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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
PIA
151
Perennial Investment Advisors
California
$230K
HPM
152
Hoxton Planning & Management
West Virginia
$211K -$14.2K -286 -6%
BRWA
153
B. Riley Wealth Advisors
Florida
$210K +$1.99K +40 +0.9%
MML Investors Services
154
MML Investors Services
Massachusetts
$207K -$170K -3,417 -44%
TRCT
155
Tower Research Capital (TRC)
New York
$205K +$200K +4,027 +1,333%
LCWP
156
Legacy Capital Wealth Partners
Arkansas
$203K +$213K +4,290 New
GWSG
157
GPS Wealth Strategies Group
Colorado
$199K -$1.75M -35,214 -89%
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$189K -$20.5K -413 -9%
PTC
159
Private Trust Company
Ohio
$175K +$22.4K +452 +14%
AWM
160
Avior Wealth Management
Nebraska
$166K -$7.44K -150 -4%
SWM
161
Spire Wealth Management
Virginia
$135K
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$132K -$17.7K -356 -11%
HI
163
Harbour Investments
Wisconsin
$101K +$3.32K +67 +3%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$98.9K -$2.93K -59 -3%
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$93.9K
CIR
166
Clear Investment Research
Georgia
$68.3K +$18K +363 +34%
BAM
167
Bellevue Asset Management
Washington
$50.4K
CA
168
Crewe Advisors
Utah
$49.3K -$5.85K -118 -10%
OP
169
ORG Partners
Indiana
$39.1K
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$28.2K
SC
171
Steph & Co
Wisconsin
$25.6K -$1.44K -29 -5%
IRC
172
Investors Research Corp
Georgia
$25.4K
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$23.7K
Jones Financial Companies
174
Jones Financial Companies
Missouri
$23.5K +$24.7K +497 New
SIS
175
Sound Income Strategies
Florida
$23.3K

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.