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John Hancock Multifactor Mid Cap ETF

220 hedge funds and large institutions have $2.69B invested in John Hancock Multifactor Mid Cap ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

15% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 74

4% more funds holding

Funds holding: 211220 (+9)

5% less capital invested

Capital invested by funds: $2.83B → $2.69B (-$140M)

9.27% less ownership

Funds ownership: 79.64%70.37% (-9.3%)

Holders
220
Holders Change
+9
Holders Change %
+4.27%
% of All Funds
3.17%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.24%
New
26
Increased
85
Reduced
74
Closed
16
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
101
International Assets Investment Management
Florida
$1.23M +$1.15M +21,488 New
EWP
102
Elevation Wealth Partners
California
$1.22M -$1.13K -21 -0.1%
AWM
103
Avaii Wealth Management
Wisconsin
$1.22M +$4.19K +78 +0.4%
NA
104
NewEdge Advisors
Louisiana
$1.21M +$920K +17,132 +429%
Betterment LLC
105
Betterment LLC
New York
$1.2M +$270K +5,021 +32%
Jones Financial Companies
106
Jones Financial Companies
Missouri
$991K +$821K +15,278 +764%
MA
107
Mutual Advisors
Nebraska
$891K -$379K -7,061 -31%
SFC
108
Strategic Financial Concepts
Texas
$888K +$832K +15,480 New
EWM
109
EPG Wealth Management
Georgia
$886K
RPC
110
Rossmore Private Capital
Connecticut
$875K -$13.4K -250 -2%
KCFA
111
Key Client Fiduciary Advisors
New Jersey
$850K -$5.7K -106 -0.7%
TCA
112
Transcend Capital Advisors
New Jersey
$823K
VL
113
Vima LLC
Michigan
$785K -$81.4K -1,516 -8%
SFG
114
Sovereign Financial Group
Connecticut
$770K +$5.37K +100 +0.8%
GAA
115
Global Assets Advisory
Florida
$730K +$2.24M +41,639 New
WWM
116
Western Wealth Management
Colorado
$721K +$4.57K +85 +0.7%
PWM
117
Perigon Wealth Management
California
$719K +$673K +12,524 New
VC
118
Vicus Capital
Pennsylvania
$702K +$116K +2,150 +21%
BFEC
119
Benjamin F. Edwards & Company
Missouri
$694K
Cerity Partners
120
Cerity Partners
New York
$658K +$37.9K +706 +7%
HWM
121
HB Wealth Management
Georgia
$629K
CAM
122
Cozad Asset Management
Illinois
$618K +$105K +1,960 +22%
CAM
123
Cresset Asset Management
Illinois
$618K +$314K +5,843 +119%
TSWM
124
Tyler-Stone Wealth Management
Ohio
$617K +$111K +2,063 +24%
William Blair & Company
125
William Blair & Company
Illinois
$616K

JHMM Hedge Fund Activity: Q1 2024 in Review

220 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q1 2024, worth a combined $2.69B — down 5% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JHMM positions and 16 closed out — a net gain of 10 holders — while 85 added to existing stakes and 74 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $30M. The largest seller was Granite Bay Wealth Management, cutting an estimated $186M.

  • 220 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q1 2024, up from 211 in Q4 2023.
  • Funds reported $2.69B of John Hancock Multifactor Mid Cap ETF stock for Q1 2024, down 5% quarter-over-quarter.
  • 26 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q1 2024 and 16 closed out, a net change of +10 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $30M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q1 2024 was Granite Bay Wealth Management, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2024.