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John Hancock Multifactor Large Cap ETF
JHML

54 hedge funds and large institutions have $802M invested in John Hancock Multifactor Large Cap ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $749M → $802M (+$52.6M)

1.73% more ownership

Funds ownership: 83.08% → 84.81% (+1.7%)

0% more funds holding

Funds holding: 54 → 54 (0)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
54
Holders Change
–
Holders Change %
0%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
27
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22M
2
SWMG
Sanchez Wealth Management Group
Florida
+$7.21M
3
Bank of America
Bank of America
North Carolina
+$2.01M
4
Morgan Stanley
Morgan Stanley
New York
+$1.64M
5
AAS
Avantax Advisory Services
Texas
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$30.8M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
-$9.84M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.86M
4
UBS Group
UBS Group
Switzerland
-$1.51M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Advisor Group
Arizona
$1.1M +$824K +20,747 +350%
BCI
27
Brinker Capital Investments
Pennsylvania
$920K – – –
CCM
28
Chilton Capital Management
Texas
$919K +$4.01K +101 +0.5%
RPGK
29
Retirement Planning Group (Kansas)
Kansas
$834K -$9.84M -247,735 -92%
AI
30
Atria Investments
North Carolina
$760K +$733K +18,449 New
DAS
31
Dynamic Advisor Solutions
Arizona
$685K -$117K -2,947 -15%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$646K -$56.5K -1,421 -8%
MML Investors Services
33
MML Investors Services
Massachusetts
$558K -$46K -1,159 -8%
EH
34
Equitable Holdings
New York
$535K +$515K +12,972 New
CWM
35
Cornerstone Wealth Management
Missouri
$493K – – –
MSAM
36
Moloney Securities Asset Management
Missouri
$456K +$223K +5,612 +103%
OC
37
Oppenheimer & Co
New York
$417K +$181K +4,562 +82%
RJT
38
Raymond James Trust
Florida
$324K – – –
IWM
39
IHT Wealth Management
Illinois
$324K +$36.2K +912 +13%
KCM
40
Kathmere Capital Management
Pennsylvania
$316K +$305K +7,673 New
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$281K +$27.2K +684 +11%
FIM
42
Fernwood Investment Management
Massachusetts
$278K +$268K +6,748 New
BMCM
43
Bryn Mawr Capital Management
Pennsylvania
$254K – – –
CWM
44
Concentrum Wealth Management
California
$244K +$15.9K +400 +7%
BAM
45
Bellevue Asset Management
Washington
$56K +$53.6K +1,348 New
S
46
SignatureFD
Georgia
$41K +$914 +23 +2%
FHA
47
Flagship Harbor Advisors
Massachusetts
$31K – – –
William Blair & Company
48
William Blair & Company
Illinois
$23K +$22.1K +557 New
TRCT
49
Tower Research Capital (TRC)
New York
$19K +$18.3K +460 New
APA
50
American Portfolios Advisors
New York
$7.79K – – –
1
2
3

JHML Hedge Fund Activity: Q4 2019 in Review

54 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q4 2019, worth a combined $802M — up 7% from $749M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JHML positions and 6 closed out — a net gain of 2 holders — while 27 added to existing stakes and 11 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $22M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $30.8M.

  • 54 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $802M of John Hancock Multifactor Large Cap ETF stock for Q4 2019, up 7% quarter-over-quarter.
  • 8 funds opened new John Hancock Multifactor Large Cap ETF positions in Q4 2019 and 6 closed out, a net change of +2 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $22M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $30.8M sold.

Based on aggregated 13F filings for Q4 2019.