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John Hancock Multifactor Large Cap ETF

57 hedge funds and large institutions have $597M invested in John Hancock Multifactor Large Cap ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

6% more funds holding

Funds holding: 5457 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.91% less ownership

Funds ownership: 84.81%81.9% (-2.9%)

25% less capital invested

Capital invested by funds: $802M → $597M (-$204M)

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
19
Reduced
17
Closed
8
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
$394M -$10.4M -269,933 -2%
Morgan Stanley
2
Morgan Stanley
New York
$25.5M +$475K +12,267 +2%
Bank of America
3
Bank of America
North Carolina
$20.3M -$16.4M -423,180 -40%
LPL Financial
4
LPL Financial
California
$19.8M -$1.46M -37,830 -6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.3M -$4.01M -103,586 -16%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$15.8M -$3.43M -88,570 -15%
SWMG
7
Sanchez Wealth Management Group
Florida
$15.1M -$21.7K -560 -0.1%
AAS
8
Avantax Advisory Services
Texas
$13.2M +$574K +14,831 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.88M -$2.74M -70,780 -19%
GC
10
Grimes & Company
Massachusetts
$9.01M +$10.9M +280,758 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.51M -$3.46M -89,576 -31%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$5.69M +$6.86M +177,428 New
Ameriprise
13
Ameriprise
Minnesota
$4.76M -$4.99M -128,972 -47%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$4.39M +$629K +16,265 +13%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.32M +$1.25M +32,293 +32%
UBS Group
16
UBS Group
Switzerland
$3.1M -$2.23M -57,532 -37%
Wells Fargo
17
Wells Fargo
California
$2.99M -$4.02M -103,846 -53%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.81M +$1.54M +39,921 +83%
PAG
19
Private Advisor Group
New Jersey
$2.49M +$382K +9,864 +15%
PCM
20
Parsons Capital Management
Rhode Island
$2.06M +$15.2K +392 +0.6%
MMA
21
Miracle Mile Advisors
California
$1.54M -$23.8K -614 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.39M +$1.68M +43,395 New
CFA
23
Carroll Financial Associates
North Carolina
$1.19M +$104K +2,689 +8%
AI
24
Atria Investments
North Carolina
$1.12M +$634K +16,393 +89%
GWAG
25
Garrett Wealth Advisory Group
Texas
$1.09M +$199K +5,142 +18%

JHML Hedge Fund Activity: Q1 2020 in Review

57 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q1 2020, worth a combined $597M — down 25% from $802M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JHML positions and 8 closed out — a net gain of 5 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Grimes & Company, opening a new position worth an estimated $10.9M. The largest seller was Bank of America, cutting an estimated $16.4M.

  • 57 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q1 2020, up from 54 in Q4 2019.
  • Funds reported $597M of John Hancock Multifactor Large Cap ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 13 funds opened new John Hancock Multifactor Large Cap ETF positions in Q1 2020 and 8 closed out, a net change of +5 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q1 2020 was Grimes & Company, an estimated $10.9M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q1 2020 was Bank of America, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2020.