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John Hancock Multifactor Large Cap ETF

36 hedge funds and large institutions have $311M invested in John Hancock Multifactor Large Cap ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

33% more funds holding

Funds holding: 2736 (+9)

5% more capital invested

Capital invested by funds: $295M → $311M (+$15.7M)

0.56% more ownership

Funds ownership: 78.28%78.84% (+0.56%)

Holders
36
Holders Change
+9
Holders Change %
+33.33%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
15
Reduced
4
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
$199M
UBS Group
2
UBS Group
Switzerland
$21.4M -$860K -24,242 -4%
Bank of America
3
Bank of America
North Carolina
$20M +$2.06M +58,089 +11%
Morgan Stanley
4
Morgan Stanley
New York
$19.8M +$2.35M +66,226 +13%
LPL Financial
5
LPL Financial
California
$13.2M +$721K +20,319 +6%
SWMG
6
Sanchez Wealth Management Group
Florida
$6.82M +$7.17M +202,091 New
RJA
7
Raymond James & Associates
Florida
$5.19M +$304K +8,575 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.94M +$502K +14,140 +11%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.75M +$650K +18,313 +15%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.96M +$355K +10,017 +13%
PCM
11
Parsons Capital Management
Rhode Island
$1.97M +$399K +11,255 +25%
PC
12
Palo Capital
California
$1.85M +$1.9M +53,544 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.4M +$590K +16,632 +69%
JP Morgan Chase
14
JP Morgan Chase
New York
$1.22M +$265K +7,473 +27%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.08M +$244K +6,886 +28%
CFA
16
Carroll Financial Associates
North Carolina
$895K -$14K -394 -1%
PAG
17
Private Advisor Group
New Jersey
$719K +$423K +11,912 +134%
FC
18
FCA Corp
Texas
$685K +$96.7K +2,727 +16%
VF
19
Virtu Financial
New York
$574K +$590K +16,617 New
SDWMA
20
Schneider Downs Wealth Management Advisors
Pennsylvania
$518K +$532K +14,991 New
IA
21
IFP Advisors
Florida
$360K
AW
22
ACG Wealth
Georgia
$347K -$7.84K -221 -2%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$318K -$10.7K -301 -3%
Jane Street
24
Jane Street
New York
$293K +$301K +8,482 New
MIA
25
MainStreet Investment Advisors
Illinois
$252K

JHML Hedge Fund Activity: Q1 2018 in Review

36 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q1 2018, worth a combined $311M — up 5.3% from $295M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JHML positions and 1 closed out — a net gain of 9 holders — while 15 added to existing stakes and 4 trimmed.

The largest buyer was Sanchez Wealth Management Group, opening a new position worth an estimated $7.17M. The largest seller was UBS Group, cutting an estimated $860K.

  • 36 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q1 2018, up from 27 in Q4 2017.
  • Funds reported $311M of John Hancock Multifactor Large Cap ETF stock for Q1 2018, up 5.3% quarter-over-quarter.
  • 10 funds opened new John Hancock Multifactor Large Cap ETF positions in Q1 2018 and 1 closed out, a net change of +9 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q1 2018 was Sanchez Wealth Management Group, an estimated $7.17M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q1 2018 was UBS Group, an estimated $860K sold.

Based on aggregated 13F filings for Q1 2018.