We are live on ! Find out more
JHML icon

John Hancock Multifactor Large Cap ETF

92 hedge funds and large institutions have $656M invested in John Hancock Multifactor Large Cap ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $603M → $656M (+$53.3M)

1% more funds holding

Funds holding: 9192 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.63% less ownership

Funds ownership: 78.25%74.61% (-3.6%)

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
6
Increased
28
Reduced
38
Closed
5
Calls
$86K
Puts
Net Calls
+$86K
Net Calls Change
+$86K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.77M -$352K -5,762 -12%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$2.62M -$53.9K -881 -2%
EFL
28
ERn Financial LLC
Wisconsin
$2.56M -$86K -1,406 -3%
FC
29
FCA Corp
Texas
$2.24M +$78K +1,276 +4%
AI
30
Atria Investments
North Carolina
$2.1M +$266K +4,354 +16%
SWM
31
SigFig Wealth Management
California
$1.75M +$224K +3,669 +16%
CAP
32
Columbia Advisory Partners
Washington
$1.69M -$69.2K -1,131 -4%
RPC
33
Rossmore Private Capital
Connecticut
$1.67M
MSAM
34
Moloney Securities Asset Management
Missouri
$1.55M -$14.6K -239 -1%
NA
35
NewEdge Advisors
Louisiana
$1.49M +$1.26M +20,624 +860%
AWA
36
Amplius Wealth Advisors
Pennsylvania
$1.47M -$22.3K -364 -2%
IAIM
37
International Assets Investment Management
Florida
$1.38M +$1.31M +21,409 New
VVP
38
Venture Visionary Partners
Ohio
$1.28M -$19.9K -325 -2%
BCI
39
Brinker Capital Investments
Pennsylvania
$1.23M -$693K -11,336 -37%
OPS
40
Orion Portfolio Solutions
Nebraska
$1.23M -$693K -11,336 -37%
JSW
41
Journey Strategic Wealth
New Jersey
$1.22M -$10.7K -175 -0.9%
PIA
42
Perennial Investment Advisors
California
$1.2M -$79.6K -1,302 -7%
AWA
43
Arkadios Wealth Advisors
Georgia
$1.2M -$35K -573 -3%
CCM
44
Chilton Capital Management
Texas
$1.17M -$50.2K -821 -4%
IFWM
45
Institute for Wealth Management
Colorado
$1.01M -$11.7K -192 -1%
T
46
TNF
Montana
$991K +$101K +1,656 +12%
Goldman Sachs
47
Goldman Sachs
New York
$916K +$157K +2,561 +22%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$881K +$396K +6,473 +91%
OC
49
Oppenheimer & Co
New York
$862K +$9.66K +158 +1%
TCA
50
Transcend Capital Advisors
New Jersey
$773K

JHML Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q1 2024, worth a combined $656M — up 8.8% from $603M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHML positions and 5 closed out — a net gain of 1 holder — while 28 added to existing stakes and 38 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $32.2M. The largest seller was Morgan Stanley, cutting an estimated $35.6M.

  • 92 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q1 2024, up from 91 in Q4 2023.
  • Funds reported $656M of John Hancock Multifactor Large Cap ETF stock for Q1 2024, up 8.8% quarter-over-quarter.
  • 6 funds opened new John Hancock Multifactor Large Cap ETF positions in Q1 2024 and 5 closed out, a net change of +1 holder.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $32.2M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $35.6M sold.

Based on aggregated 13F filings for Q1 2024.