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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
DADC
51
D.A. Davidson & Co
Montana
$4.84M +$64.8K +1,344 +1%
AWS
52
Atria Wealth Solutions
New York
$4.78M +$698K +14,469 +19%
FFG
53
Foundry Financial Group
New Hampshire
$4.65M +$4.26M +88,314 New
Stifel Financial
54
Stifel Financial
Missouri
$4.48M -$166K -3,441 -4%
AC
55
AlphaCore Capital
California
$4.39M -$48.3K -1,000 -1%
Mariner
56
Mariner
Kansas
$4.37M +$2.58M +53,391 +181%
GC
57
Grimes & Company
Massachusetts
$4.18M -$104K -2,154 -3%
FIM
58
Freedom Investment Management
Connecticut
$3.76M +$3.44M +71,328 New
Truist Financial
59
Truist Financial
North Carolina
$3.4M -$508K -10,534 -14%
PCM
60
Parsons Capital Management
Rhode Island
$3.25M -$178K -3,688 -6%
CAL
61
Capital Advisors Ltd
Ohio
$3.14M -$19K -394 -0.7%
FA
62
Flagstar Advisors
New York
$2.87M +$54.7K +1,134 +2%
PA
63
PFG Advisors
Arizona
$2.75M +$58.3K +1,209 +2%
FL
64
FreeGulliver LLC
Louisiana
$2.45M +$2.24M +46,499 New
LW
65
Linscomb Wealth
Texas
$2.44M -$234K -4,851 -9%
OIA
66
OneDigital Investment Advisors
Kansas
$2.44M -$21.9K -454 -1%
JFA
67
JNBA Financial Advisors
Minnesota
$2.16M -$531 -11 -0%
DC
68
Dorval Corp
Minnesota
$2.15M +$1.97M +40,894 New
FWM
69
FMA Wealth Management
Massachusetts
$2.15M +$1.97M +40,816 New
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$2.11M -$720K -14,926 -27%
VA
71
Valmark Advisers
Ohio
$2.08M +$44.3K +919 +2%
GLA
72
Good Life Advisors
Pennsylvania
$2.07M +$468K +9,701 +33%
CFD
73
Creative Financial Designs
Indiana
$2.06M +$90K +1,865 +5%
EH
74
Equitable Holdings
New York
$1.9M +$37.3K +773 +2%
GVAG
75
Great Valley Advisor Group
Delaware
$1.89M -$3.44M -71,327 -66%

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.