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John Hancock Multifactor Mid Cap ETF

248 hedge funds and large institutions have $2.85B invested in John Hancock Multifactor Mid Cap ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

12% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 77

10% more funds holding

Funds holding: 226248 (+22)

1.22% more ownership

Funds ownership: 69.43%70.65% (+1.2%)

2% more capital invested

Capital invested by funds: $2.79B → $2.85B (+$54.4M)

Holders
248
Holders Change
+22
Holders Change %
+9.73%
% of All Funds
3.27%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
44
Increased
86
Reduced
77
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$22.2M -$429K -6,962 -2%
PWM
27
Perigon Wealth Management
California
$18.6M -$354K -5,744 -2%
Truist Financial
28
Truist Financial
North Carolina
$17.6M +$15.9M +257,674 +687%
EWM
29
Executive Wealth Management
Michigan
$17.6M -$19.9K -323 -0.1%
SF
30
Synovus Financial
Georgia
$15.6M +$1.16M +18,794 +8%
EFL
31
ERn Financial LLC
Wisconsin
$14.7M +$658K +10,673 +5%
P
32
&Partners
Tennessee
$14.2M -$2.31M -37,471 -14%
KAS
33
KPP Advisory Services
Kentucky
$14M +$193K +3,125 +1%
SWMG
34
Sanchez Wealth Management Group
Florida
$13.3M +$2.3M +37,290 +20%
BEAM
35
Baker Ellis Asset Management
Washington
$12.6M -$8.94K -145 -0.1%
Osaic Holdings
36
Osaic Holdings
Arizona
$12.1M -$496K -8,036 -4%
FFC
37
Frederick Financial Consultants
Maryland
$12M +$12.4M +201,013 New
SWP
38
Stratos Wealth Partners
Ohio
$11.7M +$282K +4,573 +2%
CWA
39
Choice Wealth Advisors
Maine
$11.7M -$106K -1,721 -0.9%
PAWA
40
Palo Alto Wealth Advisors
California
$11.1M +$548K +8,881 +5%
SAF
41
Smith Anglin Financial
Texas
$11.1M +$93.3K +1,513 +0.8%
LFG
42
Larson Financial Group
Missouri
$10.2M +$5.47M +88,626 +108%
IWC
43
Integrated Wealth Concepts
Massachusetts
$9.76M +$22.9K +371 +0.2%
GRP
44
Global Retirement Partners
California
$8.51M -$874K -14,166 -9%
CCM
45
Chilton Capital Management
Texas
$8.18M -$285K -4,617 -3%
PVI
46
Pine Valley Investments
New Jersey
$7.96M +$428K +6,934 +5%
FFA
47
Fragasso Financial Advisors
Pennsylvania
$7.37M +$52.6K +853 +0.7%
BTD
48
BankPlus Trust Department
Mississippi
$7.27M +$7.51M +121,695 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$6.91M +$2.72M +44,147 +62%
EIA
50
Eldridge Investment Advisors
New Hampshire
$6.8M +$5.05M +81,921 +256%

JHMM Hedge Fund Activity: Q4 2024 in Review

248 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q4 2024, worth a combined $2.85B — up 1.9% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new JHMM positions and 15 closed out — a net gain of 29 holders — while 86 added to existing stakes and 77 trimmed.

The largest buyer was Gilbert & Cook, opening a new position worth an estimated $42.8M. The largest seller was Hill Island Financial, cutting an estimated $39.6M.

  • 248 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q4 2024, up from 226 in Q3 2024.
  • Funds reported $2.85B of John Hancock Multifactor Mid Cap ETF stock for Q4 2024, up 1.9% quarter-over-quarter.
  • 44 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q4 2024 and 15 closed out, a net change of +29 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q4 2024 was Gilbert & Cook, an estimated $42.8M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q4 2024 was Hill Island Financial, an estimated $39.6M sold.

Based on aggregated 13F filings for Q4 2024.