We are live on ! Find out more
JHMM icon

John Hancock Multifactor Mid Cap ETF
JHMM

191 hedge funds and large institutions have $2.31B invested in John Hancock Multifactor Mid Cap ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

3.71% more ownership

Funds ownership: 71.15% → 74.86% (+3.7%)

2% more funds holding

Funds holding: 188 → 191 (+3)

2% more capital invested

Capital invested by funds: $2.26B → $2.31B (+$44.5M)

Holders
191
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
3.03%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
18
Increased
79
Reduced
59
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
+$151M
2
OBWG
Onyx Bridge Wealth Group
New York
+$13.2M
3
EWM
Executive Wealth Management
Michigan
+$10.7M
4
Ameriprise
Ameriprise
Minnesota
+$7.51M
5
UBS Group
UBS Group
Switzerland
+$6.72M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$40.8M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$9.44M
3
Morgan Stanley
Morgan Stanley
New York
-$6.15M
4
GRP
Global Retirement Partners
California
-$5.88M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
26
Onyx Bridge Wealth Group
New York
$17.8M +$13.2M +265,842 +242%
GWAG
27
Garrett Wealth Advisory Group
Texas
$14.9M +$529K +10,672 +3%
KAS
28
KPP Advisory Services
Kentucky
$13.8M +$14.5M +292,447 New
BWM
29
Bulltick Wealth Management
Florida
$10.9M -$557K -11,235 -5%
RJA
30
Raymond James & Associates
Florida
$10.8M +$3.06M +61,759 +37%
EFL
31
ERn Financial LLC
Wisconsin
$10.6M -$116K -2,331 -1%
BEAM
32
Baker Ellis Asset Management
Washington
$10.4M -$169K -3,416 -2%
EWM
33
Executive Wealth Management
Michigan
$10.2M +$10.7M +214,836 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$10.1M -$2.57M -51,827 -20%
FZCM
35
Flynn Zito Capital Management
New York
$10M -$212K -4,269 -2%
SWP
36
Stratos Wealth Partners
Ohio
$10M +$920K +18,549 +10%
CWA
37
Choice Wealth Advisors
Maine
$9.26M -$94.2K -1,899 -1%
IWC
38
Integrated Wealth Concepts
Massachusetts
$8.47M +$369K +7,439 +4%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$7.98M +$321K +6,466 +4%
GRP
40
Global Retirement Partners
California
$7.56M -$5.88M -118,607 -42%
SWMG
41
Sanchez Wealth Management Group
Florida
$7.21M +$143K +2,874 +2%
PAWA
42
Palo Alto Wealth Advisors
California
$6.9M -$71.9K -1,450 -1%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$6.5M +$108K +2,183 +2%
CCM
44
Chilton Capital Management
Texas
$5.82M +$36.2K +729 +0.6%
GVAG
45
Great Valley Advisor Group
Delaware
$5.08M +$409K +8,239 +8%
IWP
46
IAG Wealth Partners
Wisconsin
$4.72M -$46.6K -939 -0.9%
KAS
47
Kestra Advisory Services
Texas
$4.66M -$1.73M -34,955 -26%
DADC
48
D.A. Davidson & Co
Montana
$4.28M -$167K -3,364 -4%
DBRC
49
D.B. Root & Company
Pennsylvania
$4.22M +$116K +2,340 +3%
Stifel Financial
50
Stifel Financial
Missouri
$4.19M -$68.7K -1,385 -2%
1
2
3 4 5

JHMM Hedge Fund Activity: Q3 2023 in Review

191 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q3 2023, worth a combined $2.31B — up 2% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JHMM positions and 15 closed out — a net gain of 3 holders — while 79 added to existing stakes and 59 trimmed.

The largest buyer was Granite Bay Wealth Management, adding an estimated $151M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $40.8M.

  • 191 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q3 2023, up from 188 in Q2 2023.
  • Funds reported $2.31B of John Hancock Multifactor Mid Cap ETF stock for Q3 2023, up 2% quarter-over-quarter.
  • 18 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q3 2023 and 15 closed out, a net change of +3 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $151M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $40.8M sold.

Based on aggregated 13F filings for Q3 2023.