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John Hancock Multifactor Large Cap ETF

80 hedge funds and large institutions have $589M invested in John Hancock Multifactor Large Cap ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more funds holding

Funds holding: 7580 (+5)

0% more capital invested

Capital invested by funds: $587M → $589M (+$2.2M)

4.06% less ownership

Funds ownership: 73.38%69.32% (-4.1%)

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
12
Increased
29
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Grimes & Company
Massachusetts
$95.6M +$628K +11,238 +0.7%
LPL Financial
2
LPL Financial
California
$56.6M +$16.8M +301,219 +43%
Wells Fargo
3
Wells Fargo
California
$51.2M +$1.4M +25,101 +3%
Bank of America
4
Bank of America
North Carolina
$42.4M -$79.6K -1,425 -0.2%
Morgan Stanley
5
Morgan Stanley
New York
$42.3M -$1.7M -30,379 -4%
Ameriprise
6
Ameriprise
Minnesota
$32.6M +$7.78M +139,237 +32%
SWMG
7
Sanchez Wealth Management Group
Florida
$29.7M +$404K +7,237 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$24M +$388K +6,954 +2%
GAG
9
Goodman Advisory Group
Massachusetts
$22.5M -$1.45M -25,951 -6%
IA
10
IAM Advisory
Pennsylvania
$21.2M -$152K -2,718 -0.7%
HIF
11
Hill Island Financial
Michigan
$17.3M +$720K +12,890 +4%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$13.7M +$892K +15,964 +7%
CAP
13
Columbia Advisory Partners
Washington
$13.2M +$1.96K +35 +0%
UBS Group
14
UBS Group
Switzerland
$11.3M -$1.7M -30,508 -13%
PAG
15
Private Advisor Group
New Jersey
$10.3M +$5.54M +99,202 +120%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.29M +$268K +4,792 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$9.23M -$73.6K -1,318 -0.8%
AWA
18
Arkadios Wealth Advisors
Georgia
$8.82M +$2.84M +50,924 +49%
Osaic Holdings
19
Osaic Holdings
Arizona
$8.64M +$1.06M +19,020 +14%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$5.47M -$228K -4,085 -4%
AAS
21
Avantax Advisory Services
Texas
$5.43M +$365K +6,533 +7%
FWM
22
Fortress Wealth Management
California
$4.68M +$190K +3,406 +4%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$4.17M -$3.8M -68,030 -48%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$3.68M +$1.15M +20,617 +47%
BCI
25
Brinker Capital Investments
Pennsylvania
$3.33M -$3.73M -66,731 -53%

JHML Hedge Fund Activity: Q1 2022 in Review

80 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q1 2022, worth a combined $589M — up 0.37% from $587M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JHML positions and 7 closed out — a net gain of 5 holders — while 29 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $16.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.8M.

  • 80 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q1 2022, up from 75 in Q4 2021.
  • Funds reported $589M of John Hancock Multifactor Large Cap ETF stock for Q1 2022, up 0.37% quarter-over-quarter.
  • 12 funds opened new John Hancock Multifactor Large Cap ETF positions in Q1 2022 and 7 closed out, a net change of +5 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q1 2022 was LPL Financial, an estimated $16.8M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $3.8M sold.

Based on aggregated 13F filings for Q1 2022.