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John Hancock Multifactor Large Cap ETF

64 hedge funds and large institutions have $444M invested in John Hancock Multifactor Large Cap ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

7% more funds holding

Funds holding: 6064 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13.24% less ownership

Funds ownership: 80.24%67% (-13%)

44% less capital invested

Capital invested by funds: $796M → $444M (-$352M)

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
27
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Grimes & Company
Massachusetts
$83.2M +$1.91M +38,878 +2%
Bank of America
2
Bank of America
North Carolina
$37.4M -$1.3M -26,531 -3%
Ameriprise
3
Ameriprise
Minnesota
$35.2M +$2.36M +48,032 +8%
Morgan Stanley
4
Morgan Stanley
New York
$34.2M +$2.57M +52,275 +8%
BCI
5
Brinker Capital Investments
Pennsylvania
$31.7M +$5.89M +119,845 +24%
LPL Financial
6
LPL Financial
California
$31.5M -$28.4K -577 -0.1%
SWMG
7
Sanchez Wealth Management Group
Florida
$26.1M +$210K +4,264 +0.8%
Wells Fargo
8
Wells Fargo
California
$22.9M +$5.47M +111,256 +33%
IA
9
IAM Advisory
Pennsylvania
$20.9M +$30.7K +625 +0.2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$18M +$770K +15,663 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$15.1M -$117K -2,377 -0.8%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$9.95M -$383K -7,793 -4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$8.75M +$861K +17,521 +11%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$8.02M -$831K -16,902 -10%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$8.01M +$327K +6,652 +4%
IAIM
16
International Assets Investment Management
Florida
$4.1M +$2.15M +43,665 +100%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.54M +$519K +10,563 +18%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.47M +$250K +5,096 +8%
PAG
19
Private Advisor Group
New Jersey
$3.38M +$140K +2,855 +4%
AWA
20
Arkadios Wealth Advisors
Georgia
$3.17M +$3.05M +61,994 +14,831%
AAS
21
Avantax Advisory Services
Texas
$3.17M -$329K -6,699 -10%
EFL
22
ERn Financial LLC
Wisconsin
$2.86M -$62.4K -1,269 -2%
MMA
23
Miracle Mile Advisors
California
$2.33M -$63.6K -1,294 -3%
CFA
24
Carroll Financial Associates
North Carolina
$2.18M +$29.8K +606 +1%
PCM
25
Parsons Capital Management
Rhode Island
$2.14M -$1.26M -25,558 -38%

JHML Hedge Fund Activity: Q1 2021 in Review

64 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q1 2021, worth a combined $444M — down 44% from $796M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JHML positions and 3 closed out — a net gain of 4 holders — while 27 added to existing stakes and 22 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $5.89M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $405M sold.

  • 64 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q1 2021, up from 60 in Q4 2020.
  • Funds reported $444M of John Hancock Multifactor Large Cap ETF stock for Q1 2021, down 44% quarter-over-quarter.
  • 7 funds opened new John Hancock Multifactor Large Cap ETF positions in Q1 2021 and 3 closed out, a net change of +4 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q1 2021 was Brinker Capital Investments, an estimated $5.89M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q1 2021 was Manulife (Manufacturers Life Insurance), an estimated $405M sold.

Based on aggregated 13F filings for Q1 2021.