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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
FIM
51
Fernwood Investment Management
Massachusetts
$546K
Mariner
52
Mariner
Kansas
$532K
EH
53
Equitable Holdings
New York
$475K +$48K +874 +12%
BWCS
54
Beirne Wealth Consulting Services
Connecticut
$471K -$50.5K -919 -10%
IWM
55
IHT Wealth Management
Illinois
$437K -$2.75K -50 -0.7%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$434K -$6.76K -123 -2%
AWM
57
Aspire Wealth Management
Massachusetts
$430K
KCM
58
Kathmere Capital Management
Pennsylvania
$424K
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$419K -$1.24M -22,523 -76%
RJT
60
Raymond James Trust
Florida
$404K
TSWM
61
Tyler-Stone Wealth Management
Ohio
$392K +$165 +3 +0%
OWM
62
OneAscent Wealth Management
Alabama
$385K -$220K -4,003 -38%
AWE
63
Avidian Wealth Enterprises
Texas
$380K
STCOSD
64
Sageworth Trust Company of South Dakota
South Dakota
$362K
JJBC
65
James J. Burns & Company
New York
$361K
DAS
66
Dynamic Advisor Solutions
Arizona
$342K -$23.4K -426 -7%
PAS
67
Park Avenue Securities
New York
$339K
CAN
68
Cetera Advisor Networks
California
$319K +$33.5K +610 +13%
JP Morgan Chase
69
JP Morgan Chase
New York
$315K +$59K +1,074 +25%
KDA
70
Kraft Davis & Associates
Missouri
$311K
BFA
71
Beacon Financial Advisory
Ohio
$293K
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$285K -$408K -7,425 -60%
CAL
73
Capital Advisors Ltd
Ohio
$264K
SW
74
Simplicity Wealth
New Jersey
$248K +$232K +4,222 New
OWA
75
Octavia Wealth Advisors
Ohio
$239K +$223K +4,062 New

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.