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John Hancock Multifactor Large Cap ETF

63 hedge funds and large institutions have $470M invested in John Hancock Multifactor Large Cap ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 6263 (+1)

1% more capital invested

Capital invested by funds: $466M → $470M (+$4.06M)

0.22% less ownership

Funds ownership: 65.22%64.99% (-0.22%)

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
8
Increased
26
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Grimes & Company
Massachusetts
$90.1M +$844K +15,145 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$44.3M +$3.87M +69,450 +9%
Wells Fargo
3
Wells Fargo
California
$42.6M +$15.8M +283,898 +57%
Bank of America
4
Bank of America
North Carolina
$39.9M +$879K +15,764 +2%
LPL Financial
5
LPL Financial
California
$36.7M +$874K +15,669 +2%
SWMG
6
Sanchez Wealth Management Group
Florida
$29.2M +$459K +8,238 +2%
Ameriprise
7
Ameriprise
Minnesota
$24.6M -$10.9M -194,920 -30%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$21.6M +$586K +10,511 +3%
IA
9
IAM Advisory
Pennsylvania
$20.8M +$21M +376,736 New
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$12.1M +$275K +4,931 +2%
UBS Group
11
UBS Group
Switzerland
$11.7M +$6.47M +116,037 +116%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.93M -$4.64M -83,218 -31%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$8.8M -$69.6K -1,249 -0.8%
BCI
14
Brinker Capital Investments
Pennsylvania
$8.74M -$33.6M -603,001 -79%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$7.59M +$336K +6,021 +5%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.11M +$643K +11,533 +11%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$5.95M -$2.29M -41,078 -27%
AWA
18
Arkadios Wealth Advisors
Georgia
$4.89M +$783K +14,038 +19%
PAG
19
Private Advisor Group
New Jersey
$4.44M +$502K +8,994 +12%
EFL
20
ERn Financial LLC
Wisconsin
$3.05M -$5.91K -106 -0.2%
AAS
21
Avantax Advisory Services
Texas
$2.71M -$227K -4,064 -8%
MMA
22
Miracle Mile Advisors
California
$2.44M +$105K +1,883 +4%
CFA
23
Carroll Financial Associates
North Carolina
$2.3M -$42.3K -758 -2%
DAS
24
Dynamic Advisor Solutions
Arizona
$2.23M +$236K +4,225 +11%
KAS
25
Kestra Advisory Services
Texas
$2.09M +$213K +3,822 +11%

JHML Hedge Fund Activity: Q3 2021 in Review

63 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q3 2021, worth a combined $470M — up 0.87% from $466M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JHML positions and 7 closed out — a net gain of 1 holder — while 26 added to existing stakes and 13 trimmed.

The largest buyer was IAM Advisory, opening a new position worth an estimated $21M. The largest seller was Brinker Capital Investments, cutting an estimated $33.6M.

  • 63 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q3 2021, up from 62 in Q2 2021.
  • Funds reported $470M of John Hancock Multifactor Large Cap ETF stock for Q3 2021, up 0.87% quarter-over-quarter.
  • 8 funds opened new John Hancock Multifactor Large Cap ETF positions in Q3 2021 and 7 closed out, a net change of +1 holder.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q3 2021 was IAM Advisory, an estimated $21M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $33.6M sold.

Based on aggregated 13F filings for Q3 2021.