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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
TSS
151
Two Sigma Securities
New York
$265K -$276K -5,719 -53%
PIA
152
Perennial Investment Advisors
California
$262K +$4.83K +100 +2%
CAM
153
Cresset Asset Management
Illinois
$259K
MML Investors Services
154
MML Investors Services
Massachusetts
$258K +$25.4K +527 +12%
WGCA
155
Wolf Group Capital Advisors
Virginia
$257K
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$244K +$224K +4,641 New
HPM
157
Hoxton Planning & Management
West Virginia
$237K +$1.45K +30 +0.7%
BCA
158
Bay Colony Advisors
Massachusetts
$235K +$215K +4,465 New
BRWA
159
B. Riley Wealth Advisors
Florida
$233K -$965 -20 -0.5%
TFS
160
Thoroughbred Financial Services
Tennessee
$229K -$35.1K -727 -14%
LCWP
161
Legacy Capital Wealth Partners
Arkansas
$226K
RDFA
162
Ritter Daniher Financial Advisory
Ohio
$221K -$193K -4,000 -49%
CW
163
CreativeOne Wealth
Kansas
$220K +$202K +4,185 New
T
164
TNF
Montana
$214K +$195K +4,051 New
NA
165
NewEdge Advisors
Louisiana
$210K -$61.2K -1,268 -24%
PWH
166
Priebe Wealth Holdings
Minnesota
$210K +$192K +3,983 New
AWM
167
AE Wealth Management
Kansas
$209K +$192K +3,987 New
PFS
168
Prospera Financial Services
Texas
$206K +$189K +3,915 New
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$191K -$17.2K -356 -9%
AWM
170
Avior Wealth Management
Nebraska
$183K -$1.35K -28 -0.8%
PTC
171
Private Trust Company
Ohio
$174K -$19.1K -396 -11%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$160K +$11.8K +245 +9%
SWM
173
Spire Wealth Management
Virginia
$132K -$14.7K -305 -11%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$118K +$7.62K +158 +8%
HI
175
Harbour Investments
Wisconsin
$113K

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.