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John Hancock Multifactor Large Cap ETF

50 hedge funds and large institutions have $642M invested in John Hancock Multifactor Large Cap ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

75% more capital invested

Capital invested by funds: $367M → $642M (+$275M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

25% more funds holding

Funds holding: 4050 (+10)

10.59% more ownership

Funds ownership: 75.59%86.17% (+11%)

Holders
50
Holders Change
+10
Holders Change %
+25%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
14
Increased
18
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$599K -$505K -14,528 -44%
CFA
27
Carroll Financial Associates
North Carolina
$573K -$326K -9,369 -35%
Ameriprise
28
Ameriprise
Minnesota
$550K +$326K +9,389 +121%
DAS
29
Dynamic Advisor Solutions
Arizona
$539K +$548K +15,755 New
IA
30
IFP Advisors
Florida
$508K +$41.7K +1,199 +8%
BCI
31
Brinker Capital Investments
Pennsylvania
$474K +$514K +14,786 New
CCM
32
Chilton Capital Management
Texas
$458K +$85.2K +2,450 +21%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$404K -$274K -7,875 -38%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$366K -$7.3K -210 -2%
Wells Fargo
35
Wells Fargo
California
$354K +$52.4K +1,508 +16%
Northern Trust
36
Northern Trust
Illinois
$354K +$384K +11,035 New
AW
37
ACG Wealth
Georgia
$322K
RJT
38
Raymond James Trust
Florida
$263K
IWM
39
IHT Wealth Management
Illinois
$202K +$22.1K +635 +11%
NFG
40
Next Financial Group
Texas
$95K +$103K +2,952 New
AG
41
Advisor Group
Arizona
$94K -$8.27K -238 -8%
MWA
42
Meridian Wealth Advisors
Texas
$48K +$52.1K +1,500 New
MPWT
43
MassMutual Private Wealth & Trust
Connecticut
$32K
FHA
44
Flagship Harbor Advisors
Massachusetts
$22K
ADL
45
Asset Dedication LLC
California
$11K +$11.4K +329 New
JCM
46
Julex Capital Management
Massachusetts
$9K +$9.94K +286 New
APA
47
American Portfolios Advisors
New York
$6.06K
JCM
48
Jacobi Capital Management
Pennsylvania
$6K -$18.3K -525 -74%
GRP
49
Global Retirement Partners
California
$6K
Fidelity Investments
50
Fidelity Investments
Massachusetts
$2K +$1.63K +47 New

JHML Hedge Fund Activity: Q4 2018 in Review

50 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q4 2018, worth a combined $642M — up 75% from $367M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JHML positions and 4 closed out — a net gain of 10 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $335M. The largest seller was Morgan Stanley, cutting an estimated $5.54M.

  • 50 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q4 2018, up from 40 in Q3 2018.
  • Funds reported $642M of John Hancock Multifactor Large Cap ETF stock for Q4 2018, up 75% quarter-over-quarter.
  • 14 funds opened new John Hancock Multifactor Large Cap ETF positions in Q4 2018 and 4 closed out, a net change of +10 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q4 2018 was Manulife (Manufacturers Life Insurance), an estimated $335M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q4 2018 was Morgan Stanley, an estimated $5.54M sold.

Based on aggregated 13F filings for Q4 2018.