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John Hancock Multifactor Large Cap ETF

75 hedge funds and large institutions have $494M invested in John Hancock Multifactor Large Cap ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

0.47% more ownership

Funds ownership: 69.32%69.79% (+0.47%)

6% less funds holding

Funds holding: 8075 (-5)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less capital invested

Capital invested by funds: $589M → $494M (-$94.8M)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.26%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
6
Increased
29
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFL
26
ERn Financial LLC
Wisconsin
$2.67M -$9.59K -185 -0.3%
BCI
27
Brinker Capital Investments
Pennsylvania
$2.48M -$347K -6,685 -11%
CIAS
28
Capital Investment Advisory Services
North Carolina
$2.27M +$218K +4,204 +10%
SDWMA
29
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.95M +$179K +3,455 +9%
PCM
30
Parsons Capital Management
Rhode Island
$1.87M +$113K +2,174 +6%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$1.75M -$10.4K -201 -0.5%
KAS
32
Kestra Advisory Services
Texas
$1.65M -$110K -2,123 -6%
OWM
33
OneAscent Wealth Management
Alabama
$1.49M -$162K -3,129 -9%
AWA
34
Amplius Wealth Advisors
Pennsylvania
$1.44M -$184K -3,544 -10%
FC
35
FCA Corp
Texas
$1.35M +$112K +2,162 +8%
VVP
36
Venture Visionary Partners
Ohio
$1.3M
MSAM
37
Moloney Securities Asset Management
Missouri
$1.27M -$126K -2,429 -8%
RPC
38
Rossmore Private Capital
Connecticut
$1.19M
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.1M -$69.2K -1,335 -5%
AI
40
Atria Investments
North Carolina
$1.09M +$6.95K +134 +0.6%
CCM
41
Chilton Capital Management
Texas
$871K -$1.24K -24 -0.1%
SWM
42
SigFig Wealth Management
California
$689K +$174K +3,347 +34%
OC
43
Oppenheimer & Co
New York
$578K +$34.8K +672 +6%
TCA
44
Transcend Capital Advisors
New Jersey
$574K
PAS
45
Park Avenue Securities
New York
$534K +$61K +1,176 +12%
FIM
46
Fernwood Investment Management
Massachusetts
$438K
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$385K +$1.24K +24 +0.3%
TSWM
48
Tyler-Stone Wealth Management
Ohio
$384K +$27.3K +527 +7%
AWM
49
Aspire Wealth Management
Massachusetts
$372K -$519 -10 -0.1%
IWM
50
IHT Wealth Management
Illinois
$369K +$7.73K +149 +2%

JHML Hedge Fund Activity: Q2 2022 in Review

75 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q2 2022, worth a combined $494M — down 16% from $589M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of JHML and 6 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 29 added.

The largest buyer was Cooper Financial Group, opening a new position worth an estimated $4.46M. The largest seller was Fortress Wealth Management, exiting entirely with an estimated $4.68M sold.

  • 75 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q2 2022, down from 80 in Q1 2022.
  • Funds reported $494M of John Hancock Multifactor Large Cap ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 6 funds opened new John Hancock Multifactor Large Cap ETF positions in Q2 2022 and 11 closed out, a net change of -5 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q2 2022 was Cooper Financial Group, an estimated $4.46M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q2 2022 was Fortress Wealth Management, an estimated $4.68M sold.

Based on aggregated 13F filings for Q2 2022.