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John Hancock Multifactor Mid Cap ETF

211 hedge funds and large institutions have $2.83B invested in John Hancock Multifactor Mid Cap ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $2.31B → $2.83B (+$520M)

10% more funds holding

Funds holding: 191211 (+20)

4.77% more ownership

Funds ownership: 74.86%79.64% (+4.8%)

1% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 73

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
211
Holders Change
+20
Holders Change %
+10.47%
% of All Funds
3.08%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
34
Increased
74
Reduced
73
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPP
126
Private Portfolio Partners
New Jersey
$495K -$23.4K -484 -5%
CWM
127
Cornerstone Wealth Management
Missouri
$486K +$95.4K +1,978 +27%
SWM
128
SigFig Wealth Management
California
$477K +$42.2K +875 +11%
CAM
129
Cozad Asset Management
Illinois
$464K +$81.3K +1,685 +24%
TSWM
130
Tyler-Stone Wealth Management
Ohio
$458K +$73.3K +1,520 +21%
AF
131
Allworth Financial
California
$455K -$73.1K -1,515 -15%
DWG
132
Darden Wealth Group
Michigan
$453K +$415K +8,600 New
SMC
133
Smith, Moore & Co
Missouri
$445K +$60.8K +1,261 +18%
SWM
134
Sterling Wealth Management
Illinois
$430K +$394K +8,173 New
WWMSC
135
Wagner Wealth Management (South Carolina)
South Carolina
$423K +$290 +6 +0.1%
VVP
136
Venture Visionary Partners
Ohio
$413K -$14.2K -295 -4%
QCIG
137
Quad-Cities Investment Group
Iowa
$393K -$20.7K -429 -5%
Bank of New York Mellon
138
Bank of New York Mellon
New York
$390K +$358K +7,414 New
AssetMark Inc
139
AssetMark Inc
California
$353K +$26K +538 +9%
IAA
140
Independent Advisor Alliance
North Carolina
$352K +$322K +6,677 New
RIA
141
Realta Investment Advisors
Delaware
$343K +$4.73K +98 +2%
WDL
142
Well Done LLC
Michigan
$337K
SAM
143
Synergy Asset Management
Washington
$329K
LNC
144
Lincoln National Corp
Pennsylvania
$314K -$9.99K -207 -3%
RA
145
RFG Advisory
Alabama
$308K -$13K -269 -4%
AWM
146
Aspire Wealth Management
Massachusetts
$299K -$48 -1 -0%
WCG
147
Weaver Consulting Group
California
$279K
PIAS
148
PCA Investment Advisory Services
Ohio
$277K -$23.4K -484 -8%
HighTower Advisors
149
HighTower Advisors
Illinois
$275K +$1.16K +24 +0.5%
3F
150
360 Financial
Minnesota
$273K

JHMM Hedge Fund Activity: Q4 2023 in Review

211 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q4 2023, worth a combined $2.83B — up 23% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new JHMM positions and 12 closed out — a net gain of 22 holders — while 74 added to existing stakes and 73 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was KPP Advisory Services, exiting entirely with an estimated $13.8M sold.

  • 211 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q4 2023, up from 191 in Q3 2023.
  • Funds reported $2.83B of John Hancock Multifactor Mid Cap ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 34 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q4 2023 and 12 closed out, a net change of +22 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q4 2023 was KPP Advisory Services, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2023.