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John Hancock Multifactor Large Cap ETF

85 hedge funds and large institutions have $474M invested in John Hancock Multifactor Large Cap ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

0.62% less ownership

Funds ownership: 68.6%67.98% (-0.62%)

4% less capital invested

Capital invested by funds: $492M → $474M (-$18.1M)

3% less funds holding

Funds holding: 8885 (-3)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
85
Holders Change
-3
Holders Change %
-3.41%
% of All Funds
1.35%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
7
Increased
31
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Grimes & Company
Massachusetts
$84.4M +$159K +3,109 +0.2%
Wells Fargo
2
Wells Fargo
California
$44.5M -$785K -15,367 -2%
LPL Financial
3
LPL Financial
California
$43.8M -$1.48M -28,997 -3%
Morgan Stanley
4
Morgan Stanley
New York
$34.5M -$3.4M -66,597 -9%
Ameriprise
5
Ameriprise
Minnesota
$30.6M +$925K +18,103 +3%
SWMG
6
Sanchez Wealth Management Group
Florida
$24.3M -$143K -2,802 -0.6%
Bank of America
7
Bank of America
North Carolina
$24.1M -$13.4M -262,710 -36%
IA
8
IAM Advisory
Pennsylvania
$18.8M -$370K -7,235 -2%
HIF
9
Hill Island Financial
Michigan
$18.1M +$860K +16,827 +5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$13.8M +$584K +11,438 +4%
GAG
11
Goodman Advisory Group
Massachusetts
$13M -$121K -2,363 -0.9%
UBS Group
12
UBS Group
Switzerland
$12.2M +$37.5K +734 +0.3%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$11.6M -$323K -6,321 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$10.1M +$623K +12,184 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.79M +$312K +6,107 +4%
AAS
16
Avantax Advisory Services
Texas
$7.38M -$83.2K -1,628 -1%
KAS
17
Kestra Advisory Services
Texas
$7.32M -$190K -3,728 -3%
CFG
18
Cooper Financial Group
California
$4.91M +$175K +3,430 +4%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$4.11M -$82.7K -1,619 -2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$4.02M -$308K -6,033 -7%
PAG
21
Private Advisor Group
New Jersey
$3.58M -$131K -2,557 -4%
CAP
22
Columbia Advisory Partners
Washington
$3.05M -$9.97M -195,045 -77%
DAS
23
Dynamic Advisor Solutions
Arizona
$3.04M -$297K -5,812 -9%
EFL
24
ERn Financial LLC
Wisconsin
$2.84M -$14.9K -291 -0.5%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.82M -$528K -10,328 -16%

JHML Hedge Fund Activity: Q1 2023 in Review

85 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q1 2023, worth a combined $474M — down 3.7% from $492M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JHML and 7 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 31 added.

The largest buyer was Orion Portfolio Solutions, opening a new position worth an estimated $1.46M. The largest seller was Bank of America, cutting an estimated $13.4M.

  • 85 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q1 2023, down from 88 in Q4 2022.
  • Funds reported $474M of John Hancock Multifactor Large Cap ETF stock for Q1 2023, down 3.7% quarter-over-quarter.
  • 7 funds opened new John Hancock Multifactor Large Cap ETF positions in Q1 2023 and 8 closed out, a net change of -1 holder.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q1 2023 was Orion Portfolio Solutions, an estimated $1.46M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q1 2023 was Bank of America, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2023.