We are live on ! Find out more
JHMM icon

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
GLA
76
Good Life Advisors
Pennsylvania
$1.39M -$81.5K -1,676 -5%
WWA
77
WCG Wealth Advisors
Nevada
$1.32M +$356K +7,324 +36%
DC
78
Davenport & Co
Virginia
$1.26M +$112K +2,297 +10%
KWM
79
Kingsview Wealth Management
Oregon
$1.24M +$1.26M +25,886 New
MSAM
80
Moloney Securities Asset Management
Missouri
$1.22M +$4.23K +87 +0.3%
KPWS
81
Kestra Private Wealth Services
Texas
$1.21M +$44.6K +918 +4%
MCI
82
MRP Capital Investments
Georgia
$1.16M +$759K +15,621 +181%
MFG
83
Magnus Financial Group
New York
$1.12M +$6.75K +139 +0.6%
CT
84
Coastline Trust
Rhode Island
$1.1M +$527K +10,851 +90%
SEIA
85
Signature Estate & Investment Advisors
California
$1.06M -$70.7K -1,455 -6%
JMPWA
86
JP Morgan Private Wealth Advisors
California
$1.03M +$477K +9,817 +84%
AI
87
Atria Investments
North Carolina
$1.02M +$1.03M +21,218 New
IWM
88
IHT Wealth Management
Illinois
$907K -$7.44M -153,082 -89%
ICP
89
Interchange Capital Partners
Pennsylvania
$898K +$25.2K +519 +3%
EWP
90
Elevation Wealth Partners
California
$891K +$904K +18,608 New
ETIA
91
Epic Trust Investment Advisors
Washington
$862K -$32.2K -663 -4%
AWM
92
Avaii Wealth Management
Wisconsin
$842K +$20.6K +424 +2%
IA
93
IFP Advisors
Florida
$770K -$2.97M -61,164 -74%
FA
94
FDx Advisors
Illinois
$746K
RPC
95
Rossmore Private Capital
Connecticut
$742K
EWM
96
EPG Wealth Management
Georgia
$726K -$10K -206 -1%
TCA
97
Transcend Capital Advisors
New Jersey
$687K
KCFA
98
Key Client Fiduciary Advisors
New Jersey
$638K +$1.99K +41 +0.3%
SFG
99
Sovereign Financial Group
Connecticut
$634K +$49 +1 +0%
SFC
100
Strategic Financial Concepts
Texas
$631K +$641K +13,181 New

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.