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John Hancock Multifactor Large Cap ETF

100 hedge funds and large institutions have $670M invested in John Hancock Multifactor Large Cap ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

9% more funds holding

Funds holding: 92100 (+8)

2% more capital invested

Capital invested by funds: $656M → $670M (+$14.3M)

0.66% more ownership

Funds ownership: 74.61%75.28% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

Holders
100
Holders Change
+8
Holders Change %
+8.7%
% of All Funds
1.44%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
33
Reduced
34
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Grimes & Company
Massachusetts
$110M -$1.15M -18,035 -1%
Ameriprise
2
Ameriprise
Minnesota
$72.7M +$12.8M +201,255 +22%
LPL Financial
3
LPL Financial
California
$64.5M -$1.45M -22,748 -2%
Wells Fargo
4
Wells Fargo
California
$53.7M +$288K +4,505 +0.5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$47.6M +$3M +46,946 +7%
Morgan Stanley
6
Morgan Stanley
New York
$39.2M -$204K -3,200 -0.5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$30.8M +$134K +2,093 +0.4%
SWMG
8
Sanchez Wealth Management Group
Florida
$26.4M +$306K +4,790 +1%
Bank of America
9
Bank of America
North Carolina
$25.7M -$549K -8,592 -2%
HIF
10
Hill Island Financial
Michigan
$23.2M +$58.8K +921 +0.3%
IA
11
IAM Advisory
Pennsylvania
$22M -$109K -1,703 -0.5%
UBS Group
12
UBS Group
Switzerland
$20.2M -$323K -5,053 -2%
KAS
13
Kestra Advisory Services
Texas
$17.2M +$1.35M +21,069 +9%
AAS
14
Avantax Advisory Services
Texas
$13.4M +$584K +9,143 +5%
FFG
15
Foundry Financial Group
New Hampshire
$9.19M +$151K +2,372 +2%
CFG
16
Cooper Financial Group
California
$7.9M +$728K +11,409 +10%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$5.54M -$516K -8,085 -9%
GAG
18
Goodman Advisory Group
Massachusetts
$5.45M -$714K -11,177 -12%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$4.25M -$239K -3,738 -5%
PAG
20
Private Advisor Group
New Jersey
$3.84M -$217K -3,402 -5%
CIAS
21
Capital Investment Advisory Services
North Carolina
$3.59M +$14.3K +224 +0.4%
SDWMA
22
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.37M +$76.9K +1,204 +2%
WA
23
Win Advisors
Florida
$3M +$2.95M +46,133 New
PCM
24
Parsons Capital Management
Rhode Island
$2.81M +$14.6K +229 +0.5%
EFL
25
ERn Financial LLC
Wisconsin
$2.63M +$57.3K +897 +2%

JHML Hedge Fund Activity: Q2 2024 in Review

100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q2 2024, worth a combined $670M — up 2.2% from $656M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JHML positions and 2 closed out — a net gain of 9 holders — while 33 added to existing stakes and 34 trimmed.

The largest buyer was Ameriprise, adding an estimated $12.8M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $7.28M.

  • 100 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $670M of John Hancock Multifactor Large Cap ETF stock for Q2 2024, up 2.2% quarter-over-quarter.
  • 11 funds opened new John Hancock Multifactor Large Cap ETF positions in Q2 2024 and 2 closed out, a net change of +9 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q2 2024 was Ameriprise, an estimated $12.8M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q2 2024 was Cambridge Investment Research Advisors, an estimated $7.28M sold.

Based on aggregated 13F filings for Q2 2024.