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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
JSW
51
Journey Strategic Wealth
New Jersey
$529K +$29.1K +528 +6%
RJA
52
Raymond James & Associates
Florida
$516K -$28.2K -513 -5%
FIM
53
Fernwood Investment Management
Massachusetts
$492K -$32.3K -587 -6%
BWCS
54
Beirne Wealth Consulting Services
Connecticut
$490K
Mariner
55
Mariner
Kansas
$479K -$30.8K -560 -6%
TRCT
56
Tower Research Capital (TRC)
New York
$458K +$432K +7,845 +1,001%
T
57
TNF
Montana
$454K -$11.5K -208 -2%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$399K -$236K -4,294 -36%
IWM
59
IHT Wealth Management
Illinois
$397K -$8.26K -150 -2%
AWM
60
Aspire Wealth Management
Massachusetts
$388K -$31.1K -565 -7%
KCM
61
Kathmere Capital Management
Pennsylvania
$382K
EH
62
Equitable Holdings
New York
$382K +$96.3K +1,750 +32%
RJT
63
Raymond James Trust
Florida
$364K
AC
64
Avant Capital
Louisiana
$364K -$1.38K -25 -0.4%
TSWM
65
Tyler-Stone Wealth Management
Ohio
$353K
AWE
66
Avidian Wealth Enterprises
Texas
$343K +$55 +1 +0%
DAS
67
Dynamic Advisor Solutions
Arizona
$336K -$18K -327 -5%
JJBC
68
James J. Burns & Company
New York
$326K -$110K -2,000 -25%
STCOSD
69
Sageworth Trust Company of South Dakota
South Dakota
$326K
PAS
70
Park Avenue Securities
New York
$306K +$317K +5,765 New
KDA
71
Kraft Davis & Associates
Missouri
$270K
BFA
72
Beacon Financial Advisory
Ohio
$264K
CAN
73
Cetera Advisor Networks
California
$255K +$51.9K +942 +24%
CAL
74
Capital Advisors Ltd
Ohio
$238K
JP Morgan Chase
75
JP Morgan Chase
New York
$227K +$11.2K +204 +5%

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.