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John Hancock Multifactor Large Cap ETF

98 hedge funds and large institutions have $729M invested in John Hancock Multifactor Large Cap ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 33

0% more capital invested

Capital invested by funds: $727M → $729M (+$1.6M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less funds holding

Funds holding: 10098 (-2)

24.56% less ownership

Funds ownership: 101.06%76.5% (-25%)

Holders
98
Holders Change
-2
Holders Change %
-2%
% of All Funds
1.29%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
34
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Grimes & Company
Massachusetts
$117M -$1.6M -22,528 -1%
Ameriprise
2
Ameriprise
Minnesota
$105M +$16.1M +226,996 +18%
LPL Financial
3
LPL Financial
California
$77.2M +$8.18M +115,221 +12%
Wells Fargo
4
Wells Fargo
California
$58.8M +$882K +12,413 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$45.2M -$3.2M -44,992 -6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$33.4M +$478K +6,733 +1%
SWMG
7
Sanchez Wealth Management Group
Florida
$32.6M +$3.09M +43,444 +10%
Morgan Stanley
8
Morgan Stanley
New York
$30.2M +$72.3K +1,018 +0.2%
Bank of America
9
Bank of America
North Carolina
$29M -$337K -4,741 -1%
IA
10
IAM Advisory
Pennsylvania
$23.2M -$209K -2,942 -0.9%
UBS Group
11
UBS Group
Switzerland
$21.8M -$215K -3,020 -1%
KAS
12
Kestra Advisory Services
Texas
$18.2M +$220K +3,102 +1%
AAS
13
Avantax Advisory Services
Texas
$15.2M +$321K +4,522 +2%
FFG
14
Foundry Financial Group
New Hampshire
$9.79M -$71.7K -1,009 -0.7%
HIF
15
Hill Island Financial
Michigan
$9.73M -$15.7M -220,499 -61%
CFG
16
Cooper Financial Group
California
$8M -$502K -7,071 -6%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$5.29M -$264K -3,710 -5%
GAG
18
Goodman Advisory Group
Massachusetts
$5.05M -$369K -5,201 -7%
EFL
19
ERn Financial LLC
Wisconsin
$4.44M +$1.38M +19,492 +44%
CIAS
20
Capital Investment Advisory Services
North Carolina
$4.31M +$215K +3,020 +5%
SDWMA
21
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.15M +$419K +5,900 +11%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$3.91M -$497K -7,001 -11%
Raymond James Financial
23
Raymond James Financial
Florida
$3.75M +$3.82M +53,779 New
Jones Financial Companies
24
Jones Financial Companies
Missouri
$3.63M +$1.05M +14,793 +40%
PCM
25
Parsons Capital Management
Rhode Island
$3.13M -$39.5K -556 -1%

JHML Hedge Fund Activity: Q4 2024 in Review

98 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q4 2024, worth a combined $729M — up 0.22% from $727M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JHML positions and 7 closed out — a net gain of 3 holders — while 34 added to existing stakes and 33 trimmed.

The largest buyer was Ameriprise, adding an estimated $16.1M. The largest seller was International Assets Investment Management, cutting an estimated $242M.

  • 98 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q4 2024, down from 100 in Q3 2024.
  • Funds reported $729M of John Hancock Multifactor Large Cap ETF stock for Q4 2024, up 0.22% quarter-over-quarter.
  • 10 funds opened new John Hancock Multifactor Large Cap ETF positions in Q4 2024 and 7 closed out, a net change of +3 holders.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q4 2024 was Ameriprise, an estimated $16.1M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q4 2024 was International Assets Investment Management, an estimated $242M sold.

Based on aggregated 13F filings for Q4 2024.