We are live on ! Find out more
JHMM icon

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
AW
76
Atlas Wealth
Ohio
$1.89M
WC
77
Waterloo Capital
Texas
$1.85M +$1.7M +35,143 New
SPIA
78
Steward Partners Investment Advisory
New York
$1.8M -$24.4K -506 -1%
AWA
79
Arkadios Wealth Advisors
Georgia
$1.79M -$244K -5,057 -13%
Bank of Nova Scotia
80
Bank of Nova Scotia
Ontario, Canada
$1.67M -$24.8K -515 -2%
DC
81
Davenport & Co
Virginia
$1.62M +$77.4K +1,604 +5%
EIA
82
Eldridge Investment Advisors
New Hampshire
$1.58M +$2.65K +55 +0.2%
KPWS
83
Kestra Private Wealth Services
Texas
$1.49M +$30.3K +627 +2%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$1.48M +$21.7K +449 +2%
IA
85
IFP Advisors
Florida
$1.47M +$258K +5,350 +24%
MSAM
86
Moloney Securities Asset Management
Missouri
$1.43M +$79.6K +1,650 +6%
PPWM
87
Paragon Private Wealth Management
Kentucky
$1.34M +$190K +3,931 +18%
JP Morgan Chase
88
JP Morgan Chase
New York
$1.32M +$885K +18,345 +270%
MFG
89
Magnus Financial Group
New York
$1.27M +$28K +580 +2%
CA
90
Cetera Advisors
Colorado
$1.22M +$78.1K +1,619 +8%
ICP
91
Interchange Capital Partners
Pennsylvania
$1.21M -$5.45K -113 -0.5%
MA
92
Mutual Advisors
Nebraska
$1.19M -$297K -6,154 -21%
AWM
93
Avaii Wealth Management
Wisconsin
$1.11M +$119K +2,458 +13%
Goldman Sachs
94
Goldman Sachs
New York
$1.11M +$1.02M +21,069 New
FA
95
FDx Advisors
Illinois
$1.09M -$116K -2,394 -10%
Comerica Bank
96
Comerica Bank
Texas
$1.08M +$91.9K +1,904 +10%
MOS
97
MGO One Seven
Ohio
$1.06M +$339K +7,018 +53%
AI
98
Atria Investments
North Carolina
$1.06M +$969K +20,093 New
EWP
99
Elevation Wealth Partners
California
$1.01M
NS
100
NBC Securities
Alabama
$993K +$28.9K +600 +3%

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.