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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
GVAG
51
Great Valley Advisor Group
Delaware
$6.69M +$5.89M +95,542 +578%
GBWM
52
Granite Bay Wealth Management
New Hampshire
$6.59M -$80.3K -1,302 -1%
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$6.41M -$2.31M -37,447 -26%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$6.38M -$622K -10,089 -9%
KAS
55
Kestra Advisory Services
Texas
$6.32M +$409K +6,636 +7%
Mariner
56
Mariner
Kansas
$6.26M +$630K +10,214 +11%
FFG
57
Foundry Financial Group
New Hampshire
$6.24M +$53K +859 +0.8%
DADC
58
D.A. Davidson & Co
Montana
$6M +$215K +3,479 +4%
FFS
59
Forge Financial Services
Oklahoma
$5.87M +$5.82M +94,424 New
IWP
60
IAG Wealth Partners
Wisconsin
$5.74M -$139K -2,259 -2%
Stifel Financial
61
Stifel Financial
Missouri
$5.74M +$155K +2,506 +3%
NA
62
NewEdge Advisors
Louisiana
$5.14M -$636K -10,308 -11%
FL
63
FreeGulliver LLC
Louisiana
$5.09M -$3.06M -49,673 -37%
FWM
64
FMA Wealth Management
Massachusetts
$5.03M -$2.16K -35 -0%
KPWS
65
Kestra Private Wealth Services
Texas
$4.87M +$3.22M +52,245 +178%
GC
66
Grimes & Company
Massachusetts
$4.68M +$16K +260 +0.3%
SA
67
Sanctuary Advisors
Indiana
$4.43M +$119K +1,925 +3%
PA
68
PFG Advisors
Arizona
$4.15M +$245K +3,970 +6%
WA
69
WPG Advisers
Maryland
$4.12M +$4.26M +69,034 New
FZCM
70
Flynn Zito Capital Management
New York
$4.06M -$58K -941 -1%
IAA
71
Independent Advisor Alliance
North Carolina
$4.05M +$3.68M +59,634 +736%
AWS
72
Atria Wealth Solutions
New York
$3.79M -$1.88M -30,537 -32%
FIM
73
Freedom Investment Management
Connecticut
$3.73M -$282K -4,579 -7%
LW
74
Linscomb Wealth
Texas
$3.67M +$459K +7,441 +14%
STA
75
Smith Thornton Advisors
Alabama
$3.59M -$15.2K -246 -0.4%

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.