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John Hancock Multifactor Large Cap ETF

91 hedge funds and large institutions have $603M invested in John Hancock Multifactor Large Cap ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

19% more capital invested

Capital invested by funds: $507M → $603M (+$96.3M)

10.13% more ownership

Funds ownership: 68.12%78.25% (+10%)

3% more funds holding

Funds holding: 8891 (+3)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
11
Increased
30
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Grimes & Company
Massachusetts
$100M +$624K +11,354 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$69.9M +$32.3M +587,496 +98%
LPL Financial
3
LPL Financial
California
$61.4M +$2.89M +52,670 +5%
Ameriprise
4
Ameriprise
Minnesota
$50.5M +$11.7M +212,285 +33%
Wells Fargo
5
Wells Fargo
California
$49.6M +$1.81M +32,972 +4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$27.7M +$3.11M +56,656 +14%
Bank of America
7
Bank of America
North Carolina
$24.7M -$507K -9,227 -2%
SWMG
8
Sanchez Wealth Management Group
Florida
$23.1M -$4.77M -86,715 -18%
HIF
9
Hill Island Financial
Michigan
$21.7M +$492K +8,954 +2%
IA
10
IAM Advisory
Pennsylvania
$20.3M -$164K -2,977 -0.9%
UBS Group
11
UBS Group
Switzerland
$19.2M -$118K -2,154 -0.7%
KAS
12
Kestra Advisory Services
Texas
$13.1M +$165K +3,004 +1%
AAS
13
Avantax Advisory Services
Texas
$10.8M +$354K +6,432 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$9.33M +$156K +2,847 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$7.68M -$8.29M -150,910 -54%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.49M -$83.2K -1,514 -1%
FFG
17
Foundry Financial Group
New Hampshire
$7.48M +$6.99M +127,129 New
CFG
18
Cooper Financial Group
California
$6.41M +$206K +3,745 +4%
GAG
19
Goodman Advisory Group
Massachusetts
$5.9M -$2M -36,464 -27%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$5.4M -$344K -6,263 -6%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$4.22M -$103K -1,877 -3%
PAG
22
Private Advisor Group
New Jersey
$3.91M +$703K +12,788 +24%
CIAS
23
Capital Investment Advisory Services
North Carolina
$3.23M +$1.1K +20 +0%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.86M -$21.3K -388 -0.8%
SDWMA
25
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.65M +$153K +2,775 +7%

JHML Hedge Fund Activity: Q4 2023 in Review

91 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q4 2023, worth a combined $603M — up 19% from $507M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JHML positions and 7 closed out — a net gain of 4 holders — while 30 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.3M. The largest seller was Osaic Holdings, cutting an estimated $8.29M.

  • 91 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q4 2023, up from 88 in Q3 2023.
  • Funds reported $603M of John Hancock Multifactor Large Cap ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 11 funds opened new John Hancock Multifactor Large Cap ETF positions in Q4 2023 and 7 closed out, a net change of +4 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $32.3M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q4 2023 was Osaic Holdings, an estimated $8.29M sold.

Based on aggregated 13F filings for Q4 2023.