We are live on ! Find out more
JHML icon

John Hancock Multifactor Large Cap ETF

87 hedge funds and large institutions have $531M invested in John Hancock Multifactor Large Cap ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more capital invested

Capital invested by funds: $474M → $531M (+$56.7M)

2% more funds holding

Funds holding: 8587 (+2)

0.64% more ownership

Funds ownership: 67.98%68.62% (+0.64%)

10% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 31

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
6
Increased
28
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$563K +$92.8K +1,770 +21%
FIM
52
Fernwood Investment Management
Massachusetts
$542K
GS
53
GTS Securities
New York
$527K +$504K +9,609 New
Mariner
54
Mariner
Kansas
$527K -$8.55K -163 -2%
JSW
55
Journey Strategic Wealth
New Jersey
$518K
BWCS
56
Beirne Wealth Consulting Services
Connecticut
$490K -$3.67K -70 -0.8%
T
57
TNF
Montana
$485K
JJBC
58
James J. Burns & Company
New York
$447K -$309K -5,900 -42%
AWM
59
Aspire Wealth Management
Massachusetts
$433K
IWM
60
IHT Wealth Management
Illinois
$419K
KCM
61
Kathmere Capital Management
Pennsylvania
$396K
AC
62
Avant Capital
Louisiana
$378K
RJT
63
Raymond James Trust
Florida
$377K -$6.29K -120 -2%
TSWM
64
Tyler-Stone Wealth Management
Ohio
$366K +$349K +6,663 New
DAS
65
Dynamic Advisor Solutions
Arizona
$366K -$2.72M -51,951 -89%
AWE
66
Avidian Wealth Enterprises
Texas
$355K +$17.3K +330 +5%
STCOSD
67
Sageworth Trust Company of South Dakota
South Dakota
$337K
EH
68
Equitable Holdings
New York
$299K +$286K +5,450 New
KDA
69
Kraft Davis & Associates
Missouri
$289K +$273K +5,200 New
BFA
70
Beacon Financial Advisory
Ohio
$274K
CAL
71
Capital Advisors Ltd
Ohio
$246K
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$232K
JP Morgan Chase
73
JP Morgan Chase
New York
$224K
CAN
74
Cetera Advisor Networks
California
$212K -$6.61K -126 -3%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$108K -$88.8K -1,693 -46%

JHML Hedge Fund Activity: Q2 2023 in Review

87 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q2 2023, worth a combined $531M — up 12% from $474M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHML positions and 4 closed out — a net gain of 2 holders — while 28 added to existing stakes and 31 trimmed.

The largest buyer was UBS Group, adding an estimated $5.17M. The largest seller was Morgan Stanley, cutting an estimated $3.37M.

  • 87 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q2 2023, up from 85 in Q1 2023.
  • Funds reported $531M of John Hancock Multifactor Large Cap ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 6 funds opened new John Hancock Multifactor Large Cap ETF positions in Q2 2023 and 4 closed out, a net change of +2 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q2 2023 was UBS Group, an estimated $5.17M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q2 2023 was Morgan Stanley, an estimated $3.37M sold.

Based on aggregated 13F filings for Q2 2023.