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John Hancock Multifactor Large Cap ETF

57 hedge funds and large institutions have $597M invested in John Hancock Multifactor Large Cap ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

6% more funds holding

Funds holding: 5457 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.91% less ownership

Funds ownership: 84.81%81.9% (-2.9%)

25% less capital invested

Capital invested by funds: $802M → $597M (-$204M)

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
19
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
26
FCA Corp
Texas
$1.04M -$7.93K -205 -0.6%
RJA
27
Raymond James & Associates
Florida
$1.01M -$2.33M -60,114 -66%
SDWMA
28
Schneider Downs Wealth Management Advisors
Pennsylvania
$984K -$78.9K -2,040 -6%
RPC
29
Rossmore Private Capital
Connecticut
$934K +$1.13M +29,100 New
IAIM
30
International Assets Investment Management
Florida
$818K +$1.07M +27,634 New
CCM
31
Chilton Capital Management
Texas
$768K +$63.3K +1,637 +7%
BCI
32
Brinker Capital Investments
Pennsylvania
$745K +$34.3K +886 +4%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$658K +$187K +4,844 +31%
MSAM
34
Moloney Securities Asset Management
Missouri
$551K +$236K +6,100 +55%
DAS
35
Dynamic Advisor Solutions
Arizona
$549K +$19.8K +512 +3%
RA
36
RFG Advisory
Alabama
$501K +$604K +15,603 New
Goldman Sachs
37
Goldman Sachs
New York
$478K +$576K +14,888 New
BRWA
38
B. Riley Wealth Advisors
Florida
$455K +$547K +14,150 New
EH
39
Equitable Holdings
New York
$393K -$27.4K -708 -5%
CWM
40
Cornerstone Wealth Management
Missouri
$384K
OC
41
Oppenheimer & Co
New York
$373K +$58.3K +1,507 +15%
FIM
42
Fernwood Investment Management
Massachusetts
$269K +$62.8K +1,623 +24%
IWM
43
IHT Wealth Management
Illinois
$258K +$7.31K +189 +2%
RJT
44
Raymond James Trust
Florida
$252K
Jane Street
45
Jane Street
New York
$232K +$280K +7,245 New
KCM
46
Kathmere Capital Management
Pennsylvania
$231K -$17.8K -460 -6%
CAL
47
Capital Advisors Ltd
Ohio
$121K +$146K +3,763 New
SWA
48
Stratos Wealth Advisors
Ohio
$62K +$75.2K +1,943 New
OPS
49
Orion Portfolio Solutions
Nebraska
$56K +$67.2K +1,738 New
BAM
50
Bellevue Asset Management
Washington
$48K

JHML Hedge Fund Activity: Q1 2020 in Review

57 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q1 2020, worth a combined $597M — down 25% from $802M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JHML positions and 8 closed out — a net gain of 5 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Grimes & Company, opening a new position worth an estimated $10.9M. The largest seller was Bank of America, cutting an estimated $16.4M.

  • 57 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q1 2020, up from 54 in Q4 2019.
  • Funds reported $597M of John Hancock Multifactor Large Cap ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 13 funds opened new John Hancock Multifactor Large Cap ETF positions in Q1 2020 and 8 closed out, a net change of +5 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q1 2020 was Grimes & Company, an estimated $10.9M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q1 2020 was Bank of America, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2020.