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John Hancock Multifactor Mid Cap ETF
JHMM

220 hedge funds and large institutions have $2.69B invested in John Hancock Multifactor Mid Cap ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

15% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 74

4% more funds holding

Funds holding: 211 → 220 (+9)

5% less capital invested

Capital invested by funds: $2.83B → $2.69B (-$140M)

9.27% less ownership

Funds ownership: 79.64% → 70.37% (-9.3%)

Holders
220
Holders Change
+9
Holders Change %
+4.27%
% of All Funds
3.17%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.24%
New
26
Increased
85
Reduced
74
Closed
16
Calls
$201K
Puts
–
Net Calls
+$201K
Net Calls Change
+$201K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$30M
2
Ameriprise
Ameriprise
Minnesota
+$24.2M
3
KAS
KPP Advisory Services
Kentucky
+$15.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.69M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.36M

Top Sellers

1
GBWM
Granite Bay Wealth Management
New Hampshire
-$186M
2
Morgan Stanley
Morgan Stanley
New York
-$153M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$39.1M
4
Wells Fargo
Wells Fargo
California
-$32.9M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$24.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$19.4M -$1.11M -20,624 -6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$17.7M +$7.69M +143,227 +87%
KAS
28
KPP Advisory Services
Kentucky
$16.9M +$15.8M +294,851 New
EWM
29
Executive Wealth Management
Michigan
$15.5M +$2.89M +53,743 +25%
SF
30
Synovus Financial
Georgia
$14.1M +$308K +5,741 +2%
RJA
31
Raymond James & Associates
Florida
$13.7M -$162K -3,010 -1%
EFL
32
ERn Financial LLC
Wisconsin
$12.7M +$43.4K +807 +0.4%
BEAM
33
Baker Ellis Asset Management
Washington
$12.6M +$95.6K +1,780 +0.8%
BWM
34
Bulltick Wealth Management
Florida
$12.3M -$369K -6,870 -3%
CWA
35
Choice Wealth Advisors
Maine
$11.2M -$135K -2,511 -1%
SWP
36
Stratos Wealth Partners
Ohio
$10.8M -$902K -16,796 -8%
SWMG
37
Sanchez Wealth Management Group
Florida
$10.1M +$315K +5,855 +3%
IWC
38
Integrated Wealth Concepts
Massachusetts
$8.91M +$405K +7,545 +5%
PAWA
39
Palo Alto Wealth Advisors
California
$8.8M +$932K +17,354 +13%
GWAG
40
Garrett Wealth Advisory Group
Texas
$8.43M -$62.8K -1,168 -0.8%
CCM
41
Chilton Capital Management
Texas
$8.19M +$1.12M +20,843 +17%
FZCM
42
Flynn Zito Capital Management
New York
$8.08M +$179K +3,337 +2%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$8.07M -$14.6K -271 -0.2%
GRP
44
Global Retirement Partners
California
$7.96M -$1.52M -28,361 -17%
FFA
45
Fragasso Financial Advisors
Pennsylvania
$7.69M -$533K -9,918 -7%
PVI
46
Pine Valley Investments
New Jersey
$6.84M +$5.9M +109,781 +1,158%
KAS
47
Kestra Advisory Services
Texas
$6.76M +$584K +10,868 +10%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$6.75M -$24.9M -463,108 -80%
AWA
49
Adapt Wealth Advisors
Georgia
$6.73M +$6.3M +117,352 New
OBWG
50
Onyx Bridge Wealth Group
New York
$6.29M -$3.84M -71,470 -38%
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JHMM Hedge Fund Activity: Q1 2024 in Review

220 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q1 2024, worth a combined $2.69B — down 5% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JHMM positions and 16 closed out — a net gain of 10 holders — while 85 added to existing stakes and 74 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $30M. The largest seller was Granite Bay Wealth Management, cutting an estimated $186M.

  • 220 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q1 2024, up from 211 in Q4 2023.
  • Funds reported $2.69B of John Hancock Multifactor Mid Cap ETF stock for Q1 2024, down 5% quarter-over-quarter.
  • 26 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q1 2024 and 16 closed out, a net change of +10 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $30M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q1 2024 was Granite Bay Wealth Management, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2024.