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John Hancock Multifactor Mid Cap ETF

91 hedge funds and large institutions have $1.16B invested in John Hancock Multifactor Mid Cap ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.07B → $1.16B (+$87.9M)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.96% less ownership

Funds ownership: 75.37%74.4% (-0.96%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 9291 (-1)

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
36
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Chilton Capital Management
Texas
$3.82M -$339K -9,094 -8%
GC
27
Grimes & Company
Massachusetts
$3.75M -$26K -699 -0.7%
BEAM
28
Baker Ellis Asset Management
Washington
$3.51M +$440K +11,820 +14%
AWA
29
Arkadios Wealth Advisors
Georgia
$3.15M -$1.59M -42,791 -35%
3AM
30
3D Asset Management
Connecticut
$2.83M -$9.91K -266 -0.4%
AFM
31
Andesa Financial Management
Pennsylvania
$2.62M +$1.42M +38,021 +120%
IWC
32
Integrated Wealth Concepts
Massachusetts
$2.49M +$2.46M +66,147 New
OIA
33
OneDigital Investment Advisors
Kansas
$2.22M -$75.3K -2,022 -3%
PCM
34
Parsons Capital Management
Rhode Island
$2.2M +$596 +16 +0%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$2.03M -$1.23M -32,982 -38%
AW
36
ACG Wealth
Georgia
$1.83M -$226K -6,063 -11%
CAL
37
Capital Advisors Ltd
Ohio
$1.74M +$151K +4,042 +10%
JFA
38
JNBA Financial Advisors
Minnesota
$1.67M +$150K +4,020 +10%
EFL
39
ERn Financial LLC
Wisconsin
$1.5M +$155K +4,161 +12%
APA
40
American Portfolios Advisors
New York
$1.34M +$186 +5 +0%
LWPC
41
Legacy Wealth Partners (California)
California
$1.29M +$596K +15,985 +87%
EIA
42
Eldridge Investment Advisors
New Hampshire
$1.24M -$7.45K -200 -0.6%
RG
43
Retirement Group
California
$1.15M -$43.6K -1,170 -4%
SEIA
44
Signature Estate & Investment Advisors
California
$1.1M -$55.3K -1,484 -5%
FAAS
45
First Allied Advisory Services
California
$878K +$52.9K +1,420 +6%
GVAG
46
Great Valley Advisor Group
Delaware
$867K -$637K -17,085 -43%
SWP
47
Stratos Wealth Partners
Ohio
$825K -$938K -25,176 -53%
IA
48
IFP Advisors
Florida
$817K -$48.7K -1,308 -6%
RJA
49
Raymond James & Associates
Florida
$785K -$746K -20,031 -49%
PPA
50
Parametric Portfolio Associates
Washington
$757K -$35.7K -958 -5%

JHMM Hedge Fund Activity: Q3 2020 in Review

91 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q3 2020, worth a combined $1.16B — up 8.2% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of JHMM and 10 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 36 added.

The largest buyer was UBS Group, adding an estimated $5.17M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $7.82M.

  • 91 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q3 2020, down from 92 in Q2 2020.
  • Funds reported $1.16B of John Hancock Multifactor Mid Cap ETF stock for Q3 2020, up 8.2% quarter-over-quarter.
  • 10 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q3 2020 and 11 closed out, a net change of -1 holder.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q3 2020 was UBS Group, an estimated $5.17M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q3 2020 was Manulife (Manufacturers Life Insurance), an estimated $7.82M sold.

Based on aggregated 13F filings for Q3 2020.