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John Hancock Multifactor Large Cap ETF

91 hedge funds and large institutions have $603M invested in John Hancock Multifactor Large Cap ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

19% more capital invested

Capital invested by funds: $507M → $603M (+$96.3M)

10.13% more ownership

Funds ownership: 68.12%78.25% (+10%)

3% more funds holding

Funds holding: 8891 (+3)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
11
Increased
30
Reduced
31
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
$2.49M -$24.8K -451 -1%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$2.43M -$40.8K -743 -2%
EFL
28
ERn Financial LLC
Wisconsin
$2.4M -$34.5K -627 -2%
FC
29
FCA Corp
Texas
$1.96M -$1.98K -36 -0.1%
BCI
30
Brinker Capital Investments
Pennsylvania
$1.78M +$103K +1,866 +7%
OPS
31
Orion Portfolio Solutions
Nebraska
$1.78M +$103K +1,866 +7%
AI
32
Atria Investments
North Carolina
$1.65M +$354K +6,441 +30%
CAP
33
Columbia Advisory Partners
Washington
$1.6M -$392K -7,136 -21%
RPC
34
Rossmore Private Capital
Connecticut
$1.51M +$55K +1,000 +4%
MSAM
35
Moloney Securities Asset Management
Missouri
$1.42M -$10.7K -195 -0.8%
SWM
36
SigFig Wealth Management
California
$1.37M +$34.1K +621 +3%
AWA
37
Amplius Wealth Advisors
Pennsylvania
$1.36M -$58.7K -1,068 -4%
VVP
38
Venture Visionary Partners
Ohio
$1.18M -$13.7K -250 -1%
PIA
39
Perennial Investment Advisors
California
$1.17M +$2.2K +40 +0.2%
AWA
40
Arkadios Wealth Advisors
Georgia
$1.13M -$79.8K -1,452 -7%
JSW
41
Journey Strategic Wealth
New Jersey
$1.12M +$499K +9,073 +91%
CCM
42
Chilton Capital Management
Texas
$1.11M -$14.5K -263 -1%
IFWM
43
Institute for Wealth Management
Colorado
$927K +$275 +5 +0%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$900K -$1.22M -22,210 -59%
T
45
TNF
Montana
$857K +$308K +5,606 +65%
OC
46
Oppenheimer & Co
New York
$774K +$42.7K +777 +6%
GM
47
GeoWealth Management
Illinois
$772K +$722K +13,133 New
TCA
48
Transcend Capital Advisors
New Jersey
$702K
Goldman Sachs
49
Goldman Sachs
New York
$681K +$637K +11,585 New
RJA
50
Raymond James & Associates
Florida
$664K +$85.2K +1,550 +16%

JHML Hedge Fund Activity: Q4 2023 in Review

91 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q4 2023, worth a combined $603M — up 19% from $507M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JHML positions and 7 closed out — a net gain of 4 holders — while 30 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.3M. The largest seller was Osaic Holdings, cutting an estimated $8.29M.

  • 91 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q4 2023, up from 88 in Q3 2023.
  • Funds reported $603M of John Hancock Multifactor Large Cap ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 11 funds opened new John Hancock Multifactor Large Cap ETF positions in Q4 2023 and 7 closed out, a net change of +4 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $32.3M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q4 2023 was Osaic Holdings, an estimated $8.29M sold.

Based on aggregated 13F filings for Q4 2023.