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John Hancock Multifactor Mid Cap ETF

211 hedge funds and large institutions have $2.83B invested in John Hancock Multifactor Mid Cap ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $2.31B → $2.83B (+$520M)

10% more funds holding

Funds holding: 191211 (+20)

4.77% more ownership

Funds ownership: 74.86%79.64% (+4.8%)

1% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 73

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
211
Holders Change
+20
Holders Change %
+10.47%
% of All Funds
3.08%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
34
Increased
74
Reduced
73
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$24.4M +$22.4M +464,009 New
Osaic Holdings
27
Osaic Holdings
Arizona
$18.9M -$6.58M -136,473 -28%
RJA
28
Raymond James & Associates
Florida
$12.8M +$709K +14,695 +6%
SF
29
Synovus Financial
Georgia
$12.6M +$8.32M +172,504 +256%
BWM
30
Bulltick Wealth Management
Florida
$11.7M -$407K -8,425 -4%
BEAM
31
Baker Ellis Asset Management
Washington
$11.5M -$68.8K -1,425 -0.6%
EWM
32
Executive Wealth Management
Michigan
$11.5M +$140K +2,909 +1%
EFL
33
ERn Financial LLC
Wisconsin
$11.3M -$167K -3,459 -2%
SWP
34
Stratos Wealth Partners
Ohio
$10.8M -$291K -6,031 -3%
CWA
35
Choice Wealth Advisors
Maine
$10.4M +$108K +2,235 +1%
OBWG
36
Onyx Bridge Wealth Group
New York
$9.82M -$9.12M -188,953 -50%
SWMG
37
Sanchez Wealth Management Group
Florida
$8.99M +$886K +18,356 +12%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$8.67M -$200K -4,155 -2%
GRP
39
Global Retirement Partners
California
$8.6M +$187K +3,881 +2%
GWAG
40
Garrett Wealth Advisory Group
Texas
$7.8M -$8.09M -167,565 -53%
IWC
41
Integrated Wealth Concepts
Massachusetts
$7.78M -$1.5M -31,185 -17%
FFA
42
Fragasso Financial Advisors
Pennsylvania
$7.58M +$3.83M +79,338 +123%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$7.42M +$176K +3,638 +3%
FZCM
44
Flynn Zito Capital Management
New York
$7.24M -$3.61M -74,737 -35%
PAWA
45
Palo Alto Wealth Advisors
California
$7.16M -$472K -9,781 -7%
CCM
46
Chilton Capital Management
Texas
$6.42M -$47K -974 -0.8%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$6.36M -$4.49M -93,049 -44%
KAS
48
Kestra Advisory Services
Texas
$5.63M +$406K +8,416 +9%
IWP
49
IAG Wealth Partners
Wisconsin
$5.11M -$130K -2,693 -3%
DBRC
50
D.B. Root & Company
Pennsylvania
$5.06M +$336K +6,966 +8%

JHMM Hedge Fund Activity: Q4 2023 in Review

211 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q4 2023, worth a combined $2.83B — up 23% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new JHMM positions and 12 closed out — a net gain of 22 holders — while 74 added to existing stakes and 73 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was KPP Advisory Services, exiting entirely with an estimated $13.8M sold.

  • 211 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q4 2023, up from 191 in Q3 2023.
  • Funds reported $2.83B of John Hancock Multifactor Mid Cap ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 34 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q4 2023 and 12 closed out, a net change of +22 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q4 2023 was KPP Advisory Services, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2023.