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John Hancock Multifactor Large Cap ETF

100 hedge funds and large institutions have $727M invested in John Hancock Multifactor Large Cap ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25.78% more ownership

Funds ownership: 75.28%101.06% (+26%)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

9% more capital invested

Capital invested by funds: $670M → $727M (+$57M)

0% more funds holding

Funds holding: 100100 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

23% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 39

Holders
100
Holders Change
Holders Change %
0%
% 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
10
Increased
30
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Grimes & Company
Massachusetts
$119M +$1.08M +16,179 +1%
Ameriprise
2
Ameriprise
Minnesota
$89M +$10.9M +163,351 +15%
LPL Financial
3
LPL Financial
California
$68.9M +$333 +5 +0%
Wells Fargo
4
Wells Fargo
California
$57.8M +$365K +5,479 +0.7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$48.2M -$2.49M -37,479 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$32.9M -$84.9K -1,275 -0.3%
Morgan Stanley
7
Morgan Stanley
New York
$30.1M -$11.3M -170,140 -28%
SWMG
8
Sanchez Wealth Management Group
Florida
$29.5M +$1.26M +18,933 +5%
Bank of America
9
Bank of America
North Carolina
$29.2M +$1.72M +25,810 +7%
HIF
10
Hill Island Financial
Michigan
$25M +$265K +3,979 +1%
IA
11
IAM Advisory
Pennsylvania
$23.3M -$116K -1,744 -0.5%
UBS Group
12
UBS Group
Switzerland
$22M +$316K +4,744 +2%
KAS
13
Kestra Advisory Services
Texas
$17.9M -$395K -5,937 -2%
AAS
14
Avantax Advisory Services
Texas
$14.8M +$436K +6,556 +3%
FFG
15
Foundry Financial Group
New Hampshire
$9.83M +$12.2K +183 +0.1%
CFG
16
Cooper Financial Group
California
$8.47M +$25.4K +381 +0.3%
ECA
17
Elevation Capital Advisory
Oregon
$7.02M +$6.72M +101,029 New
GM
18
GeoWealth Management
Illinois
$7.02M +$6.72M +101,029 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$5.53M -$369K -5,550 -7%
GAG
20
Goodman Advisory Group
Massachusetts
$5.39M -$413K -6,198 -7%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$4.36M -$145K -2,184 -3%
CIAS
22
Capital Investment Advisory Services
North Carolina
$4.08M +$241K +3,620 +7%
PAG
23
Private Advisor Group
New Jersey
$3.95M -$144K -2,162 -4%
SDWMA
24
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.73M +$125K +1,874 +4%
PCM
25
Parsons Capital Management
Rhode Island
$3.16M +$152K +2,280 +5%

JHML Hedge Fund Activity: Q3 2024 in Review

100 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q3 2024, worth a combined $727M — up 8.5% from $670M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JHML positions and 8 closed out — a net gain of 2 holders — while 30 added to existing stakes and 39 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $226M. The largest seller was Morgan Stanley, cutting an estimated $11.3M.

  • 100 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $727M of John Hancock Multifactor Large Cap ETF stock for Q3 2024, up 8.5% quarter-over-quarter.
  • 10 funds opened new John Hancock Multifactor Large Cap ETF positions in Q3 2024 and 8 closed out, a net change of +2 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $226M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q3 2024 was Morgan Stanley, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2024.