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John Hancock Multifactor Large Cap ETF

60 hedge funds and large institutions have $796M invested in John Hancock Multifactor Large Cap ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

16% more capital invested

Capital invested by funds: $685M → $796M (+$111M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2.7% more ownership

Funds ownership: 77.54%80.24% (+2.7%)

2% more funds holding

Funds holding: 5960 (+1)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.06%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
9
Increased
23
Reduced
16
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
$405M -$74.9M -1,672,258 -16%
GC
2
Grimes & Company
Massachusetts
$75.7M +$50.9M +1,135,331 +246%
Bank of America
3
Bank of America
North Carolina
$36.1M +$20.8K +464 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$29.3M +$188K +4,206 +0.7%
LPL Financial
5
LPL Financial
California
$29.3M +$625K +13,955 +2%
Ameriprise
6
Ameriprise
Minnesota
$28.1M +$15.3M +342,155 +131%
SWMG
7
Sanchez Wealth Management Group
Florida
$24.1M +$635K +14,174 +3%
BCI
8
Brinker Capital Investments
Pennsylvania
$23.8M +$8.21M +183,282 +57%
IA
9
IAM Advisory
Pennsylvania
$18.8M +$17.4M +389,399 New
Wells Fargo
10
Wells Fargo
California
$16M +$11.3M +253,295 +299%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$16M +$1.61M +35,875 +12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$14.1M -$638K -14,240 -5%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$9.64M -$69.7K -1,555 -0.8%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$8.27M -$2.46M -54,886 -24%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$7.32M -$80.9K -1,806 -1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.14M +$353K +7,880 +6%
AAS
17
Avantax Advisory Services
Texas
$3.26M -$5.76M -128,658 -65%
PCM
18
Parsons Capital Management
Rhode Island
$3.2M +$205K +4,585 +7%
PAG
19
Private Advisor Group
New Jersey
$3.01M -$79K -1,762 -3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.99M -$2.03M -45,244 -42%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.8M -$1.7M -37,910 -39%
EFL
22
ERn Financial LLC
Wisconsin
$2.72M +$70.6K +1,575 +3%
MMA
23
Miracle Mile Advisors
California
$2.23M -$65.9K -1,471 -3%
Citadel Advisors
24
Citadel Advisors
Florida
$2.04M +$1.1M +24,538 +132%
CFA
25
Carroll Financial Associates
North Carolina
$2M -$1.43K -32 -0.1%

JHML Hedge Fund Activity: Q4 2020 in Review

60 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q4 2020, worth a combined $796M — up 16% from $685M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JHML positions and 8 closed out — a net gain of 1 holder — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Grimes & Company, adding an estimated $50.9M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $74.9M.

  • 60 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q4 2020, up from 59 in Q3 2020.
  • Funds reported $796M of John Hancock Multifactor Large Cap ETF stock for Q4 2020, up 16% quarter-over-quarter.
  • 9 funds opened new John Hancock Multifactor Large Cap ETF positions in Q4 2020 and 8 closed out, a net change of +1 holder.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q4 2020 was Grimes & Company, an estimated $50.9M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q4 2020 was Manulife (Manufacturers Life Insurance), an estimated $74.9M sold.

Based on aggregated 13F filings for Q4 2020.