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John Hancock Multifactor Mid Cap ETF

226 hedge funds and large institutions have $2.79B invested in John Hancock Multifactor Mid Cap ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 84 increasing their positions, 77 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $2.58B → $2.79B (+$209M)

4% more funds holding

Funds holding: 218226 (+8)

9% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.81% less ownership

Funds ownership: 71.24%69.43% (-1.8%)

Holders
226
Holders Change
+8
Holders Change %
+3.67%
% of All Funds
3.25%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
23
Increased
84
Reduced
77
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
101
D.E. Shaw & Co
New York
$1.41M -$259K -4,527 -16%
Betterment LLC
102
Betterment LLC
New York
$1.35M +$23.6K +413 +2%
EWP
103
Elevation Wealth Partners
California
$1.33M
AWM
104
Avaii Wealth Management
Wisconsin
$1.32M +$15.2K +266 +1%
KWM
105
Kingsview Wealth Management
Oregon
$1.09M +$1.03M +18,049 New
SFC
106
Strategic Financial Concepts
Texas
$1.07M -$56.1M -981,368 -98%
GVAG
107
Great Valley Advisor Group
Delaware
$995K -$127K -2,228 -12%
RPC
108
Rossmore Private Capital
Connecticut
$936K
KCFA
109
Key Client Fiduciary Advisors
New Jersey
$880K +$114 +2 +0%
TCA
110
Transcend Capital Advisors
New Jersey
$864K
CT
111
Coastline Trust
Rhode Island
$831K +$309K +5,408 +64%
SFG
112
Sovereign Financial Group
Connecticut
$810K -$4.23K -74 -0.5%
Goldman Sachs
113
Goldman Sachs
New York
$809K +$769K +13,439 New
EWM
114
EPG Wealth Management
Georgia
$809K +$768K +13,431 New
VC
115
Vicus Capital
Pennsylvania
$763K +$2.97K +52 +0.4%
SMC
116
Smith, Moore & Co
Missouri
$755K +$59.4K +1,038 +9%
TSWM
117
Tyler-Stone Wealth Management
Ohio
$742K +$335K +5,863 +91%
SWM
118
SigFig Wealth Management
California
$740K +$58.6K +1,024 +9%
BEI
119
Benjamin Edwards Inc
Missouri
$728K +$692K +12,100 New
WWM
120
Western Wealth Management
Colorado
$703K -$51.4K -898 -7%
BCA
121
Bay Colony Advisors
Massachusetts
$675K +$328K +5,732 +105%
HWM
122
HB Wealth Management
Georgia
$665K +$5.03K +88 +0.8%
WIA
123
World Investment Advisors
California
$654K -$667K -11,663 -52%
Citadel Advisors
124
Citadel Advisors
Florida
$644K +$94.1K +1,646 +18%
CWM
125
Cornerstone Wealth Management
Missouri
$641K -$12.9K -225 -2%

JHMM Hedge Fund Activity: Q3 2024 in Review

226 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q3 2024, worth a combined $2.79B — up 8.1% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JHMM positions and 12 closed out — a net gain of 11 holders — while 84 added to existing stakes and 77 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $24.6M. The largest seller was Smith Anglin Financial, cutting an estimated $62.8M.

  • 226 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q3 2024, up from 218 in Q2 2024.
  • Funds reported $2.79B of John Hancock Multifactor Mid Cap ETF stock for Q3 2024, up 8.1% quarter-over-quarter.
  • 23 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q3 2024 and 12 closed out, a net change of +11 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $24.6M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q3 2024 was Smith Anglin Financial, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2024.