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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
CA
101
Cetera Advisors
Colorado
$625K +$60.9K +1,254 +11%
William Blair & Company
102
William Blair & Company
Illinois
$622K +$35.7K +735 +6%
WIP
103
WealthCare Investment Partners
Rhode Island
$619K -$7.97K -164 -1%
PPWM
104
Paragon Private Wealth Management
Kentucky
$596K +$605K +12,453 New
BFEC
105
Benjamin F. Edwards & Company
Missouri
$579K
AO
106
Advisor OS
Illinois
$561K -$163K -3,349 -22%
HWM
107
HB Wealth Management
Georgia
$561K +$33.7K +693 +6%
SFM
108
Signet Financial Management
New Jersey
$541K -$3.84K -79 -0.7%
Northern Trust
109
Northern Trust
Illinois
$541K
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$534K +$542K +11,157 New
AF
111
Allworth Financial
California
$512K -$12.2K -252 -2%
RDFA
112
Ritter Daniher Financial Advisory
Ohio
$510K
Betterment LLC
113
Betterment LLC
New York
$502K +$12.8K +263 +3%
PPP
114
Private Portfolio Partners
New Jersey
$473K +$46.3K +953 +11%
WWM
115
Western Wealth Management
Colorado
$408K +$7.29K +150 +2%
VVP
116
Venture Visionary Partners
Ohio
$406K
WWMSC
117
Wagner Wealth Management (South Carolina)
South Carolina
$398K -$61.2K -1,260 -13%
MOS
118
MGO One Seven
Ohio
$390K +$26.6K +548 +7%
MML Investors Services
119
MML Investors Services
Massachusetts
$360K +$24.7K +508 +7%
QCIG
120
Quad-Cities Investment Group
Iowa
$357K +$362K +7,456 New
SWM
121
SigFig Wealth Management
California
$336K +$61.6K +1,268 +22%
VWA
122
V Wealth Advisors
Kansas
$335K +$340K +7,002 New
VC
123
Vicus Capital
Pennsylvania
$328K +$2.19K +45 +0.7%
RIA
124
Realta Investment Advisors
Delaware
$311K -$8.51K -175 -3%
WDL
125
Well Done LLC
Michigan
$306K

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.