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John Hancock Multifactor Large Cap ETF

40 hedge funds and large institutions have $367M invested in John Hancock Multifactor Large Cap ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $340M → $367M (+$27.7M)

3% more funds holding

Funds holding: 3940 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.17% less ownership

Funds ownership: 77.76%75.59% (-2.2%)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
23
Reduced
6
Closed
3
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
$198M +$134K +3,631 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$31.7M -$4.71M -127,912 -13%
Bank of America
3
Bank of America
North Carolina
$29.6M -$7K -190 -0%
UBS Group
4
UBS Group
Switzerland
$23.4M +$1.33M +36,035 +6%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$16.4M +$1.2M +32,513 +8%
LPL Financial
6
LPL Financial
California
$16.2M +$587K +15,948 +4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$12.7M +$4.08M +110,792 +49%
SWMG
8
Sanchez Wealth Management Group
Florida
$7.86M +$68.9K +1,872 +0.9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.52M +$1.42M +38,532 +24%
RJA
10
Raymond James & Associates
Florida
$3.48M +$62.2K +1,690 +2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3M -$122K -3,322 -4%
PCM
12
Parsons Capital Management
Rhode Island
$2.2M +$16.8K +456 +0.8%
PC
13
Palo Capital
California
$2.14M +$74.7K +2,028 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.36M +$1.77K +48 +0.1%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.25M -$79K -2,145 -6%
PAG
16
Private Advisor Group
New Jersey
$1.24M +$833K +22,621 +220%
FC
17
FCA Corp
Texas
$1.02M +$202K +5,479 +25%
CFA
18
Carroll Financial Associates
North Carolina
$1.01M +$6.52K +177 +0.7%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$768K +$244K +6,638 +48%
SDWMA
20
Schneider Downs Wealth Management Advisors
Pennsylvania
$744K +$58.1K +1,579 +9%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$733K +$257K +6,990 +56%
Jane Street
22
Jane Street
New York
$660K -$1.17M -31,672 -64%
IA
23
IFP Advisors
Florida
$555K +$134K +3,645 +33%
CCM
24
Chilton Capital Management
Texas
$444K +$47.2K +1,283 +12%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$436K +$88.6K +2,407 +26%

JHML Hedge Fund Activity: Q3 2018 in Review

40 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q3 2018, worth a combined $367M — up 8.2% from $340M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JHML positions and 3 closed out — a net gain of 1 holder — while 23 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.08M. The largest seller was Morgan Stanley, cutting an estimated $4.71M.

  • 40 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q3 2018, up from 39 in Q2 2018.
  • Funds reported $367M of John Hancock Multifactor Large Cap ETF stock for Q3 2018, up 8.2% quarter-over-quarter.
  • 4 funds opened new John Hancock Multifactor Large Cap ETF positions in Q3 2018 and 3 closed out, a net change of +1 holder.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q3 2018 was Raymond James Financial Services Advisors, an estimated $4.08M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q3 2018 was Morgan Stanley, an estimated $4.71M sold.

Based on aggregated 13F filings for Q3 2018.