John Hancock Multifactor Mid Cap ETF
JHMM
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.
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: 12 → 15 (+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: 188 → 191 (+3)
2% more capital invested
Capital invested by funds: $2.26B → $2.31B (+$44.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$151M |
| 2 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$13.2M |
| 3 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
+$10.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.51M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$40.8M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$9.44M |
| 3 |
Morgan Stanley
New York
|
-$6.15M |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$5.88M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EFMC
201
Empire Financial Management Company
New York
| – | -$226K | -4,558 | Closed |
|
|
CW
202
CreativeOne Wealth
Overland Park,
Kansas
| – | -$214K | -4,297 | Closed |
|
203
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$212K | -4,272 | Closed |
|
204
Bank of New York Mellon
New York
| – | -$211K | -4,242 | Closed |
|
|
IPW
205
Impact Partnership Wealth
Marietta,
Georgia
| – | -$17.4K | -350 | Closed |
|
|
TWD
206
True Wealth Design
Akron,
Ohio
| – | -$3.58K | -72 | Closed |
|
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.