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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
RA
126
RFG Advisory
Alabama
$294K +$12.8K +263 +4%
3F
127
360 Financial
Minnesota
$289K +$29.8K +614 +11%
AWM
128
Aspire Wealth Management
Massachusetts
$280K +$1.7K +35 +0.6%
Lazard Asset Management
129
Lazard Asset Management
New York
$278K +$10.6K +218 +4%
EFMC
130
Empire Financial Management Company
New York
$272K +$276K +5,679 New
WCG
131
Weaver Consulting Group
California
$265K
TFS
132
Thoroughbred Financial Services
Tennessee
$258K +$262K +5,390 New
SMC
133
Smith, Moore & Co
Missouri
$255K +$259K +5,336 New
PIAS
134
PCA Investment Advisory Services
Ohio
$251K +$255K +5,241 New
JP Morgan Chase
135
JP Morgan Chase
New York
$250K -$38.2K -786 -13%
AssetMark Inc
136
AssetMark Inc
California
$250K +$92.4K +1,902 +57%
WGCA
137
Wolf Group Capital Advisors
Virginia
$248K
CPIG
138
Chicago Partners Investment Group
Illinois
$243K +$247K +5,087 New
PIA
139
Perennial Investment Advisors
California
$236K
CAM
140
Cresset Asset Management
Illinois
$236K +$239K +4,926 New
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$235K +$239K +4,911 New
CWM
142
Cornerstone Wealth Management
Missouri
$233K +$237K +4,875 New
MHS
143
M Holdings Securities
Oregon
$229K
HPM
144
Hoxton Planning & Management
West Virginia
$227K -$31.2K -643 -12%
HighTower Advisors
145
HighTower Advisors
Illinois
$227K
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$219K +$211K +4,349 +1,916%
BRWA
147
B. Riley Wealth Advisors
Florida
$216K +$972 +20 +0.4%
Mariner
148
Mariner
Kansas
$215K -$139K -2,856 -39%
CW
149
CreativeOne Wealth
Kansas
$209K +$212K +4,358 New
AWM
150
Avior Wealth Management
Nebraska
$206K -$632 -13 -0.3%

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.