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John Hancock Multifactor Mid Cap ETF

191 hedge funds and large institutions have $2.31B invested in John Hancock Multifactor Mid Cap ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

3.71% more ownership

Funds ownership: 71.15%74.86% (+3.7%)

2% more funds holding

Funds holding: 188191 (+3)

2% more capital invested

Capital invested by funds: $2.26B → $2.31B (+$44.5M)

Holders
191
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
3.03%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
18
Increased
79
Reduced
59
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
SigFig Wealth Management
California
$388K +$16K +322 +4%
VVP
127
Venture Visionary Partners
Ohio
$385K
WWMSC
128
Wagner Wealth Management (South Carolina)
South Carolina
$380K +$398K +8,026 New
QCIG
129
Quad-Cities Investment Group
Iowa
$377K +$46.9K +946 +13%
CWM
130
Cornerstone Wealth Management
Missouri
$344K +$60.5K +1,220 +20%
SMC
131
Smith, Moore & Co
Missouri
$340K +$35.2K +710 +11%
TSWM
132
Tyler-Stone Wealth Management
Ohio
$339K +$27.1K +546 +8%
CAM
133
Cozad Asset Management
Illinois
$337K +$75.4K +1,520 +27%
JP Morgan Chase
134
JP Morgan Chase
New York
$321K -$16.4K -331 -5%
RIA
135
Realta Investment Advisors
Delaware
$318K
WDL
136
Well Done LLC
Michigan
$303K
SAM
137
Synergy Asset Management
Washington
$296K +$310K +6,256 New
AssetMark Inc
138
AssetMark Inc
California
$292K +$52K +1,049 +20%
LNC
139
Lincoln National Corp
Pennsylvania
$292K
RA
140
RFG Advisory
Alabama
$289K +$1.54K +31 +0.5%
PIAS
141
PCA Investment Advisory Services
Ohio
$272K
AWM
142
Aspire Wealth Management
Massachusetts
$269K -$6.75K -136 -2%
WCG
143
Weaver Consulting Group
California
$251K
NA
144
NewEdge Advisors
Louisiana
$249K +$245K +4,930 +1,508%
TC
145
TAP Consulting
Missouri
$247K +$259K +5,216 New
HighTower Advisors
146
HighTower Advisors
Illinois
$245K +$22.2K +447 +9%
WGCA
147
Wolf Group Capital Advisors
Virginia
$245K
3F
148
360 Financial
Minnesota
$242K
TFS
149
Thoroughbred Financial Services
Tennessee
$241K -$14.8K -299 -6%
CAM
150
Cresset Asset Management
Illinois
$233K

JHMM Hedge Fund Activity: Q3 2023 in Review

191 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q3 2023, worth a combined $2.31B — up 2% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JHMM positions and 15 closed out — a net gain of 3 holders — while 79 added to existing stakes and 59 trimmed.

The largest buyer was Granite Bay Wealth Management, adding an estimated $151M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $40.8M.

  • 191 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q3 2023, up from 188 in Q2 2023.
  • Funds reported $2.31B of John Hancock Multifactor Mid Cap ETF stock for Q3 2023, up 2% quarter-over-quarter.
  • 18 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q3 2023 and 15 closed out, a net change of +3 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $151M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $40.8M sold.

Based on aggregated 13F filings for Q3 2023.