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John Hancock Multifactor Mid Cap ETF

23 hedge funds and large institutions have $135M invested in John Hancock Multifactor Mid Cap ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

53% more funds holding

Funds holding: 1523 (+8)

9% more capital invested

Capital invested by funds: $124M → $135M (+$10.7M)

4.12% less ownership

Funds ownership: 91.09%86.97% (-4.1%)

Holders
23
Holders Change
+8
Holders Change %
+53.33%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$99.1M -$11M -368,261 -10%
LPL Financial
2
LPL Financial
California
$8.78M +$2.16M +72,198 +33%
UBS Group
3
UBS Group
Switzerland
$5.45M +$4.03M +134,556 +302%
AW
4
ACG Wealth
Georgia
$5.27M -$756K -25,259 -13%
Bank of America
5
Bank of America
North Carolina
$4.53M +$2.26M +75,424 +103%
Morgan Stanley
6
Morgan Stanley
New York
$2.69M +$1.3M +43,241 +96%
Jane Street
7
Jane Street
New York
$2.24M +$741K +24,758 +51%
CA
8
Cetera Advisors
Colorado
$1.55M +$849K +28,342 +124%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.02M +$1M +33,510 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$979K +$557K +18,604 +137%
Citadel Advisors
11
Citadel Advisors
Florida
$826K +$813K +27,159 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$529K +$521K +17,382 New
PCM
13
Parsons Capital Management
Rhode Island
$402K +$395K +13,200 New
CCM
14
Chilton Capital Management
Texas
$386K +$380K +12,688 New
ALIONA
15
Allianz Life Insurance of North America
Minnesota
$302K +$24.9K +830 +9%
PAG
16
Private Advisor Group
New Jersey
$264K -$119K -3,974 -31%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$204K +$201K +6,711 New
JP Morgan Chase
18
JP Morgan Chase
New York
$138K +$135K +4,520 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$97K +$23.5K +786 +33%
AG
20
Advisor Group
Arizona
$79K +$15K +500 +24%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$28K +$27.9K +930 New
GWM
22
Geneos Wealth Management
Colorado
$22K
TRCT
23
Tower Research Capital (TRC)
New York
$3K +$3K +100 New
VKH
24
Virtu KCG Holdings
New York
-$272K -9,488 Closed

JHMM Hedge Fund Activity: Q1 2017 in Review

23 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q1 2017, worth a combined $135M — up 8.6% from $124M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JHMM positions and 1 closed out — a net gain of 8 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was UBS Group, adding an estimated $4.03M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $11M.

  • 23 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q1 2017, up from 15 in Q4 2016.
  • Funds reported $135M of John Hancock Multifactor Mid Cap ETF stock for Q1 2017, up 8.6% quarter-over-quarter.
  • 9 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q1 2017 and 1 closed out, a net change of +8 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q1 2017 was UBS Group, an estimated $4.03M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q1 2017 was Manulife (Manufacturers Life Insurance), an estimated $11M sold.

Based on aggregated 13F filings for Q1 2017.