Massachusetts
$14.6M -$127K -5,820 -0.8%
MOS
3
MGO One Seven
Ohio
$5.61M +$5.69M +260,879 New
FRA
4
FFG Retirement Advisors
Colorado
$4.96M +$5.03M +230,579 New
FHA
5
Flagship Harbor Advisors
Massachusetts
$4.93M +$1.22M +55,812 +32%
FDDB
6
Fidelity D&D Bancorp
Pennsylvania
$4.89M +$821K +37,637 +20%
HighTower Advisors
7
HighTower Advisors
Illinois
$4.05M +$4.12M +188,663 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.54M +$2.47M +113,403 +220%
LPL Financial
9
LPL Financial
California
$3.46M +$2.35M +107,700 +202%
USCWA
10
U.S. Capital Wealth Advisors
Texas
$440K
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$366K +$372K +17,029 New
LCWP
12
Legacy Capital Wealth Partners
Arkansas
$366K +$372K +17,029 New
Citadel Advisors
13
Citadel Advisors
Florida
$342K +$347K +15,919 New
NA
14
NewEdge Advisors
Louisiana
$42.1K
PTC
15
Private Trust Company
Ohio
$15K +$15.3K +700 New
Osaic Holdings
16
Osaic Holdings
Arizona
$6.77K +$6.87K +315 New
UBS Group
17
UBS Group
Switzerland
$4.3K +$4.36K +200 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$512 +$524 +24 New
JP Morgan Chase
19
JP Morgan Chase
New York
$86 +$87 +4 New
Morgan Stanley
20
Morgan Stanley
New York
$31
NA
21
Nottingham Advisors
New York
-$261K -11,690 Closed
FDCP
22
Foster Dykema Cabot & Partners
Massachusetts
-$38.8K -1,735 Closed

JHMB Hedge Fund Activity: Q4 2024 in Review

20 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Hancock Mortgage-Backed Securities ETF (JHMB) for Q4 2024, worth a combined $74.2M — up 23% from $60.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JHMB positions and 2 closed out — a net gain of 9 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was MGO One Seven, opening a new position worth an estimated $5.69M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $5.78M.

  • 20 institutional investors held John Hancock Mortgage-Backed Securities ETF (JHMB) as of Q4 2024, up from 11 in Q3 2024.
  • Funds reported $74.2M of John Hancock Mortgage-Backed Securities ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 11 funds opened new John Hancock Mortgage-Backed Securities ETF positions in Q4 2024 and 2 closed out, a net change of +9 holders.
  • The largest John Hancock Mortgage-Backed Securities ETF buyer in Q4 2024 was MGO One Seven, an estimated $5.69M added.
  • The largest John Hancock Mortgage-Backed Securities ETF seller in Q4 2024 was Manulife (Manufacturers Life Insurance), an estimated $5.78M sold.

Based on aggregated 13F filings for Q4 2024.