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John Hancock Multifactor Large Cap ETF

27 hedge funds and large institutions have $295M invested in John Hancock Multifactor Large Cap ETF in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

13% more funds holding

Funds holding: 2427 (+3)

1% more capital invested

Capital invested by funds: $292M → $295M (+$3.31M)

1.94% less ownership

Funds ownership: 80.23%78.28% (-1.9%)

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
6
Closed
1
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
$200M -$22.2M -654,896 -10%
UBS Group
2
UBS Group
Switzerland
$22.4M +$217K +6,394 +1%
Bank of America
3
Bank of America
North Carolina
$18.1M +$2.05M +60,372 +13%
Morgan Stanley
4
Morgan Stanley
New York
$17.6M +$4.16M +122,469 +32%
LPL Financial
5
LPL Financial
California
$12.5M +$1.37M +40,326 +13%
RJA
6
Raymond James & Associates
Florida
$4.93M -$369K -10,867 -7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.48M +$355K +10,459 +9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.14M +$1.17M +34,335 +41%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.63M +$177K +5,218 +7%
PCM
10
Parsons Capital Management
Rhode Island
$1.59M +$59.9K +1,763 +4%
JP Morgan Chase
11
JP Morgan Chase
New York
$969K +$194K +5,716 +26%
CFA
12
Carroll Financial Associates
North Carolina
$915K +$147K +4,315 +20%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$847K +$235K +6,925 +40%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$833K +$120K +3,547 +17%
FC
15
FCA Corp
Texas
$595K +$29.4K +866 +5%
IH
16
IFC Holdings
Florida
$592K +$247K +7,277 +74%
IA
17
IFP Advisors
Florida
$360K -$20K -590 -5%
AW
18
ACG Wealth
Georgia
$358K +$349K +10,276 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$330K -$1.6M -47,208 -83%
PAG
20
Private Advisor Group
New Jersey
$310K -$803K -23,642 -73%
MPWT
21
MassMutual Private Wealth & Trust
Connecticut
$253K +$247K +7,280 New
MIA
22
MainStreet Investment Advisors
Illinois
$253K +$247K +7,280 New
BMCM
23
Bryn Mawr Capital Management
Pennsylvania
$218K
AG
24
Advisor Group
Arizona
$78K
GRP
25
Global Retirement Partners
California
$7K -$14.6K -429 -68%

JHML Hedge Fund Activity: Q4 2017 in Review

27 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q4 2017, worth a combined $295M — up 1.1% from $292M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JHML positions and 1 closed out — a net gain of 3 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.16M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $22.2M.

  • 27 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q4 2017, up from 24 in Q3 2017.
  • Funds reported $295M of John Hancock Multifactor Large Cap ETF stock for Q4 2017, up 1.1% quarter-over-quarter.
  • 4 funds opened new John Hancock Multifactor Large Cap ETF positions in Q4 2017 and 1 closed out, a net change of +3 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q4 2017 was Morgan Stanley, an estimated $4.16M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q4 2017 was Manulife (Manufacturers Life Insurance), an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2017.