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John Hancock Multifactor Mid Cap ETF

180 hedge funds and large institutions have $2.01B invested in John Hancock Multifactor Mid Cap ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 48

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

2% more funds holding

Funds holding: 177180 (+3)

4% more capital invested

Capital invested by funds: $1.92B → $2.01B (+$86M)

0.94% less ownership

Funds ownership: 72.39%71.45% (-0.94%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.87%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
25
Increased
79
Reduced
48
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Parsons Capital Management
Rhode Island
$3.14M +$606K +12,469 +23%
CAL
52
Capital Advisors Ltd
Ohio
$3.02M -$18.8K -387 -0.6%
AFM
53
Andesa Financial Management
Pennsylvania
$3.02M +$2.31M +47,594 +117%
SWP
54
Stratos Wealth Partners
Ohio
$2.96M -$4.88M -100,416 -62%
LW
55
Linscomb Wealth
Texas
$2.96M -$28.9K -594 -1%
FA
56
Flagstar Advisors
New York
$2.9M -$44.4K -914 -1%
SF
57
Synovus Financial
Georgia
$2.78M +$278K +5,723 +11%
OIA
58
OneDigital Investment Advisors
Kansas
$2.22M -$200K -4,113 -8%
JFA
59
JNBA Financial Advisors
Minnesota
$2.15M -$72.8K -1,497 -3%
AWA
60
Arkadios Wealth Advisors
Georgia
$2.06M -$422K -8,685 -17%
AW
61
Atlas Wealth
Ohio
$1.86M +$87.5K +1,800 +5%
EH
62
Equitable Holdings
New York
$1.82M +$21.2K +437 +1%
GWSG
63
GPS Wealth Strategies Group
Colorado
$1.81M +$1.83M +37,704 New
GBWM
64
Granite Bay Wealth Management
New Hampshire
$1.8M +$258K +5,299 +16%
Bank of Nova Scotia
65
Bank of Nova Scotia
Ontario, Canada
$1.79M -$86K -1,770 -5%
CFD
66
Creative Financial Designs
Indiana
$1.73M +$1.75M +36,078 +44,541%
AF
67
Advisornet Financial
Minnesota
$1.72M +$524K +10,792 +43%
SPIA
68
Steward Partners Investment Advisory
New York
$1.68M +$171K +3,520 +11%
FFWM
69
Future Financial Wealth Management
Ohio
$1.67M -$178K -3,672 -10%
PA
70
PFG Advisors
Arizona
$1.64M +$1.66M +34,224 New
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$1.57M -$75K -1,544 -4%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$1.51M -$65.7K -1,352 -4%
LNC
73
Lincoln National Corp
Pennsylvania
$1.5M +$262K +5,401 +21%
EIA
74
Eldridge Investment Advisors
New Hampshire
$1.45M +$2.43K +50 +0.2%
MA
75
Mutual Advisors
Nebraska
$1.42M -$733K -15,082 -34%

JHMM Hedge Fund Activity: Q1 2023 in Review

180 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q1 2023, worth a combined $2.01B — up 4.5% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JHMM positions and 19 closed out — a net gain of 6 holders — while 79 added to existing stakes and 48 trimmed.

The largest buyer was LPL Financial, adding an estimated $17.7M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $10.6M.

  • 180 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q1 2023, up from 177 in Q4 2022.
  • Funds reported $2.01B of John Hancock Multifactor Mid Cap ETF stock for Q1 2023, up 4.5% quarter-over-quarter.
  • 25 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q1 2023 and 19 closed out, a net change of +6 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q1 2023 was LPL Financial, an estimated $17.7M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q1 2023 was Thrivent Financial for Lutherans, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2023.