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John Hancock Multifactor Large Cap ETF

87 hedge funds and large institutions have $531M invested in John Hancock Multifactor Large Cap ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more capital invested

Capital invested by funds: $474M → $531M (+$56.7M)

2% more funds holding

Funds holding: 8587 (+2)

0.64% more ownership

Funds ownership: 67.98%68.62% (+0.64%)

10% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 31

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
6
Increased
28
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Grimes & Company
Massachusetts
$91.1M +$1.6M +30,543 +2%
LPL Financial
2
LPL Financial
California
$49.6M +$3.08M +58,651 +7%
Wells Fargo
3
Wells Fargo
California
$46.7M -$449K -8,554 -1%
Ameriprise
4
Ameriprise
Minnesota
$33.3M +$882K +16,809 +3%
Morgan Stanley
5
Morgan Stanley
New York
$33.1M -$3.37M -64,270 -10%
SWMG
6
Sanchez Wealth Management Group
Florida
$26M +$250K +4,759 +1%
Bank of America
7
Bank of America
North Carolina
$24.8M -$699K -13,325 -3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$22.6M +$1.08M +20,667 +5%
IA
9
IAM Advisory
Pennsylvania
$19.8M -$121K -2,309 -0.6%
HIF
10
Hill Island Financial
Michigan
$19.6M +$343K +6,541 +2%
UBS Group
11
UBS Group
Switzerland
$18.3M +$5.17M +98,564 +42%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$14.3M -$283K -5,398 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.8M +$1.05M +20,009 +10%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$11.5M -$783K -14,923 -7%
GAG
15
Goodman Advisory Group
Massachusetts
$10.6M -$3.01M -57,409 -23%
AAS
16
Avantax Advisory Services
Texas
$8.74M +$877K +16,715 +12%
KAS
17
Kestra Advisory Services
Texas
$8.48M +$690K +13,162 +9%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.38M +$117K +2,230 +1%
CFG
19
Cooper Financial Group
California
$5.42M +$199K +3,796 +4%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$4.2M -$143K -2,734 -3%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$3.98M -$265K -5,056 -7%
BCI
22
Brinker Capital Investments
Pennsylvania
$3.12M +$1.49M +28,364 +99%
OPS
23
Orion Portfolio Solutions
Nebraska
$3.12M +$1.49M +28,364 +99%
CIAS
24
Capital Investment Advisory Services
North Carolina
$2.99M +$31.8K +607 +1%
PAG
25
Private Advisor Group
New Jersey
$2.97M -$790K -15,063 -22%

JHML Hedge Fund Activity: Q2 2023 in Review

87 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q2 2023, worth a combined $531M — up 12% from $474M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHML positions and 4 closed out — a net gain of 2 holders — while 28 added to existing stakes and 31 trimmed.

The largest buyer was UBS Group, adding an estimated $5.17M. The largest seller was Morgan Stanley, cutting an estimated $3.37M.

  • 87 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q2 2023, up from 85 in Q1 2023.
  • Funds reported $531M of John Hancock Multifactor Large Cap ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 6 funds opened new John Hancock Multifactor Large Cap ETF positions in Q2 2023 and 4 closed out, a net change of +2 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q2 2023 was UBS Group, an estimated $5.17M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q2 2023 was Morgan Stanley, an estimated $3.37M sold.

Based on aggregated 13F filings for Q2 2023.