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John Hancock Multifactor Large Cap ETF

88 hedge funds and large institutions have $507M invested in John Hancock Multifactor Large Cap ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

1% more funds holding

Funds holding: 8788 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.5% less ownership

Funds ownership: 68.62%68.12% (-0.5%)

5% less capital invested

Capital invested by funds: $531M → $507M (-$24.5M)

20% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 35

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.4%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
5
Increased
28
Reduced
35
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
26
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.24M -$33.9K -615 -1%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$2.23M +$121K +2,190 +5%
EFL
28
ERn Financial LLC
Wisconsin
$2.21M -$164K -2,972 -7%
IAIM
29
International Assets Investment Management
Florida
$2.03M +$2.33M +42,266 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.99M -$807K -14,662 -28%
CAP
31
Columbia Advisory Partners
Washington
$1.82M -$184K -3,345 -9%
FC
32
FCA Corp
Texas
$1.77M +$160K +2,913 +10%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.57M -$2.36M -42,855 -59%
BCI
34
Brinker Capital Investments
Pennsylvania
$1.51M -$1.57M -28,470 -50%
OPS
35
Orion Portfolio Solutions
Nebraska
$1.51M -$1.57M -28,470 -50%
RPC
36
Rossmore Private Capital
Connecticut
$1.31M
MSAM
37
Moloney Securities Asset Management
Missouri
$1.29M -$11K -200 -0.8%
AWA
38
Amplius Wealth Advisors
Pennsylvania
$1.28M -$119K -2,156 -8%
SWM
39
SigFig Wealth Management
California
$1.2M +$27.9K +507 +2%
AI
40
Atria Investments
North Carolina
$1.15M +$38.1K +692 +3%
AWA
41
Arkadios Wealth Advisors
Georgia
$1.09M -$254K -4,621 -18%
VVP
42
Venture Visionary Partners
Ohio
$1.08M
PIA
43
Perennial Investment Advisors
California
$1.05M -$16.7K -303 -2%
CCM
44
Chilton Capital Management
Texas
$1.02M +$14.7K +267 +1%
IFWM
45
Institute for Wealth Management
Colorado
$836K +$20K +363 +2%
OC
46
Oppenheimer & Co
New York
$656K +$2.15K +39 +0.3%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$650K +$78.9K +1,433 +13%
TCA
48
Transcend Capital Advisors
New Jersey
$633K
GS
49
GTS Securities
New York
$574K +$66.9K +1,216 +13%
OWM
50
OneAscent Wealth Management
Alabama
$559K -$256K -4,646 -31%

JHML Hedge Fund Activity: Q3 2023 in Review

88 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q3 2023, worth a combined $507M — down 4.6% from $531M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHML positions and 4 closed out — a net gain of 1 holder — while 28 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.79M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $7.25M.

  • 88 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q3 2023, up from 87 in Q2 2023.
  • Funds reported $507M of John Hancock Multifactor Large Cap ETF stock for Q3 2023, down 4.6% quarter-over-quarter.
  • 5 funds opened new John Hancock Multifactor Large Cap ETF positions in Q3 2023 and 4 closed out, a net change of +1 holder.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q3 2023 was LPL Financial, an estimated $4.79M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q3 2023 was Cambridge Investment Research Advisors, an estimated $7.25M sold.

Based on aggregated 13F filings for Q3 2023.