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John Hancock Multifactor Large Cap ETF

75 hedge funds and large institutions have $587M invested in John Hancock Multifactor Large Cap ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

25% more capital invested

Capital invested by funds: $470M → $587M (+$116M)

19% more funds holding

Funds holding: 6375 (+12)

8.39% more ownership

Funds ownership: 64.99%73.38% (+8.4%)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

Holders
75
Holders Change
+12
Holders Change %
+19.05%
% of All Funds
1.15%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
17
Increased
21
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Grimes & Company
Massachusetts
$99.5M +$1.05M +18,169 +1%
Wells Fargo
2
Wells Fargo
California
$52.2M +$5.52M +95,499 +12%
Morgan Stanley
3
Morgan Stanley
New York
$46.2M -$2.16M -37,443 -5%
Bank of America
4
Bank of America
North Carolina
$44.5M +$812K +14,051 +2%
LPL Financial
5
LPL Financial
California
$41.5M +$1.37M +23,631 +4%
SWMG
6
Sanchez Wealth Management Group
Florida
$30.7M -$1.16M -20,092 -4%
Ameriprise
7
Ameriprise
Minnesota
$25.9M -$1.02M -17,604 -4%
GAG
8
Goodman Advisory Group
Massachusetts
$25.2M +$24.5M +423,125 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$24.8M +$1.09M +18,912 +5%
IA
10
IAM Advisory
Pennsylvania
$22M +$31.4K +543 +0.1%
HIF
11
Hill Island Financial
Michigan
$17.3M +$16.9M +291,832 New
CAP
12
Columbia Advisory Partners
Washington
$13.8M +$13.4M +232,430 New
UBS Group
13
UBS Group
Switzerland
$13.7M +$858K +14,839 +7%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$13.4M +$184K +3,185 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$9.76M +$138K +2,394 +1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.46M -$1.35M -23,395 -13%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$8.42M +$126K +2,182 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$7.93M +$1.22M +21,092 +19%
BCI
19
Brinker Capital Investments
Pennsylvania
$7.46M -$2.03M -35,167 -22%
AWA
20
Arkadios Wealth Advisors
Georgia
$6.22M +$857K +14,814 +16%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$5.98M -$505K -8,727 -8%
AAS
22
Avantax Advisory Services
Texas
$5.3M +$2.27M +39,287 +79%
PAG
23
Private Advisor Group
New Jersey
$4.91M +$50.2K +868 +1%
FWM
24
Fortress Wealth Management
California
$4.71M +$4.58M +79,183 New
EFL
25
ERn Financial LLC
Wisconsin
$3.33M

JHML Hedge Fund Activity: Q4 2021 in Review

75 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q4 2021, worth a combined $587M — up 25% from $470M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JHML positions and 5 closed out — a net gain of 12 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.52M. The largest seller was Carroll Financial Associates, exiting entirely with an estimated $2.3M sold.

  • 75 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q4 2021, up from 63 in Q3 2021.
  • Funds reported $587M of John Hancock Multifactor Large Cap ETF stock for Q4 2021, up 25% quarter-over-quarter.
  • 17 funds opened new John Hancock Multifactor Large Cap ETF positions in Q4 2021 and 5 closed out, a net change of +12 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q4 2021 was Wells Fargo, an estimated $5.52M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q4 2021 was Carroll Financial Associates, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2021.