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John Hancock Multifactor Mid Cap ETF

42 hedge funds and large institutions have $248M invested in John Hancock Multifactor Mid Cap ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

14% more capital invested

Capital invested by funds: $218M → $248M (+$29.9M)

8% more funds holding

Funds holding: 3942 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.85% less ownership

Funds ownership: 80.76%78.91% (-1.8%)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
25
Reduced
3
Closed
3
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
$101M
CPO
2
Cerity Partners OCIO
New York
$26.4M +$1.6M +45,939 +6%
Morgan Stanley
3
Morgan Stanley
New York
$20.7M +$10.1M +290,383 +92%
LPL Financial
4
LPL Financial
California
$14M +$979K +28,101 +7%
Bank of America
5
Bank of America
North Carolina
$12.4M +$1.58M +45,294 +14%
AW
6
ACG Wealth
Georgia
$12.1M +$995K +28,565 +9%
UBS Group
7
UBS Group
Switzerland
$9.82M +$1.17M +33,692 +13%
TC
8
Trilogy Capital
California
$9.47M +$1.44M +41,487 +18%
Wells Fargo
9
Wells Fargo
California
$6.28M +$3.18M +91,308 +100%
CA
10
Cetera Advisors
Colorado
$5.87M +$2.71M +77,805 +84%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.73M +$2.98M +85,593 +105%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.79M +$1.1M +31,681 +29%
SWMG
13
Sanchez Wealth Management Group
Florida
$3.04M +$32.4K +929 +1%
PCM
14
Parsons Capital Management
Rhode Island
$2.31M +$78.4K +2,251 +3%
WWMSC
15
Wagner Wealth Management (South Carolina)
South Carolina
$2.17M +$179K +5,130 +9%
SEIA
16
Signature Estate & Investment Advisors
California
$1.77M +$140K +4,025 +8%
EIA
17
Eldridge Investment Advisors
New Hampshire
$1.57M -$181K -5,196 -10%
CCM
18
Chilton Capital Management
Texas
$1.5M +$757K +21,725 +99%
Ameriprise
19
Ameriprise
Minnesota
$1.34M +$104K +2,987 +8%
Jane Street
20
Jane Street
New York
$985K +$1M +28,722 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$634K +$220K +6,328 +52%
CT
22
Coastline Trust
Rhode Island
$600K +$252K +7,250 +71%
PC
23
Palo Capital
California
$480K +$487K +13,996 New
AG
24
Advisor Group
Arizona
$438K +$268K +7,700 +151%
MSA
25
Marino Stram & Associates
Massachusetts
$390K +$230K +6,591 +311%

JHMM Hedge Fund Activity: Q1 2018 in Review

42 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q1 2018, worth a combined $248M — up 14% from $218M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHMM positions and 3 closed out — a net gain of 3 holders — while 25 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.1M. The largest seller was Bouchey Financial Group, exiting entirely with an estimated $1.43M sold.

  • 42 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q1 2018, up from 39 in Q4 2017.
  • Funds reported $248M of John Hancock Multifactor Mid Cap ETF stock for Q1 2018, up 14% quarter-over-quarter.
  • 6 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q1 2018 and 3 closed out, a net change of +3 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q1 2018 was Morgan Stanley, an estimated $10.1M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q1 2018 was Bouchey Financial Group, an estimated $1.43M sold.

Based on aggregated 13F filings for Q1 2018.