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John Hancock Multifactor Large Cap ETF

63 hedge funds and large institutions have $470M invested in John Hancock Multifactor Large Cap ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 6263 (+1)

1% more capital invested

Capital invested by funds: $466M → $470M (+$4.06M)

0.22% less ownership

Funds ownership: 65.22%64.99% (-0.22%)

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
8
Increased
26
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Parsons Capital Management
Rhode Island
$1.98M -$150K -2,688 -7%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.92M +$121K +2,164 +7%
SDWMA
28
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.9M +$64.4K +1,155 +3%
FC
29
FCA Corp
Texas
$1.8M +$6.41K +115 +0.3%
FTUS
30
Flow Traders U.S.
New York
$1.68M +$1.72M +30,808 New
VVP
31
Venture Visionary Partners
Ohio
$1.48M
RPC
32
Rossmore Private Capital
Connecticut
$1.39M
OWM
33
OneAscent Wealth Management
Alabama
$1.34M +$1.38M +24,717 New
MSAM
34
Moloney Securities Asset Management
Missouri
$1.29M +$202K +3,630 +18%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.28M +$149K +2,677 +13%
AI
36
Atria Investments
North Carolina
$1.15M +$9.48K +170 +0.8%
CCM
37
Chilton Capital Management
Texas
$943K -$14.5K -260 -1%
OPS
38
Orion Portfolio Solutions
Nebraska
$879K +$303K +5,432 +51%
TCA
39
Transcend Capital Advisors
New Jersey
$695K +$671K +12,030 New
OC
40
Oppenheimer & Co
New York
$662K +$1.34K +24 +0.2%
PAS
41
Park Avenue Securities
New York
$510K +$33K +591 +7%
FIM
42
Fernwood Investment Management
Massachusetts
$500K
IWM
43
IHT Wealth Management
Illinois
$458K -$27K -485 -5%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$449K
RJA
45
Raymond James & Associates
Florida
$431K +$112K +2,015 +34%
RJT
46
Raymond James Trust
Florida
$398K -$44.3K -794 -10%
KCM
47
Kathmere Capital Management
Pennsylvania
$392K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$339K +$347K +6,231 New
BFA
49
Beacon Financial Advisory
Ohio
$271K
Comerica Bank
50
Comerica Bank
Texas
$252K -$17.1K -306 -7%

JHML Hedge Fund Activity: Q3 2021 in Review

63 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q3 2021, worth a combined $470M — up 0.87% from $466M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JHML positions and 7 closed out — a net gain of 1 holder — while 26 added to existing stakes and 13 trimmed.

The largest buyer was IAM Advisory, opening a new position worth an estimated $21M. The largest seller was Brinker Capital Investments, cutting an estimated $33.6M.

  • 63 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q3 2021, up from 62 in Q2 2021.
  • Funds reported $470M of John Hancock Multifactor Large Cap ETF stock for Q3 2021, up 0.87% quarter-over-quarter.
  • 8 funds opened new John Hancock Multifactor Large Cap ETF positions in Q3 2021 and 7 closed out, a net change of +1 holder.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q3 2021 was IAM Advisory, an estimated $21M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $33.6M sold.

Based on aggregated 13F filings for Q3 2021.