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John Hancock Multifactor Large Cap ETF

39 hedge funds and large institutions have $340M invested in John Hancock Multifactor Large Cap ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

9% more capital invested

Capital invested by funds: $311M → $340M (+$28.4M)

8% more funds holding

Funds holding: 3639 (+3)

1.08% less ownership

Funds ownership: 78.84%77.76% (-1.1%)

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
19
Reduced
8
Closed
4
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
$186M -$16.5M -467,364 -8%
Morgan Stanley
2
Morgan Stanley
New York
$34.2M +$14.1M +399,744 +70%
Bank of America
3
Bank of America
North Carolina
$27.8M +$7.42M +210,624 +36%
UBS Group
4
UBS Group
Switzerland
$20.7M -$1.15M -32,634 -5%
LPL Financial
5
LPL Financial
California
$14.7M +$1.25M +35,349 +9%
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$14.2M +$14.3M +404,534 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.02M +$3.18M +90,323 +66%
SWMG
8
Sanchez Wealth Management Group
Florida
$7.3M +$178K +5,054 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.7M +$671K +19,035 +13%
RJA
10
Raymond James & Associates
Florida
$3.21M -$2.08M -59,036 -39%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.93M -$85.9K -2,439 -3%
PCM
12
Parsons Capital Management
Rhode Island
$2.05M +$41.3K +1,171 +2%
PC
13
Palo Capital
California
$1.93M +$47.9K +1,358 +3%
Jane Street
14
Jane Street
New York
$1.74M +$1.44M +40,772 +481%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.28M +$178K +5,043 +16%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.25M +$1.62K +46 +0.1%
CFA
17
Carroll Financial Associates
North Carolina
$943K +$30.9K +876 +3%
FC
18
FCA Corp
Texas
$767K +$68.3K +1,937 +10%
SDWMA
19
Schneider Downs Wealth Management Advisors
Pennsylvania
$643K +$115K +3,269 +22%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$487K -$942K -26,732 -66%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$442K +$442K +12,540 New
VF
22
Virtu Financial
New York
$419K -$166K -4,713 -28%
IA
23
IFP Advisors
Florida
$392K +$27.6K +782 +8%
CCM
24
Chilton Capital Management
Texas
$371K +$135K +3,845 +57%
PAG
25
Private Advisor Group
New Jersey
$363K -$371K -10,518 -51%

JHML Hedge Fund Activity: Q2 2018 in Review

39 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q2 2018, worth a combined $340M — up 9.1% from $311M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JHML positions and 4 closed out — a net gain of 3 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $14.3M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $16.5M.

  • 39 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q2 2018, up from 36 in Q1 2018.
  • Funds reported $340M of John Hancock Multifactor Large Cap ETF stock for Q2 2018, up 9.1% quarter-over-quarter.
  • 7 funds opened new John Hancock Multifactor Large Cap ETF positions in Q2 2018 and 4 closed out, a net change of +3 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q2 2018 was Retirement Planning Group (Kansas), an estimated $14.3M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q2 2018 was Manulife (Manufacturers Life Insurance), an estimated $16.5M sold.

Based on aggregated 13F filings for Q2 2018.