We are live on ! Find out more
JHML icon

John Hancock Multifactor Large Cap ETF

98 hedge funds and large institutions have $687M invested in John Hancock Multifactor Large Cap ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 9898 (0)

1.44% less ownership

Funds ownership: 76.5%75.06% (-1.4%)

6% less capital invested

Capital invested by funds: $729M → $687M (-$42.5M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

62% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 47

Holders
98
Holders Change
Holders Change %
0%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
9
Increased
18
Reduced
47
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Grimes & Company
Massachusetts
$111M -$2.39M -34,009 -2%
Ameriprise
2
Ameriprise
Minnesota
$95.2M -$7.75M -110,187 -7%
LPL Financial
3
LPL Financial
California
$73.9M -$874K -12,428 -1%
Wells Fargo
4
Wells Fargo
California
$58.4M +$1.51M +21,414 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$42M -$1.9M -26,996 -4%
SWMG
6
Sanchez Wealth Management Group
Florida
$32.5M +$1.04M +14,842 +3%
Morgan Stanley
7
Morgan Stanley
New York
$31.7M +$2.56M +36,382 +8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$31.4M -$950K -13,507 -3%
Bank of America
9
Bank of America
North Carolina
$28.1M +$69.1K +983 +0.2%
IA
10
IAM Advisory
Pennsylvania
$21.9M -$612K -8,709 -3%
KAS
11
Kestra Advisory Services
Texas
$17.8M +$236K +3,349 +1%
UBS Group
12
UBS Group
Switzerland
$17.1M -$4.22M -59,990 -19%
AAS
13
Avantax Advisory Services
Texas
$14.7M -$20.5K -292 -0.1%
FFG
14
Foundry Financial Group
New Hampshire
$9.53M +$58.3K +829 +0.6%
CFG
15
Cooper Financial Group
California
$7.54M -$209K -2,968 -3%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$5.26M +$1.85M +26,343 +51%
EFL
17
ERn Financial LLC
Wisconsin
$5.06M +$797K +11,340 +18%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$5.05M -$77.3K -1,099 -1%
GAG
19
Goodman Advisory Group
Massachusetts
$4.55M -$349K -4,962 -7%
SDWMA
20
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.18M +$166K +2,361 +4%
CIAS
21
Capital Investment Advisory Services
North Carolina
$4.17M +$4.36K +62 +0.1%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$3.51M -$289K -4,103 -7%
Raymond James Financial
23
Raymond James Financial
Florida
$3.45M -$184K -2,611 -5%
SW
24
Simplicity Wealth
New Jersey
$3.1M +$3.23M +45,989 New
JSW
25
Journey Strategic Wealth
New Jersey
$3.05M +$1.82M +25,916 +134%

JHML Hedge Fund Activity: Q1 2025 in Review

98 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Large Cap ETF (JHML) for Q1 2025, worth a combined $687M — down 5.8% from $729M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JHML positions and 8 closed out — a net gain of 1 holder — while 18 added to existing stakes and 47 trimmed.

The largest buyer was Simplicity Wealth, opening a new position worth an estimated $3.23M. The largest seller was Hill Island Financial, cutting an estimated $9.46M.

  • 98 institutional investors held John Hancock Multifactor Large Cap ETF (JHML) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $687M of John Hancock Multifactor Large Cap ETF stock for Q1 2025, down 5.8% quarter-over-quarter.
  • 9 funds opened new John Hancock Multifactor Large Cap ETF positions in Q1 2025 and 8 closed out, a net change of +1 holder.
  • The largest John Hancock Multifactor Large Cap ETF buyer in Q1 2025 was Simplicity Wealth, an estimated $3.23M added.
  • The largest John Hancock Multifactor Large Cap ETF seller in Q1 2025 was Hill Island Financial, an estimated $9.46M sold.

Based on aggregated 13F filings for Q1 2025.