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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
CPIG
101
Chicago Partners Investment Group
Illinois
$979K +$225K +4,672 +33%
VL
102
Vima LLC
Michigan
$944K +$865K +17,921 New
CFG
103
Cooper Financial Group
California
$844K +$84.7K +1,755 +12%
Betterment LLC
104
Betterment LLC
New York
$835K +$85.6K +1,775 +13%
RPC
105
Rossmore Private Capital
Connecticut
$816K
EWM
106
EPG Wealth Management
Georgia
$811K +$1.01K +21 +0.1%
TC
107
Trilogy Capital
California
$798K +$731K +15,160 New
KCFA
108
Key Client Fiduciary Advisors
New Jersey
$785K -$23.6K -489 -3%
TCA
109
Transcend Capital Advisors
New Jersey
$755K
SFG
110
Sovereign Financial Group
Connecticut
$702K +$3.57K +74 +0.6%
MCI
111
MRP Capital Investments
Georgia
$692K -$1.55M -32,066 -71%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$661K -$925K -19,172 -60%
WWM
113
Western Wealth Management
Colorado
$658K +$169K +3,502 +39%
SFS
114
Sowell Financial Services
Arkansas
$647K -$39K -808 -6%
BFEC
115
Benjamin F. Edwards & Company
Missouri
$637K
AO
116
Advisor OS
Illinois
$587K -$9.22K -191 -2%
HWM
117
HB Wealth Management
Georgia
$577K -$22.7K -470 -4%
Cerity Partners
118
Cerity Partners
New York
$567K -$1.21K -25 -0.2%
William Blair & Company
119
William Blair & Company
Illinois
$565K -$5.6K -116 -1%
SFM
120
Signet Financial Management
New Jersey
$561K -$4.83K -100 -0.9%
ETIA
121
Epic Trust Investment Advisors
Washington
$542K -$300K -6,224 -38%
VC
122
Vicus Capital
Pennsylvania
$531K -$60.8K -1,260 -11%
WIP
123
WealthCare Investment Partners
Rhode Island
$528K -$45.7K -948 -9%
CT
124
Coastline Trust
Rhode Island
$516K -$91.1K -1,889 -16%
PVI
125
Pine Valley Investments
New Jersey
$499K +$457K +9,480 New

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.