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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
BRWA
151
B. Riley Wealth Advisors
Florida
$219K -$4.75K -100 -2%
CW
152
CreativeOne Wealth
Kansas
$214K -$2.9K -61 -1%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$212K -$30.4K -639 -13%
Bank of New York Mellon
154
Bank of New York Mellon
New York
$211K +$202K +4,242 New
AWM
155
Avior Wealth Management
Nebraska
$182K -$30.8K -648 -15%
PTC
156
Private Trust Company
Ohio
$161K -$5.23K -110 -3%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$157K -$67.7K -1,424 -31%
SWM
158
Spire Wealth Management
Virginia
$141K -$53.5K -1,125 -28%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$107K -$42.9K -903 -30%
HI
160
Harbour Investments
Wisconsin
$103K -$9.98K -210 -9%
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$99.9K
CA
162
Crewe Advisors
Utah
$57.6K -$59.8K -1,259 -52%
CIR
163
Clear Investment Research
Georgia
$53.6K +$17.3K +364 +51%
BAM
164
Bellevue Asset Management
Washington
$52.9K
OP
165
ORG Partners
Indiana
$41.2K +$39.3K +827 New
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$29.6K
SC
167
Steph & Co
Wisconsin
$28.3K -$3.85K -81 -12%
IRC
168
Investors Research Corp
Georgia
$26.6K
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$24.8K -$903 -19 -4%
SIS
170
Sound Income Strategies
Florida
$24.4K
GWM
171
Geneos Wealth Management
Colorado
$19.9K
MWM
172
Mascoma Wealth Management
New Hampshire
$17.5K
IPW
173
Impact Partnership Wealth
Georgia
$17.4K +$16.6K +350 New
NA
174
NewEdge Advisors
Louisiana
$16.2K
S
175
SignatureFD
Georgia
$15.4K

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.