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John Hancock Multifactor Mid Cap ETF

177 hedge funds and large institutions have $1.92B invested in John Hancock Multifactor Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

23% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 56

17% more capital invested

Capital invested by funds: $1.65B → $1.92B (+$276M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

5% more funds holding

Funds holding: 169177 (+8)

0.7% more ownership

Funds ownership: 71.69%72.39% (+0.7%)

Holders
177
Holders Change
+8
Holders Change %
+4.73%
% of All Funds
2.85%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
26
Increased
69
Reduced
56
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
76
Moloney Securities Asset Management
Missouri
$1.18M
AF
77
Advisornet Financial
Minnesota
$1.17M +$119K +2,557 +11%
KPWS
78
Kestra Private Wealth Services
Texas
$1.13M +$89K +1,914 +9%
DC
79
Davenport & Co
Virginia
$1.11M +$176K +3,780 +19%
SEIA
80
Signature Estate & Investment Advisors
California
$1.1M -$144K -3,109 -12%
MFG
81
Magnus Financial Group
New York
$1.08M +$160K +3,437 +17%
ETIA
82
Epic Trust Investment Advisors
Washington
$869K -$115K -2,473 -12%
ICP
83
Interchange Capital Partners
Pennsylvania
$849K +$102K +2,197 +14%
AWM
84
Avaii Wealth Management
Wisconsin
$798K -$16.7K -360 -2%
EAM
85
Empirical Asset Management
Massachusetts
$786K -$65.3K -1,406 -8%
FA
86
FDx Advisors
Illinois
$746K -$1.11K -24 -0.1%
SFS
87
Sowell Financial Services
Arkansas
$743K +$742K +15,967 New
RPC
88
Rossmore Private Capital
Connecticut
$721K
EWM
89
EPG Wealth Management
Georgia
$716K -$45.8K -986 -6%
AO
90
Advisor OS
Illinois
$702K -$588K -12,658 -46%
TCA
91
Transcend Capital Advisors
New Jersey
$668K -$2.23K -48 -0.3%
KCFA
92
Key Client Fiduciary Advisors
New Jersey
$618K +$4.97K +107 +0.8%
SFG
93
Sovereign Financial Group
Connecticut
$616K -$10.6K -227 -2%
WIP
94
WealthCare Investment Partners
Rhode Island
$609K -$117K -2,507 -16%
William Blair & Company
95
William Blair & Company
Illinois
$571K +$1.95K +42 +0.3%
BFEC
96
Benjamin F. Edwards & Company
Missouri
$563K +$121K +2,600 +27%
CT
97
Coastline Trust
Rhode Island
$562K -$84.8K -1,825 -13%
CA
98
Cetera Advisors
Colorado
$549K +$54.9K +1,182 +11%
JMPWA
99
JP Morgan Private Wealth Advisors
California
$545K +$12.9K +277 +2%
SFM
100
Signet Financial Management
New Jersey
$530K -$28.3K -609 -5%

JHMM Hedge Fund Activity: Q4 2022 in Review

177 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q4 2022, worth a combined $1.92B — up 17% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JHMM positions and 15 closed out — a net gain of 11 holders — while 69 added to existing stakes and 56 trimmed.

The largest buyer was Ameriprise, adding an estimated $55.9M. The largest seller was Bank of America, cutting an estimated $10.5M.

  • 177 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q4 2022, up from 169 in Q3 2022.
  • Funds reported $1.92B of John Hancock Multifactor Mid Cap ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 26 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q4 2022 and 15 closed out, a net change of +11 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q4 2022 was Ameriprise, an estimated $55.9M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q4 2022 was Bank of America, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2022.