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John Hancock Multifactor Mid Cap ETF

188 hedge funds and large institutions have $2.26B invested in John Hancock Multifactor Mid Cap ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $2.01B → $2.26B (+$254M)

4% more funds holding

Funds holding: 180188 (+8)

7% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 69

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.3% less ownership

Funds ownership: 71.45%71.15% (-0.3%)

Holders
188
Holders Change
+8
Holders Change %
+4.44%
% of All Funds
2.95%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
19
Increased
74
Reduced
69
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
26
Global Retirement Partners
California
$14M -$685K -14,415 -5%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$13.2M +$24.8K +522 +0.2%
BWM
28
Bulltick Wealth Management
Florida
$12M -$182K -3,825 -2%
EFL
29
ERn Financial LLC
Wisconsin
$11.2M -$23.4K -493 -0.2%
BEAM
30
Baker Ellis Asset Management
Washington
$11.1M +$140K +2,943 +1%
FZCM
31
Flynn Zito Capital Management
New York
$10.8M -$42.4K -892 -0.4%
CWA
32
Choice Wealth Advisors
Maine
$9.82M -$18.4K -388 -0.2%
SWP
33
Stratos Wealth Partners
Ohio
$9.61M +$6.24M +131,403 +212%
IWC
34
Integrated Wealth Concepts
Massachusetts
$8.52M +$718K +15,114 +10%
RJA
35
Raymond James & Associates
Florida
$8.25M +$4.29M +90,373 +120%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$8.06M +$377K +7,945 +5%
SWMG
37
Sanchez Wealth Management Group
Florida
$7.43M +$87.9K +1,851 +1%
PAWA
38
Palo Alto Wealth Advisors
California
$7.32M +$549K +11,564 +9%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$6.72M +$9.98K +210 +0.2%
KAS
40
Kestra Advisory Services
Texas
$6.63M -$438K -9,227 -6%
CCM
41
Chilton Capital Management
Texas
$6.07M -$76.4K -1,607 -1%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$5.96M +$4.19M +88,225 +279%
OBWG
43
Onyx Bridge Wealth Group
New York
$5.45M -$2.93M -61,580 -36%
IWP
44
IAG Wealth Partners
Wisconsin
$5.01M +$336K +7,077 +8%
GVAG
45
Great Valley Advisor Group
Delaware
$4.92M +$869K +18,285 +23%
DADC
46
D.A. Davidson & Co
Montana
$4.66M +$30.8K +648 +0.7%
Stifel Financial
47
Stifel Financial
Missouri
$4.47M +$288K +6,058 +7%
DBRC
48
D.B. Root & Company
Pennsylvania
$4.31M +$142K +2,994 +4%
AC
49
AlphaCore Capital
California
$4.19M +$4.01M +84,380 New
GC
50
Grimes & Company
Massachusetts
$4.11M -$264K -5,554 -6%

JHMM Hedge Fund Activity: Q2 2023 in Review

188 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q2 2023, worth a combined $2.26B — up 13% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JHMM positions and 10 closed out — a net gain of 9 holders — while 74 added to existing stakes and 69 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $12.7M. The largest seller was Dynamic Advisor Solutions, cutting an estimated $4.3M.

  • 188 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q2 2023, up from 180 in Q1 2023.
  • Funds reported $2.26B of John Hancock Multifactor Mid Cap ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 19 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q2 2023 and 10 closed out, a net change of +9 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q2 2023 was Northwestern Mutual Wealth Management, an estimated $12.7M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q2 2023 was Dynamic Advisor Solutions, an estimated $4.3M sold.

Based on aggregated 13F filings for Q2 2023.