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JHMF

John Hancock Multifactor Financials ETF

Delisted

JHMF was delisted on the 24th of October, 2022.

23 hedge funds and large institutions have $17.6M invested in John Hancock Multifactor Financials ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% less funds holding

Funds holding: 2623 (-3)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

17% less capital invested

Capital invested by funds: $21.2M → $17.6M (-$3.67M)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$8.79M +$6.22M +166,691 +114%
UBS Group
2
UBS Group
Switzerland
$1.56M +$932K +24,964 +81%
LPL Financial
3
LPL Financial
California
$1.2M -$198K -5,297 -11%
Bank of America
4
Bank of America
North Carolina
$1.06M +$39.5K +1,059 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$743K -$1.4M -37,388 -59%
AI
6
Atria Investments
North Carolina
$698K -$343K -9,188 -27%
SWA
7
Stratos Wealth Advisors
Ohio
$502K +$668K +17,902 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$474K -$498K -13,349 -44%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$425K +$566K +15,154 New
Jane Street
10
Jane Street
New York
$367K +$488K +13,081 New
Goldman Sachs
11
Goldman Sachs
New York
$342K +$454K +12,172 New
Citadel Advisors
12
Citadel Advisors
Florida
$294K +$392K +10,491 New
APP
13
Avantax Planning Partners
Iowa
$290K
Mariner
14
Mariner
Kansas
$281K
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$276K -$124K -3,324 -25%
Osaic Holdings
16
Osaic Holdings
Arizona
$111K +$148K +3,954 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$63K -$4.55K -122 -5%
EWM
18
EPG Wealth Management
Georgia
$52K -$43.3K -1,161 -39%
Morgan Stanley
19
Morgan Stanley
New York
$29K -$25.2K -676 -40%
AWA
20
Arkadios Wealth Advisors
Georgia
$17.8K
AIL
21
AGF Investments LLC
Ontario, Canada
$4K +$709 +19 +16%
OPS
22
Orion Portfolio Solutions
Nebraska
$2K +$2.17K +58 New
Stifel Financial
23
Stifel Financial
Missouri
-$1.83M -44,612 Closed
BFA
24
Beaumont Financial Advisors
Massachusetts
-$461K -11,213 Closed
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
-$363K -8,825 Closed

JHMF Hedge Fund Activity: Q1 2020 in Review

23 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Financials ETF (JHMF) for Q1 2020, worth a combined $17.6M — down 17% from $21.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JHMF and 7 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 4 added.

The largest buyer was Brinker Capital Investments, adding an estimated $6.22M. The largest seller was Stifel Financial, exiting entirely with an estimated $1.83M sold.

  • 23 institutional investors held John Hancock Multifactor Financials ETF (JHMF) as of Q1 2020, down from 26 in Q4 2019.
  • Funds reported $17.6M of John Hancock Multifactor Financials ETF stock for Q1 2020, down 17% quarter-over-quarter.
  • 7 funds opened new John Hancock Multifactor Financials ETF positions in Q1 2020 and 8 closed out, a net change of -1 holder.
  • The largest John Hancock Multifactor Financials ETF buyer in Q1 2020 was Brinker Capital Investments, an estimated $6.22M added.
  • The largest John Hancock Multifactor Financials ETF seller in Q1 2020 was Stifel Financial, an estimated $1.83M sold.

Based on aggregated 13F filings for Q1 2020.