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John Hancock Multifactor Large Cap ETF
JHML

92 hedge funds and large institutions have $656M invested in John Hancock Multifactor Large Cap ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $603M → $656M (+$53.3M)

1% more funds holding

Funds holding: 91 → 92 (+1)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

3.63% less ownership

Funds ownership: 78.25% → 74.61% (-3.6%)

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
6
Increased
28
Reduced
38
Closed
5
Calls
$86K
Puts
–
Net Calls
+$86K
Net Calls Change
+$86K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32.2M
2
Ameriprise
Ameriprise
Minnesota
+$3.56M
3
IAIM
International Assets Investment Management
Florida
+$1.31M
4
NA
NewEdge Advisors
Louisiana
+$1.26M
5
KAS
Kestra Advisory Services
Texas
+$1.24M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$35.6M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.27M
3
LPL Financial
LPL Financial
California
-$1.71M
4
Wells Fargo
Wells Fargo
California
-$1.31M
5
Bank of America
Bank of America
North Carolina
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Grimes & Company
Massachusetts
$111M +$570K +9,320 +0.5%
LPL Financial
2
LPL Financial
California
$65.8M -$1.71M -27,901 -3%
Ameriprise
3
Ameriprise
Minnesota
$59.4M +$3.56M +58,206 +7%
Wells Fargo
4
Wells Fargo
California
$53.2M -$1.31M -21,429 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$44.4M +$32.2M +526,461 +332%
Morgan Stanley
6
Morgan Stanley
New York
$39.3M -$35.6M -582,798 -49%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$30.6M +$64.1K +1,049 +0.2%
Bank of America
8
Bank of America
North Carolina
$26.1M -$1.04M -16,946 -4%
SWMG
9
Sanchez Wealth Management Group
Florida
$26M +$447K +7,306 +2%
HIF
10
Hill Island Financial
Michigan
$23M -$858K -14,030 -4%
IA
11
IAM Advisory
Pennsylvania
$22M -$380K -6,219 -2%
UBS Group
12
UBS Group
Switzerland
$20.5M -$581K -9,508 -3%
KAS
13
Kestra Advisory Services
Texas
$15.7M +$1.24M +20,251 +9%
AAS
14
Avantax Advisory Services
Texas
$12.8M +$867K +14,186 +8%
FFG
15
Foundry Financial Group
New Hampshire
$9M +$728K +11,913 +9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$8.04M -$196K -3,199 -3%
CFG
17
Cooper Financial Group
California
$7.13M +$67.8K +1,109 +1%
GAG
18
Goodman Advisory Group
Massachusetts
$6.15M -$326K -5,333 -5%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$6.04M +$92.9K +1,519 +2%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$4.47M -$159K -2,603 -4%
PAG
21
Private Advisor Group
New Jersey
$4.04M -$252K -4,127 -6%
CIAS
22
Capital Investment Advisory Services
North Carolina
$3.56M +$6.05K +99 +0.2%
SDWMA
23
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.28M +$345K +5,646 +13%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.88M -$5.27M -86,151 -66%
PCM
25
Parsons Capital Management
Rhode Island
$2.78M +$34.9K +570 +1%
1
2 3 4

JHML Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q1 2024, worth a combined $656M — up 8.8% from $603M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHML positions and 5 closed out — a net gain of 1 holder — while 28 added to existing stakes and 38 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $32.2M. The largest seller was Morgan Stanley, cutting an estimated $35.6M.

  • 92 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q1 2024, up from 91 in Q4 2023.
  • Funds reported $656M of John Hancock Multifactor Large Cap ETF stock for Q1 2024, up 8.8% quarter-over-quarter.
  • 6 funds opened new John Hancock Multifactor Large Cap ETF positions in Q1 2024 and 5 closed out, a net change of +1 holder.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $32.2M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $35.6M sold.

Based on aggregated 13F filings for Q1 2024.