We are live on ! Find out more
JHMM icon

John Hancock Multifactor Mid Cap ETF

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: 1417 (+3)

15% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 74

4% more funds holding

Funds holding: 211220 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
51
D.B. Root & Company
Pennsylvania
$5.88M +$344K +6,408 +7%
FL
52
FreeGulliver LLC
Louisiana
$5.66M +$2.81M +52,225 +112%
FFG
53
Foundry Financial Group
New Hampshire
$5.66M +$555K +10,331 +12%
IWP
54
IAG Wealth Partners
Wisconsin
$5.62M +$43.8K +815 +0.8%
DADC
55
D.A. Davidson & Co
Montana
$5.52M +$234K +4,363 +5%
Mariner
56
Mariner
Kansas
$5.09M +$315K +5,860 +7%
AWS
57
Atria Wealth Solutions
New York
$5.04M -$151K -2,814 -3%
Stifel Financial
58
Stifel Financial
Missouri
$4.9M +$18.1K +336 +0.4%
GC
59
Grimes & Company
Massachusetts
$4.49M -$57.2K -1,065 -1%
CA
60
Cetera Advisors
Colorado
$4.48M +$2.95M +54,826 +236%
GBWM
61
Granite Bay Wealth Management
New Hampshire
$4.19M -$186M -3,457,861 -98%
FIM
62
Freedom Investment Management
Connecticut
$3.99M -$99.5K -1,852 -3%
NS
63
NBC Securities
Alabama
$3.77M +$2.52M +46,922 +249%
PCM
64
Parsons Capital Management
Rhode Island
$3.49M -$53.5K -995 -2%
PA
65
PFG Advisors
Arizona
$3.44M +$416K +7,738 +15%
CAL
66
Capital Advisors Ltd
Ohio
$3.38M -$43.5K -809 -1%
OIA
67
OneDigital Investment Advisors
Kansas
$2.99M +$314K +5,844 +13%
FA
68
Flagstar Advisors
New York
$2.98M -$147K -2,744 -5%
LW
69
Linscomb Wealth
Texas
$2.68M +$24.8K +461 +1%
P
70
&Partners
Tennessee
$2.64M +$2.48M +46,115 New
AW
71
Atlas Wealth
Ohio
$2.56M +$254K +4,724 +12%
FWM
72
FMA Wealth Management
Massachusetts
$2.56M +$206K +3,835 +9%
CFD
73
Creative Financial Designs
Indiana
$2.46M +$199K +3,703 +9%
VA
74
Valmark Advisers
Ohio
$2.43M +$152K +2,832 +7%
Truist Financial
75
Truist Financial
North Carolina
$2.33M -$1.29M -23,938 -37%

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.