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John Hancock Multifactor Large Cap ETF

44 hedge funds and large institutions have $748M invested in John Hancock Multifactor Large Cap ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

16% more capital invested

Capital invested by funds: $642M → $748M (+$106M)

1.14% less ownership

Funds ownership: 86.17%85.04% (-1.1%)

12% less funds holding

Funds holding: 5044 (-6)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
44
Holders Change
-6
Holders Change %
-12%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
6
Increased
22
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$774K +$225K +6,433 +44%
CCM
27
Chilton Capital Management
Texas
$742K +$213K +6,078 +43%
Jane Street
28
Jane Street
New York
$654K -$2.1M -60,092 -77%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$469K +$451K +12,877 New
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$400K -$15.5K -444 -4%
AW
31
ACG Wealth
Georgia
$367K
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$343K +$330K +9,417 New
RJT
33
Raymond James Trust
Florida
$287K -$11.6K -330 -4%
IWM
34
IHT Wealth Management
Illinois
$242K +$12.1K +345 +5%
BMCM
35
Bryn Mawr Capital Management
Pennsylvania
$225K +$216K +6,169 New
CWM
36
Cornerstone Wealth Management
Missouri
$215K +$396K +11,307 New
AG
37
Advisor Group
Arizona
$114K +$7K +200 +7%
JP Morgan Chase
38
JP Morgan Chase
New York
$75K -$582K -16,638 -89%
FHA
39
Flagship Harbor Advisors
Massachusetts
$25K
PMFA
40
Plante Moran Financial Advisors
Michigan
$17K +$16.1K +460 New
JCM
41
Jacobi Capital Management
Pennsylvania
$7K
APA
42
American Portfolios Advisors
New York
$6.89K
JCM
43
Julex Capital Management
Massachusetts
$5.83K -$4.41K -126 -44%
IA
44
IFP Advisors
Florida
$1K -$558K -15,946 -100%
Citadel Advisors
45
Citadel Advisors
Florida
-$2.78M -86,873 Closed
GVAG
46
Great Valley Advisor Group
Delaware
-$2.33M -76,407 Closed
TSS
47
Two Sigma Securities
New York
-$855K -26,667 Closed
OIA
48
OneDigital Investment Advisors
Kansas
-$632K -19,722 Closed
Northern Trust
49
Northern Trust
Illinois
-$354K -11,035 Closed
NFG
50
Next Financial Group
Texas
-$95K -2,952 Closed

JHML Hedge Fund Activity: Q1 2019 in Review

44 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q1 2019, worth a combined $748M — up 16% from $642M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of JHML and 6 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 22 added.

The largest buyer was Bank of America, adding an estimated $14M. The largest seller was UBS Group, cutting an estimated $4.94M.

  • 44 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q1 2019, down from 50 in Q4 2018.
  • Funds reported $748M of John Hancock Multifactor Large Cap ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 6 funds opened new John Hancock Multifactor Large Cap ETF positions in Q1 2019 and 11 closed out, a net change of -5 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q1 2019 was Bank of America, an estimated $14M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q1 2019 was UBS Group, an estimated $4.94M sold.

Based on aggregated 13F filings for Q1 2019.