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John Hancock Multifactor Large Cap ETF

85 hedge funds and large institutions have $474M invested in John Hancock Multifactor Large Cap ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

0.62% less ownership

Funds ownership: 68.6%67.98% (-0.62%)

4% less capital invested

Capital invested by funds: $492M → $474M (-$18.1M)

3% less funds holding

Funds holding: 8885 (-3)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
85
Holders Change
-3
Holders Change %
-3.41%
% of All Funds
1.35%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
7
Increased
31
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
26
Capital Investment Advisory Services
North Carolina
$2.79M +$358 +7 +0%
PCM
27
Parsons Capital Management
Rhode Island
$2.16M +$80K +1,566 +4%
SDWMA
28
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.07M -$436K -8,536 -18%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$2.04M -$32.1K -628 -2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.71M +$162K +3,171 +11%
FC
31
FCA Corp
Texas
$1.56M +$45.2K +884 +3%
BCI
32
Brinker Capital Investments
Pennsylvania
$1.48M +$513K +10,045 +54%
OPS
33
Orion Portfolio Solutions
Nebraska
$1.48M +$1.46M +28,558 New
AWA
34
Amplius Wealth Advisors
Pennsylvania
$1.42M -$27.5K -538 -2%
AWA
35
Arkadios Wealth Advisors
Georgia
$1.4M +$13.3K +261 +1%
PIA
36
Perennial Investment Advisors
California
$1.31M +$1.3M +25,358 New
MSAM
37
Moloney Securities Asset Management
Missouri
$1.29M +$2.04K +40 +0.2%
RPC
38
Rossmore Private Capital
Connecticut
$1.28M
AI
39
Atria Investments
North Carolina
$1.27M +$59.3K +1,161 +5%
VVP
40
Venture Visionary Partners
Ohio
$1.24M
SWM
41
SigFig Wealth Management
California
$1.06M +$192K +3,753 +22%
CCM
42
Chilton Capital Management
Texas
$990K +$47.2K +923 +5%
OWM
43
OneAscent Wealth Management
Alabama
$964K -$229K -4,482 -19%
Citadel Advisors
44
Citadel Advisors
Florida
$819K -$435K -8,518 -35%
IFWM
45
Institute for Wealth Management
Colorado
$741K +$67.6K +1,322 +10%
JJBC
46
James J. Burns & Company
New York
$727K +$718K +14,043 New
OC
47
Oppenheimer & Co
New York
$642K -$53.3K -1,044 -8%
TCA
48
Transcend Capital Advisors
New Jersey
$618K
FIM
49
Fernwood Investment Management
Massachusetts
$511K
Mariner
50
Mariner
Kansas
$506K -$1.05M -20,601 -68%

JHML Hedge Fund Activity: Q1 2023 in Review

85 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q1 2023, worth a combined $474M — down 3.7% from $492M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JHML and 7 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 31 added.

The largest buyer was Orion Portfolio Solutions, opening a new position worth an estimated $1.46M. The largest seller was Bank of America, cutting an estimated $13.4M.

  • 85 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q1 2023, down from 88 in Q4 2022.
  • Funds reported $474M of John Hancock Multifactor Large Cap ETF stock for Q1 2023, down 3.7% quarter-over-quarter.
  • 7 funds opened new John Hancock Multifactor Large Cap ETF positions in Q1 2023 and 8 closed out, a net change of -1 holder.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q1 2023 was Orion Portfolio Solutions, an estimated $1.46M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q1 2023 was Bank of America, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2023.