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John Hancock Multifactor Mid Cap ETF

177 hedge funds and large institutions have $1.92B invested in John Hancock Multifactor Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

23% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 56

17% more capital invested

Capital invested by funds: $1.65B → $1.92B (+$276M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

5% more funds holding

Funds holding: 169177 (+8)

0.7% more ownership

Funds ownership: 71.69%72.39% (+0.7%)

Holders
177
Holders Change
+8
Holders Change %
+4.73%
% of All Funds
2.85%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
26
Increased
69
Reduced
56
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
26
Onyx Bridge Wealth Group
New York
$12.8M +$903K +19,439 +8%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$12.7M +$249K +5,356 +2%
BWM
28
Bulltick Wealth Management
Florida
$11.4M -$140K -3,005 -1%
EFL
29
ERn Financial LLC
Wisconsin
$10.2M -$253K -5,452 -2%
BEAM
30
Baker Ellis Asset Management
Washington
$9.76M -$196K -4,225 -2%
FZCM
31
Flynn Zito Capital Management
New York
$9.34M -$137K -2,940 -1%
CWA
32
Choice Wealth Advisors
Maine
$9.12M +$205K +4,405 +2%
IWM
33
IHT Wealth Management
Illinois
$8.01M +$7.11M +153,040 +806%
SWP
34
Stratos Wealth Partners
Ohio
$7.55M +$385K +8,277 +5%
KAS
35
Kestra Advisory Services
Texas
$7.45M +$5.82M +125,171 +360%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$7.17M -$1.39M -29,859 -16%
SWMG
37
Sanchez Wealth Management Group
Florida
$6.89M -$133K -2,867 -2%
CCM
38
Chilton Capital Management
Texas
$5.69M +$181K +3,887 +3%
PAWA
39
Palo Alto Wealth Advisors
California
$5.57M +$5.56M +119,612 New
IWC
40
Integrated Wealth Concepts
Massachusetts
$5.39M -$39.9K -858 -0.7%
DADC
41
D.A. Davidson & Co
Montana
$4.41M -$82.7K -1,779 -2%
Stifel Financial
42
Stifel Financial
Missouri
$4.3M +$122K +2,620 +3%
GC
43
Grimes & Company
Massachusetts
$4.13M -$29.1K -627 -0.7%
IWP
44
IAG Wealth Partners
Wisconsin
$4.01M +$434K +9,333 +12%
FFA
45
Fragasso Financial Advisors
Pennsylvania
$3.93M +$3.93M +84,497 New
DBRC
46
D.B. Root & Company
Pennsylvania
$3.64M +$385K +8,289 +12%
Truist Financial
47
Truist Financial
North Carolina
$3.63M -$82.9K -1,784 -2%
3LCM
48
3D/L Capital Management
Connecticut
$3.35M -$76.7K -1,650 -2%
CAL
49
Capital Advisors Ltd
Ohio
$2.96M -$60.3K -1,298 -2%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$2.95M +$120K +2,581 +4%

JHMM Hedge Fund Activity: Q4 2022 in Review

177 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q4 2022, worth a combined $1.92B — up 17% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JHMM positions and 15 closed out — a net gain of 11 holders — while 69 added to existing stakes and 56 trimmed.

The largest buyer was Ameriprise, adding an estimated $55.9M. The largest seller was Bank of America, cutting an estimated $10.5M.

  • 177 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q4 2022, up from 169 in Q3 2022.
  • Funds reported $1.92B of John Hancock Multifactor Mid Cap ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 26 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q4 2022 and 15 closed out, a net change of +11 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q4 2022 was Ameriprise, an estimated $55.9M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q4 2022 was Bank of America, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2022.