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John Hancock Multifactor Mid Cap ETF

97 hedge funds and large institutions have $1.25B invested in John Hancock Multifactor Mid Cap ETF in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

20% more funds holding

Funds holding: 8197 (+16)

16% more capital invested

Capital invested by funds: $1.08B → $1.25B (+$170M)

1.96% more ownership

Funds ownership: 78.79%80.75% (+2%)

Holders
97
Holders Change
+16
Holders Change %
+19.75%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
21
Increased
44
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
Magnus Financial Group
New York
$3.6M +$1.5M +39,614 +76%
AWA
27
Arkadios Wealth Advisors
Georgia
$3.55M +$3.33M +87,962 New
GVAG
28
Great Valley Advisor Group
Delaware
$3.46M +$236K +6,236 +8%
PCM
29
Parsons Capital Management
Rhode Island
$3.29M +$40.4K +1,069 +1%
CCM
30
Chilton Capital Management
Texas
$3.27M -$42K -1,110 -1%
EH
31
Equitable Holdings
New York
$3.17M +$3.06M +81,032 New
3AM
32
3D Asset Management
Connecticut
$2.73M +$258K +6,828 +11%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$2.65M +$1.26M +33,336 +98%
AG
34
Advisor Group
Arizona
$2.43M -$274K -7,236 -10%
RJA
35
Raymond James & Associates
Florida
$1.92M +$106K +2,809 +6%
SWP
36
Stratos Wealth Partners
Ohio
$1.74M +$95.2K +2,516 +6%
GC
37
Grimes & Company
Massachusetts
$1.62M +$208K +5,509 +15%
OIA
38
OneDigital Investment Advisors
Kansas
$1.57M +$99.1K +2,620 +7%
AC
39
Avestar Capital
New York
$1.54M -$33.5K -887 -2%
SEIA
40
Signature Estate & Investment Advisors
California
$1.52M -$97K -2,564 -6%
CAL
41
Capital Advisors Ltd
Ohio
$1.48M +$113K +2,996 +9%
IAA
42
Independent Advisor Alliance
North Carolina
$1.42M +$686K +18,139 +100%
EIA
43
Eldridge Investment Advisors
New Hampshire
$1.39M -$19.3K -510 -1%
APA
44
American Portfolios Advisors
New York
$1.35M -$5.67K -150 -0.4%
LWPC
45
Legacy Wealth Partners (California)
California
$1.33M +$1.25M +33,172 New
DAS
46
Dynamic Advisor Solutions
Arizona
$1.18M +$524K +13,857 +85%
RG
47
Retirement Group
California
$1.17M +$1.13M +29,877 New
AFM
48
Andesa Financial Management
Pennsylvania
$1.07M +$360K +9,531 +54%
CPO
49
Cerity Partners OCIO
New York
$845K -$11.7K -310 -1%
PPA
50
Parametric Portfolio Associates
Washington
$833K -$471K -12,452 -37%

JHMM Hedge Fund Activity: Q4 2019 in Review

97 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q4 2019, worth a combined $1.25B — up 16% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new JHMM positions and 4 closed out — a net gain of 17 holders — while 44 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $23M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $26.4M.

  • 97 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q4 2019, up from 81 in Q3 2019.
  • Funds reported $1.25B of John Hancock Multifactor Mid Cap ETF stock for Q4 2019, up 16% quarter-over-quarter.
  • 21 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q4 2019 and 4 closed out, a net change of +17 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q4 2019 was Bank of America, an estimated $23M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $26.4M sold.

Based on aggregated 13F filings for Q4 2019.