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John Hancock Multifactor Mid Cap ETF

226 hedge funds and large institutions have $2.79B invested in John Hancock Multifactor Mid Cap ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $2.58B → $2.79B (+$209M)

4% more funds holding

Funds holding: 218226 (+8)

9% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.81% less ownership

Funds ownership: 71.24%69.43% (-1.8%)

Holders
226
Holders Change
+8
Holders Change %
+3.67%
% of All Funds
3.25%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
23
Increased
84
Reduced
77
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$18.5M +$11.7M +205,106 +201%
EWM
27
Executive Wealth Management
Michigan
$17.8M +$5.09K +89 +0%
P
28
&Partners
Tennessee
$16.4M -$1.23M -21,559 -7%
SF
29
Synovus Financial
Georgia
$14.6M -$289K -5,049 -2%
RJA
30
Raymond James & Associates
Florida
$14.3M -$477K -8,340 -3%
EFL
31
ERn Financial LLC
Wisconsin
$14.1M +$371K +6,488 +3%
KAS
32
KPP Advisory Services
Kentucky
$13.9M -$3.28M -57,399 -20%
Osaic Holdings
33
Osaic Holdings
Arizona
$12.7M -$155K -2,715 -1%
BEAM
34
Baker Ellis Asset Management
Washington
$12.7M -$431K -7,530 -3%
CWA
35
Choice Wealth Advisors
Maine
$11.9M +$48.3K +844 +0.4%
SWP
36
Stratos Wealth Partners
Ohio
$11.6M -$62.7K -1,097 -0.6%
SWMG
37
Sanchez Wealth Management Group
Florida
$11.2M +$144K +2,522 +1%
SAF
38
Smith Anglin Financial
Texas
$11.1M -$62.8M -1,098,682 -86%
PAWA
39
Palo Alto Wealth Advisors
California
$10.8M +$853K +14,923 +9%
IWC
40
Integrated Wealth Concepts
Massachusetts
$9.81M +$117K +2,051 +1%
GRP
41
Global Retirement Partners
California
$9.43M -$271K -4,746 -3%
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$8.72M +$405K +7,084 +5%
CCM
43
Chilton Capital Management
Texas
$8.52M +$337K +5,901 +4%
FL
44
FreeGulliver LLC
Louisiana
$8.12M +$284K +4,961 +4%
PVI
45
Pine Valley Investments
New Jersey
$7.6M +$177K +3,101 +3%
FFA
46
Fragasso Financial Advisors
Pennsylvania
$7.37M -$282K -4,932 -4%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$7.04M +$34.3K +600 +0.5%
DBRC
48
D.B. Root & Company
Pennsylvania
$6.89M -$3.55K -62 -0.1%
GBWM
49
Granite Bay Wealth Management
New Hampshire
$6.72M +$938K +16,406 +17%
FFG
50
Foundry Financial Group
New Hampshire
$6.23M +$33K +577 +0.6%

JHMM Hedge Fund Activity: Q3 2024 in Review

226 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q3 2024, worth a combined $2.79B — up 8.1% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JHMM positions and 12 closed out — a net gain of 11 holders — while 84 added to existing stakes and 77 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $24.6M. The largest seller was Smith Anglin Financial, cutting an estimated $62.8M.

  • 226 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q3 2024, up from 218 in Q2 2024.
  • Funds reported $2.79B of John Hancock Multifactor Mid Cap ETF stock for Q3 2024, up 8.1% quarter-over-quarter.
  • 23 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q3 2024 and 12 closed out, a net change of +11 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $24.6M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q3 2024 was Smith Anglin Financial, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2024.