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John Hancock Mortgage-Backed Securities ETF

25 hedge funds and large institutions have $110M invested in John Hancock Mortgage-Backed Securities ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

49% more capital invested

Capital invested by funds: $74.2M → $110M (+$36.2M)

25% more funds holding

Funds holding: 2025 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14.52% less ownership

Funds ownership: 107.93%93.41% (-15%)

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
12
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$21.7M +$17.3M +800,925 +425%
CWM
2
Cabot Wealth Management
Massachusetts
$14.9M +$50.7K +2,343 +0.3%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.3M -$12.7M -587,330 -47%
KAS
4
Kestra Advisory Services
Texas
$10.1M +$9.98M +460,844 New
LPL Financial
5
LPL Financial
California
$10M +$6.44M +297,455 +185%
JSW
6
Journey Strategic Wealth
New Jersey
$7.31M +$7.23M +333,991 New
FRA
7
FFG Retirement Advisors
Colorado
$7.27M +$2.2M +101,704 +44%
FHA
8
Flagship Harbor Advisors
Massachusetts
$5.51M +$482K +22,275 +10%
FDDB
9
Fidelity D&D Bancorp
Pennsylvania
$5.04M +$57.7K +2,662 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.85M +$1.23M +56,763 +34%
MOS
11
MGO One Seven
Ohio
$4.54M -$1.16M -53,671 -21%
Citadel Advisors
12
Citadel Advisors
Florida
$954K +$600K +27,679 +174%
Jane Street
13
Jane Street
New York
$865K +$856K +39,504 New
NA
14
NewEdge Advisors
Louisiana
$864K +$813K +37,518 +1,917%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$410K +$37K +1,707 +10%
LCWP
16
Legacy Capital Wealth Partners
Arkansas
$391K +$18.3K +846 +5%
USCWA
17
U.S. Capital Wealth Advisors
Texas
$359K -$88.4K -4,081 -20%
SPIA
18
Steward Partners Investment Advisory
New York
$335K +$331K +15,283 New
BEI
19
Benjamin Edwards Inc
Missouri
$317K +$314K +14,500 New
Goldman Sachs
20
Goldman Sachs
New York
$306K +$303K +13,982 New
JP Morgan Chase
21
JP Morgan Chase
New York
$106K +$105K +4,852 +121,300%
GWSG
22
GPS Wealth Strategies Group
Colorado
$25.2K +$24.9K +1,150 New
PTC
23
Private Trust Company
Ohio
$15.3K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$512
Morgan Stanley
25
Morgan Stanley
New York
$32

JHMB Hedge Fund Activity: Q1 2025 in Review

25 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in John Hancock Mortgage-Backed Securities ETF (JHMB) for Q1 2025, worth a combined $110M — up 49% from $74.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JHMB positions and 2 closed out — a net gain of 5 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $17.3M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $12.7M.

  • 25 institutional investors held John Hancock Mortgage-Backed Securities ETF (JHMB) as of Q1 2025, up from 20 in Q4 2024.
  • Funds reported $110M of John Hancock Mortgage-Backed Securities ETF stock for Q1 2025, up 49% quarter-over-quarter.
  • 7 funds opened new John Hancock Mortgage-Backed Securities ETF positions in Q1 2025 and 2 closed out, a net change of +5 holders.
  • The largest John Hancock Mortgage-Backed Securities ETF buyer in Q1 2025 was HighTower Advisors, an estimated $17.3M added.
  • The largest John Hancock Mortgage-Backed Securities ETF seller in Q1 2025 was Manulife (Manufacturers Life Insurance), an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2025.