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John Hancock Multifactor Large Cap ETF

75 hedge funds and large institutions have $494M invested in John Hancock Multifactor Large Cap ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

0.47% more ownership

Funds ownership: 69.32%69.79% (+0.47%)

6% less funds holding

Funds holding: 8075 (-5)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less capital invested

Capital invested by funds: $589M → $494M (-$94.8M)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.26%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
6
Increased
29
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Grimes & Company
Massachusetts
$80.6M +$250K +4,822 +0.3%
LPL Financial
2
LPL Financial
California
$48M +$415K +8,012 +0.8%
Wells Fargo
3
Wells Fargo
California
$45.1M +$2.27M +43,739 +5%
Morgan Stanley
4
Morgan Stanley
New York
$35.7M +$158K +3,056 +0.4%
Bank of America
5
Bank of America
North Carolina
$33.9M -$1.81M -34,889 -5%
Ameriprise
6
Ameriprise
Minnesota
$27.8M +$535K +10,317 +2%
SWMG
7
Sanchez Wealth Management Group
Florida
$25.3M +$296K +5,704 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$18.5M -$1.79M -34,582 -8%
IA
9
IAM Advisory
Pennsylvania
$18.2M +$350K +6,752 +2%
HIF
10
Hill Island Financial
Michigan
$15.3M +$810K +15,620 +5%
GAG
11
Goodman Advisory Group
Massachusetts
$14.9M -$4.37M -84,371 -21%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$11.6M +$88.9K +1,715 +0.7%
CAP
13
Columbia Advisory Partners
Washington
$10.9M -$178K -3,428 -1%
AWA
14
Arkadios Wealth Advisors
Georgia
$9.04M +$1.77M +34,061 +22%
UBS Group
15
UBS Group
Switzerland
$9.01M -$569K -10,970 -5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$8.99M +$1.33M +25,731 +16%
PAG
17
Private Advisor Group
New Jersey
$8.9M +$252K +4,856 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$7.76M +$536K +10,335 +7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$7.55M -$288K -5,557 -3%
AAS
20
Avantax Advisory Services
Texas
$5.45M +$965K +18,619 +19%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$4.13M -$508K -9,801 -10%
CFG
22
Cooper Financial Group
California
$4.1M +$4.46M +86,075 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3.69M +$652K +12,572 +19%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.41M -$106K -2,052 -3%
DAS
25
Dynamic Advisor Solutions
Arizona
$2.67M +$416K +8,021 +17%

JHML Hedge Fund Activity: Q2 2022 in Review

75 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q2 2022, worth a combined $494M — down 16% from $589M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of JHML and 6 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 29 added.

The largest buyer was Cooper Financial Group, opening a new position worth an estimated $4.46M. The largest seller was Fortress Wealth Management, exiting entirely with an estimated $4.68M sold.

  • 75 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q2 2022, down from 80 in Q1 2022.
  • Funds reported $494M of John Hancock Multifactor Large Cap ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 6 funds opened new John Hancock Multifactor Large Cap ETF positions in Q2 2022 and 11 closed out, a net change of -5 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q2 2022 was Cooper Financial Group, an estimated $4.46M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q2 2022 was Fortress Wealth Management, an estimated $4.68M sold.

Based on aggregated 13F filings for Q2 2022.