We are live on ! Find out more
JHMM icon

John Hancock Multifactor Mid Cap ETF

180 hedge funds and large institutions have $2.01B invested in John Hancock Multifactor Mid Cap ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 48

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

2% more funds holding

Funds holding: 177180 (+3)

4% more capital invested

Capital invested by funds: $1.92B → $2.01B (+$86M)

0.94% less ownership

Funds ownership: 72.39%71.45% (-0.94%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.87%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
25
Increased
79
Reduced
48
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$12.7M -$380K -7,820 -3%
BWM
27
Bulltick Wealth Management
Florida
$11.7M
EFL
28
ERn Financial LLC
Wisconsin
$10.8M +$377K +7,759 +4%
BEAM
29
Baker Ellis Asset Management
Washington
$10.5M +$499K +10,258 +5%
FZCM
30
Flynn Zito Capital Management
New York
$10.4M +$812K +16,701 +8%
CWA
31
Choice Wealth Advisors
Maine
$9.48M +$99.9K +2,056 +1%
OBWG
32
Onyx Bridge Wealth Group
New York
$8.2M -$4.74M -97,510 -36%
IWC
33
Integrated Wealth Concepts
Massachusetts
$7.49M +$1.98M +40,659 +35%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$7.39M +$17.3K +356 +0.2%
SWMG
35
Sanchez Wealth Management Group
Florida
$7.07M -$23.7K -487 -0.3%
KAS
36
Kestra Advisory Services
Texas
$6.83M -$838K -17,246 -11%
PAWA
37
Palo Alto Wealth Advisors
California
$6.5M +$782K +16,098 +13%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$6.46M +$3.48M +71,624 +113%
CCM
39
Chilton Capital Management
Texas
$5.93M +$77.6K +1,597 +1%
FFA
40
Fragasso Financial Advisors
Pennsylvania
$4.59M +$548K +11,279 +13%
IWP
41
IAG Wealth Partners
Wisconsin
$4.48M +$368K +7,581 +9%
DADC
42
D.A. Davidson & Co
Montana
$4.46M -$74.5K -1,533 -2%
GC
43
Grimes & Company
Massachusetts
$4.23M -$18.6K -383 -0.4%
Truist Financial
44
Truist Financial
North Carolina
$4.13M +$404K +8,307 +11%
Stifel Financial
45
Stifel Financial
Missouri
$4.02M -$411K -8,458 -9%
DBRC
46
D.B. Root & Company
Pennsylvania
$4.01M +$269K +5,543 +7%
GVAG
47
Great Valley Advisor Group
Delaware
$3.87M +$3.42M +70,350 +674%
RJA
48
Raymond James & Associates
Florida
$3.62M +$1.78M +36,558 +94%
3LCM
49
3D/L Capital Management
Connecticut
$3.57M +$127K +2,612 +4%
AWS
50
Atria Wealth Solutions
New York
$3.45M +$1.35M +27,736 +63%

JHMM Hedge Fund Activity: Q1 2023 in Review

180 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q1 2023, worth a combined $2.01B — up 4.5% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JHMM positions and 19 closed out — a net gain of 6 holders — while 79 added to existing stakes and 48 trimmed.

The largest buyer was LPL Financial, adding an estimated $17.7M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $10.6M.

  • 180 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q1 2023, up from 177 in Q4 2022.
  • Funds reported $2.01B of John Hancock Multifactor Mid Cap ETF stock for Q1 2023, up 4.5% quarter-over-quarter.
  • 25 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q1 2023 and 19 closed out, a net change of +6 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q1 2023 was LPL Financial, an estimated $17.7M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q1 2023 was Thrivent Financial for Lutherans, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2023.