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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
VWA
126
V Wealth Advisors
Kansas
$348K
TSWM
127
Tyler-Stone Wealth Management
Ohio
$329K +$315K +6,622 New
SMC
128
Smith, Moore & Co
Missouri
$322K +$54.3K +1,142 +21%
RIA
129
Realta Investment Advisors
Delaware
$318K -$3.99K -84 -1%
WDL
130
Well Done LLC
Michigan
$318K
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$318K +$304K +6,390 New
LNC
132
Lincoln National Corp
Pennsylvania
$306K -$1.19M -25,140 -80%
RA
133
RFG Advisory
Alabama
$302K -$2.99K -63 -1%
CWM
134
Cornerstone Wealth Management
Missouri
$300K +$55.4K +1,165 +24%
AWM
135
Aspire Wealth Management
Massachusetts
$289K -$1.61K -34 -0.6%
PIAS
136
PCA Investment Advisory Services
Ohio
$286K +$24.2K +509 +10%
VA
137
Valmark Advisers
Ohio
$280K +$268K +5,634 New
CAM
138
Cozad Asset Management
Illinois
$279K +$266K +5,605 New
TFS
139
Thoroughbred Financial Services
Tennessee
$267K +$143 +3 +0.1%
WCG
140
Weaver Consulting Group
California
$264K -$11.4K -239 -4%
3F
141
360 Financial
Minnesota
$257K -$40.9K -860 -14%
AssetMark Inc
142
AssetMark Inc
California
$255K -$4.18K -88 -2%
CAM
143
Cresset Asset Management
Illinois
$245K
PIA
144
Perennial Investment Advisors
California
$242K -$2.85K -60 -1%
WGCA
145
Wolf Group Capital Advisors
Virginia
$240K
HPM
146
Hoxton Planning & Management
West Virginia
$236K
HighTower Advisors
147
HighTower Advisors
Illinois
$236K +$2.8K +59 +1%
EFMC
148
Empire Financial Management Company
New York
$226K -$53.3K -1,121 -20%
Renaissance Technologies
149
Renaissance Technologies
New York
$219K +$209K +4,400 New
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$219K -$321K -6,754 -61%

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.