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John Hancock Multifactor Large Cap ETF

88 hedge funds and large institutions have $507M invested in John Hancock Multifactor Large Cap ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

1% more funds holding

Funds holding: 8788 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.5% less ownership

Funds ownership: 68.62%68.12% (-0.5%)

5% less capital invested

Capital invested by funds: $531M → $507M (-$24.5M)

20% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 35

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.4%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
5
Increased
28
Reduced
35
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Grimes & Company
Massachusetts
$89.6M +$1.7M +30,843 +2%
LPL Financial
2
LPL Financial
California
$52.5M +$4.79M +87,023 +10%
Wells Fargo
3
Wells Fargo
California
$43M -$2.22M -40,337 -5%
Ameriprise
4
Ameriprise
Minnesota
$34.3M +$2.22M +40,253 +7%
Morgan Stanley
5
Morgan Stanley
New York
$31.9M -$26.4K -480 -0.1%
SWMG
6
Sanchez Wealth Management Group
Florida
$25.5M +$322K +5,851 +1%
Bank of America
7
Bank of America
North Carolina
$22.8M -$1.21M -22,007 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$22M +$198K +3,599 +0.9%
HIF
9
Hill Island Financial
Michigan
$19.1M +$178K +3,240 +0.9%
IA
10
IAM Advisory
Pennsylvania
$18.5M -$630K -11,442 -3%
UBS Group
11
UBS Group
Switzerland
$17.4M -$332K -6,034 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$14.9M +$3.68M +66,822 +31%
KAS
13
Kestra Advisory Services
Texas
$11.7M +$3.6M +65,306 +42%
AAS
14
Avantax Advisory Services
Texas
$9.39M +$984K +17,882 +11%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.26M +$171K +3,107 +2%
GAG
16
Goodman Advisory Group
Massachusetts
$7.25M -$3.15M -57,180 -29%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.83M -$7.25M -131,699 -51%
CFG
18
Cooper Financial Group
California
$5.58M +$362K +6,579 +7%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$5.2M -$6.14M -111,448 -53%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$3.9M -$167K -3,025 -4%
WA
21
Win Advisors
Florida
$3.14M +$3.26M +59,306 New
CIAS
22
Capital Investment Advisory Services
North Carolina
$2.91M +$21.4K +389 +0.7%
PAG
23
Private Advisor Group
New Jersey
$2.85M -$20.5K -372 -0.7%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.6M -$93K -1,689 -3%
PCM
25
Parsons Capital Management
Rhode Island
$2.27M +$6K +109 +0.3%

JHML Hedge Fund Activity: Q3 2023 in Review

88 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q3 2023, worth a combined $507M — down 4.6% from $531M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHML positions and 4 closed out — a net gain of 1 holder — while 28 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.79M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $7.25M.

  • 88 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q3 2023, up from 87 in Q2 2023.
  • Funds reported $507M of John Hancock Multifactor Large Cap ETF stock for Q3 2023, down 4.6% quarter-over-quarter.
  • 5 funds opened new John Hancock Multifactor Large Cap ETF positions in Q3 2023 and 4 closed out, a net change of +1 holder.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q3 2023 was LPL Financial, an estimated $4.79M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q3 2023 was Cambridge Investment Research Advisors, an estimated $7.25M sold.

Based on aggregated 13F filings for Q3 2023.