We are live on ! Find out more
JHMM icon

John Hancock Multifactor Mid Cap ETF

220 hedge funds and large institutions have $2.69B invested in John Hancock Multifactor Mid Cap ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

15% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 74

4% more funds holding

Funds holding: 211220 (+9)

5% less capital invested

Capital invested by funds: $2.83B → $2.69B (-$140M)

9.27% less ownership

Funds ownership: 79.64%70.37% (-9.3%)

Holders
220
Holders Change
+9
Holders Change %
+4.27%
% of All Funds
3.17%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.24%
New
26
Increased
85
Reduced
74
Closed
16
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
126
Citadel Advisors
Florida
$611K +$572K +10,640 New
SWM
127
SigFig Wealth Management
California
$601K +$75.4K +1,404 +15%
SFS
128
Sowell Financial Services
Arkansas
$575K -$122K -2,263 -18%
CT
129
Coastline Trust
Rhode Island
$562K
Goldman Sachs
130
Goldman Sachs
New York
$556K -$611K -11,379 -54%
SMC
131
Smith, Moore & Co
Missouri
$545K +$56.4K +1,050 +12%
PPP
132
Private Portfolio Partners
New Jersey
$540K
CWM
133
Cornerstone Wealth Management
Missouri
$530K +$161 +3 +0%
SFM
134
Signet Financial Management
New Jersey
$511K -$94.1K -1,751 -16%
WIP
135
WealthCare Investment Partners
Rhode Island
$505K -$70.8K -1,318 -13%
AF
136
Allworth Financial
California
$494K -$1.77K -33 -0.4%
DWG
137
Darden Wealth Group
Michigan
$493K
QCIG
138
Quad-Cities Investment Group
Iowa
$422K -$9.46K -176 -2%
IAA
139
Independent Advisor Alliance
North Carolina
$404K +$19.6K +364 +5%
AO
140
Advisor OS
Illinois
$401K -$224K -4,165 -37%
RIA
141
Realta Investment Advisors
Delaware
$398K +$23K +428 +7%
AssetMark Inc
142
AssetMark Inc
California
$393K +$7.04K +131 +2%
WDL
143
Well Done LLC
Michigan
$367K
SWM
144
Sterling Wealth Management
Illinois
$364K -$98.4K -1,831 -22%
VVP
145
Venture Visionary Partners
Ohio
$359K -$84.6K -1,575 -20%
SAM
146
Synergy Asset Management
Washington
$359K
AWM
147
Avior Wealth Management
Nebraska
$352K +$142K +2,649 +76%
TC
148
Trilogy Capital
California
$350K -$487K -9,060 -60%
PIAS
149
PCA Investment Advisory Services
Ohio
$347K +$41.8K +778 +15%
LNC
150
Lincoln National Corp
Pennsylvania
$338K -$3.81K -71 -1%

JHMM Hedge Fund Activity: Q1 2024 in Review

220 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q1 2024, worth a combined $2.69B — down 5% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JHMM positions and 16 closed out — a net gain of 10 holders — while 85 added to existing stakes and 74 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $30M. The largest seller was Granite Bay Wealth Management, cutting an estimated $186M.

  • 220 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q1 2024, up from 211 in Q4 2023.
  • Funds reported $2.69B of John Hancock Multifactor Mid Cap ETF stock for Q1 2024, down 5% quarter-over-quarter.
  • 26 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q1 2024 and 16 closed out, a net change of +10 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $30M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q1 2024 was Granite Bay Wealth Management, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2024.