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John Hancock Multifactor Large Cap ETF

50 hedge funds and large institutions have $642M invested in John Hancock Multifactor Large Cap ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

75% more capital invested

Capital invested by funds: $367M → $642M (+$275M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

25% more funds holding

Funds holding: 4050 (+10)

10.59% more ownership

Funds ownership: 75.59%86.17% (+11%)

Holders
50
Holders Change
+10
Holders Change %
+25%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
14
Increased
18
Reduced
12
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
$478M +$335M +9,631,052 +182%
Morgan Stanley
2
Morgan Stanley
New York
$21.9M -$5.54M -159,359 -19%
Bank of America
3
Bank of America
North Carolina
$20.4M -$5.32M -152,984 -19%
LPL Financial
4
LPL Financial
California
$17.4M +$3.89M +111,832 +26%
UBS Group
5
UBS Group
Switzerland
$15.4M -$5M -143,898 -23%
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$15.2M +$1.27M +36,576 +8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$11.3M +$5.24M +150,678 +75%
AAS
8
Avantax Advisory Services
Texas
$10.9M +$11.8M +339,757 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.6M -$1.36M -38,998 -12%
SWMG
10
Sanchez Wealth Management Group
Florida
$7.75M +$1.13M +32,640 +16%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.26M +$1.85M +53,133 +67%
RJA
12
Raymond James & Associates
Florida
$2.94M -$34.5K -993 -1%
Citadel Advisors
13
Citadel Advisors
Florida
$2.78M +$3.02M +86,873 New
Jane Street
14
Jane Street
New York
$2.5M +$2.1M +60,453 +344%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$2.43M +$1.95M +56,191 +288%
GVAG
16
Great Valley Advisor Group
Delaware
$2.33M +$2.66M +76,407 New
PCM
17
Parsons Capital Management
Rhode Island
$1.96M +$94.3K +2,714 +5%
PC
18
Palo Capital
California
$1.79M -$38.1K -1,096 -2%
PAG
19
Private Advisor Group
New Jersey
$1.5M +$486K +13,983 +42%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.19M +$28.6K +822 +2%
GWAG
21
Garrett Wealth Advisory Group
Texas
$955K +$1.03M +29,770 New
FC
22
FCA Corp
Texas
$910K +$39.3K +1,131 +4%
TSS
23
Two Sigma Securities
New York
$855K +$927K +26,667 New
SDWMA
24
Schneider Downs Wealth Management Advisors
Pennsylvania
$742K +$115K +3,301 +17%
OIA
25
OneDigital Investment Advisors
Kansas
$632K +$686K +19,722 New

JHML Hedge Fund Activity: Q4 2018 in Review

50 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q4 2018, worth a combined $642M — up 75% from $367M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JHML positions and 4 closed out — a net gain of 10 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $335M. The largest seller was Morgan Stanley, cutting an estimated $5.54M.

  • 50 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q4 2018, up from 40 in Q3 2018.
  • Funds reported $642M of John Hancock Multifactor Large Cap ETF stock for Q4 2018, up 75% quarter-over-quarter.
  • 14 funds opened new John Hancock Multifactor Large Cap ETF positions in Q4 2018 and 4 closed out, a net change of +10 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q4 2018 was Manulife (Manufacturers Life Insurance), an estimated $335M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q4 2018 was Morgan Stanley, an estimated $5.54M sold.

Based on aggregated 13F filings for Q4 2018.