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John Hancock Multifactor Large Cap ETF

62 hedge funds and large institutions have $466M invested in John Hancock Multifactor Large Cap ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

5% more capital invested

Capital invested by funds: $444M → $466M (+$22.4M)

1.79% less ownership

Funds ownership: 67%65.22% (-1.8%)

3% less funds holding

Funds holding: 6462 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
25
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Grimes & Company
Massachusetts
$89.3M +$275K +5,149 +0.3%
BCI
2
Brinker Capital Investments
Pennsylvania
$41.6M +$7.55M +141,318 +23%
Morgan Stanley
3
Morgan Stanley
New York
$40.5M +$3.89M +72,867 +11%
Bank of America
4
Bank of America
North Carolina
$39.1M -$853K -15,966 -2%
LPL Financial
5
LPL Financial
California
$35.8M +$2.12M +39,702 +6%
Ameriprise
6
Ameriprise
Minnesota
$35.2M -$179K -3,357 -0.5%
SWMG
7
Sanchez Wealth Management Group
Florida
$28.8M +$791K +14,804 +3%
Wells Fargo
8
Wells Fargo
California
$27.1M +$2.62M +49,006 +11%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$21.1M +$1.81M +33,912 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$14.5M -$1.61M -30,182 -10%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$11.8M +$1.13M +21,164 +11%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$8.87M +$295K +5,524 +4%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$8.18M -$387K -7,246 -5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$7.26M -$2.06M -38,539 -22%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.48M +$1.66M +31,060 +45%
UBS Group
16
UBS Group
Switzerland
$5.42M +$3.96M +74,094 +290%
AWA
17
Arkadios Wealth Advisors
Georgia
$4.12M +$713K +13,349 +21%
PAG
18
Private Advisor Group
New Jersey
$3.96M +$339K +6,336 +10%
EFL
19
ERn Financial LLC
Wisconsin
$3.06M
AAS
20
Avantax Advisory Services
Texas
$2.94M -$441K -8,248 -13%
MMA
21
Miracle Mile Advisors
California
$2.34M -$149K -2,794 -6%
CFA
22
Carroll Financial Associates
North Carolina
$2.34M +$11.9K +222 +0.5%
IAIM
23
International Assets Investment Management
Florida
$2.32M -$2.27M -42,434 -49%
PCM
24
Parsons Capital Management
Rhode Island
$2.13M -$155K -2,898 -7%
DAS
25
Dynamic Advisor Solutions
Arizona
$2M +$311K +5,816 +19%

JHML Hedge Fund Activity: Q2 2021 in Review

62 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q2 2021, worth a combined $466M — up 5% from $444M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JHML and 8 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 25 added.

The largest buyer was Brinker Capital Investments, adding an estimated $7.55M. The largest seller was IAM Advisory, exiting entirely with an estimated $20.9M sold.

  • 62 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q2 2021, down from 64 in Q1 2021.
  • Funds reported $466M of John Hancock Multifactor Large Cap ETF stock for Q2 2021, up 5% quarter-over-quarter.
  • 8 funds opened new John Hancock Multifactor Large Cap ETF positions in Q2 2021 and 10 closed out, a net change of -2 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q2 2021 was Brinker Capital Investments, an estimated $7.55M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q2 2021 was IAM Advisory, an estimated $20.9M sold.

Based on aggregated 13F filings for Q2 2021.