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John Hancock Multifactor Large Cap ETF

59 hedge funds and large institutions have $685M invested in John Hancock Multifactor Large Cap ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $643M → $685M (+$42.7M)

4% more funds holding

Funds holding: 5759 (+2)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.5% less ownership

Funds ownership: 78.04%77.54% (-0.5%)

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
20
Reduced
19
Closed
7
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
$427M -$16.8M -408,662 -4%
Bank of America
2
Bank of America
North Carolina
$31.8M -$4.16M -101,319 -12%
Morgan Stanley
3
Morgan Stanley
New York
$25.7M -$6.83M -166,214 -21%
LPL Financial
4
LPL Financial
California
$25.3M -$524K -12,768 -2%
SWMG
5
Sanchez Wealth Management Group
Florida
$20.7M +$599K +14,596 +3%
GC
6
Grimes & Company
Massachusetts
$19.3M +$2.75M +66,846 +17%
BCI
7
Brinker Capital Investments
Pennsylvania
$13.3M +$11.7M +283,811 +803%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$13M -$2.26M -55,107 -15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$12.6M -$53.8K -1,309 -0.4%
Ameriprise
10
Ameriprise
Minnesota
$10.9M +$5.39M +131,182 +101%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$9.58M -$4.44M -108,031 -32%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$8.56M +$2.86M +69,605 +51%
AAS
13
Avantax Advisory Services
Texas
$8.26M +$4.5M +109,471 +124%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$6.53M -$1.85M -44,990 -22%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.97M -$102K -2,479 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.53M +$2.1M +51,033 +89%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.05M +$370K +9,021 +10%
Wells Fargo
18
Wells Fargo
California
$3.54M -$17.8M -432,658 -84%
PAG
19
Private Advisor Group
New Jersey
$2.73M +$28.7K +699 +1%
PCM
20
Parsons Capital Management
Rhode Island
$2.63M +$7.47K +182 +0.3%
EFL
21
ERn Financial LLC
Wisconsin
$2.33M +$187K +4,558 +9%
UBS Group
22
UBS Group
Switzerland
$2.33M -$763K -18,581 -25%
MMA
23
Miracle Mile Advisors
California
$2.03M +$58.7K +1,429 +3%
CFA
24
Carroll Financial Associates
North Carolina
$1.76M +$187K +4,547 +12%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.61M +$1.2M +29,338 +321%

JHML Hedge Fund Activity: Q3 2020 in Review

59 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q3 2020, worth a combined $685M — up 6.6% from $643M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JHML positions and 7 closed out — a net gain of 2 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $11.7M. The largest seller was Wells Fargo, cutting an estimated $17.8M.

  • 59 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q3 2020, up from 57 in Q2 2020.
  • Funds reported $685M of John Hancock Multifactor Large Cap ETF stock for Q3 2020, up 6.6% quarter-over-quarter.
  • 9 funds opened new John Hancock Multifactor Large Cap ETF positions in Q3 2020 and 7 closed out, a net change of +2 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q3 2020 was Brinker Capital Investments, an estimated $11.7M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q3 2020 was Wells Fargo, an estimated $17.8M sold.

Based on aggregated 13F filings for Q3 2020.