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John Hancock Multifactor Mid Cap ETF

188 hedge funds and large institutions have $2.26B invested in John Hancock Multifactor Mid Cap ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $2.01B → $2.26B (+$254M)

4% more funds holding

Funds holding: 180188 (+8)

7% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 69

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.3% less ownership

Funds ownership: 71.45%71.15% (-0.3%)

Holders
188
Holders Change
+8
Holders Change %
+4.44%
% of All Funds
2.95%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
19
Increased
74
Reduced
69
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
101
Key Client Fiduciary Advisors
New Jersey
$711K +$47.6K +1,001 +8%
SFC
102
Strategic Financial Concepts
Texas
$679K +$22.7K +477 +4%
SFG
103
Sovereign Financial Group
Connecticut
$658K
SFS
104
Sowell Financial Services
Arkansas
$634K +$606K +12,759 New
AO
105
Advisor OS
Illinois
$611K +$27.3K +575 +5%
Cerity Partners
106
Cerity Partners
New York
$608K +$581K +12,232 New
BFEC
107
Benjamin F. Edwards & Company
Missouri
$601K
WIP
108
WealthCare Investment Partners
Rhode Island
$584K -$52.8K -1,112 -9%
Betterment LLC
109
Betterment LLC
New York
$580K +$56.9K +1,197 +11%
William Blair & Company
110
William Blair & Company
Illinois
$571K -$71.6K -1,508 -12%
HWM
111
HB Wealth Management
Georgia
$568K -$13.8K -290 -2%
CPIG
112
Chicago Partners Investment Group
Illinois
$558K +$280K +5,901 +116%
VC
113
Vicus Capital
Pennsylvania
$554K +$204K +4,296 +63%
Corient Private Wealth
114
Corient Private Wealth
Florida
$547K +$523K +11,000 New
SFM
115
Signet Financial Management
New Jersey
$514K -$45.4K -956 -8%
AF
116
Allworth Financial
California
$508K -$22.9K -481 -4%
PPP
117
Private Portfolio Partners
New Jersey
$492K +$190 +4 +0%
RDFA
118
Ritter Daniher Financial Advisory
Ohio
$463K -$63.5K -1,336 -13%
WWM
119
Western Wealth Management
Colorado
$424K +$618 +13 +0.2%
VVP
120
Venture Visionary Partners
Ohio
$404K -$16.5K -348 -4%
SWM
121
SigFig Wealth Management
California
$388K +$40.2K +846 +12%
MML Investors Services
122
MML Investors Services
Massachusetts
$387K +$13.1K +275 +4%
MOS
123
MGO One Seven
Ohio
$354K -$48.6K -1,023 -13%
JP Morgan Chase
124
JP Morgan Chase
New York
$354K +$91K +1,916 +37%
QCIG
125
Quad-Cities Investment Group
Iowa
$348K -$21K -443 -6%

JHMM Hedge Fund Activity: Q2 2023 in Review

188 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q2 2023, worth a combined $2.26B — up 13% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JHMM positions and 10 closed out — a net gain of 9 holders — while 74 added to existing stakes and 69 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $12.7M. The largest seller was Dynamic Advisor Solutions, cutting an estimated $4.3M.

  • 188 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q2 2023, up from 180 in Q1 2023.
  • Funds reported $2.26B of John Hancock Multifactor Mid Cap ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 19 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q2 2023 and 10 closed out, a net change of +9 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q2 2023 was Northwestern Mutual Wealth Management, an estimated $12.7M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q2 2023 was Dynamic Advisor Solutions, an estimated $4.3M sold.

Based on aggregated 13F filings for Q2 2023.