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John Hancock Multifactor Large Cap ETF

24 hedge funds and large institutions have $292M invested in John Hancock Multifactor Large Cap ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 1 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 1

5.95% less ownership

Funds ownership: 86.18%80.23% (-5.9%)

6% less capital invested

Capital invested by funds: $312M → $292M (-$19.8M)

11% less funds holding

Funds holding: 2724 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
15
Reduced
1
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$210M
UBS Group
2
UBS Group
Switzerland
$21M -$391K -12,203 -2%
Bank of America
3
Bank of America
North Carolina
$15.1M +$1.79M +55,920 +14%
Morgan Stanley
4
Morgan Stanley
New York
$12.6M +$1.61M +50,297 +15%
LPL Financial
5
LPL Financial
California
$10.5M +$1.3M +40,540 +15%
RJA
6
Raymond James & Associates
Florida
$5M +$1.56M +48,833 +47%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.88M +$638K +19,925 +20%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.78M +$374K +11,669 +16%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.31M +$199K +6,209 +10%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.86M +$883K +27,582 +95%
PCM
11
Parsons Capital Management
Rhode Island
$1.44M +$43.3K +1,351 +3%
PAG
12
Private Advisor Group
New Jersey
$1.08M +$615K +19,195 +144%
CFA
13
Carroll Financial Associates
North Carolina
$731K +$289K +9,016 +69%
JP Morgan Chase
14
JP Morgan Chase
New York
$724K +$19K +593 +3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$669K +$653K +20,389 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$572K +$251K +7,838 +82%
FC
17
FCA Corp
Texas
$533K +$253K +7,896 +95%
IA
18
IFP Advisors
Florida
$359K +$27.2K +850 +8%
IH
19
IFC Holdings
Florida
$320K +$313K +9,776 New
VF
20
Virtu Financial
New York
$287K +$280K +8,757 New
BMCM
21
Bryn Mawr Capital Management
Pennsylvania
$218K
AG
22
Advisor Group
Arizona
$73K
GRP
23
Global Retirement Partners
California
$21K
GWM
24
Geneos Wealth Management
Colorado
$2K
TIM
25
Total Investment Management
Arizona
-$39.3M -1,244,004 Closed

JHML Hedge Fund Activity: Q3 2017 in Review

24 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q3 2017, worth a combined $292M — down 6.4% from $312M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JHML and 3 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 15 added.

The largest buyer was Bank of America, adding an estimated $1.79M. The largest seller was Total Investment Management, exiting entirely with an estimated $39.3M sold.

  • 24 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q3 2017, down from 27 in Q2 2017.
  • Funds reported $292M of John Hancock Multifactor Large Cap ETF stock for Q3 2017, down 6.4% quarter-over-quarter.
  • 3 funds opened new John Hancock Multifactor Large Cap ETF positions in Q3 2017 and 6 closed out, a net change of -3 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q3 2017 was Bank of America, an estimated $1.79M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q3 2017 was Total Investment Management, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2017.