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John Hancock Multifactor Mid Cap ETF

54 hedge funds and large institutions have $370M invested in John Hancock Multifactor Mid Cap ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

24% more capital invested

Capital invested by funds: $298M → $370M (+$72.7M)

4% more funds holding

Funds holding: 5254 (+2)

1.82% less ownership

Funds ownership: 79.1%77.29% (-1.8%)

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
8
Increased
36
Reduced
4
Closed
6
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
$99.2M +$137K +3,801 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$45.5M +$13.2M +363,956 +41%
CPO
3
Cerity Partners OCIO
New York
$31.7M +$2.15M +59,430 +7%
LPL Financial
4
LPL Financial
California
$24.1M +$3.73M +103,128 +18%
Bank of America
5
Bank of America
North Carolina
$20.1M +$953K +26,367 +5%
UBS Group
6
UBS Group
Switzerland
$19.7M +$5.86M +161,952 +43%
AW
7
ACG Wealth
Georgia
$19M +$2.94M +81,220 +18%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$14.4M +$7.54M +208,608 +113%
Wells Fargo
9
Wells Fargo
California
$11.3M +$1.69M +46,866 +18%
TC
10
Trilogy Capital
California
$11.1M +$269K +7,430 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.1M +$3.99M +110,410 +57%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$9.82M +$716K +19,803 +8%
Ameriprise
13
Ameriprise
Minnesota
$7.29M +$6.32M +174,715 +695%
HCM
14
Harvest Capital Management
New Hampshire
$6.73M +$2.65M +73,330 +66%
CA
15
Cetera Advisors
Colorado
$6.62M +$520K +14,393 +9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.89M +$84.9K +2,349 +2%
CCM
17
Chilton Capital Management
Texas
$3.74M +$1.67M +46,071 +82%
SWMG
18
Sanchez Wealth Management Group
Florida
$3.52M +$66.3K +1,833 +2%
PCM
19
Parsons Capital Management
Rhode Island
$3.03M +$243K +6,718 +9%
WWMSC
20
Wagner Wealth Management (South Carolina)
South Carolina
$2.3M -$61.8K -1,708 -3%
3AM
21
3D Asset Management
Connecticut
$2.15M +$1.23M +33,985 +137%
SEIA
22
Signature Estate & Investment Advisors
California
$2M +$80.8K +2,234 +4%
MSA
23
Marino Stram & Associates
Massachusetts
$1.72M +$95.2K +2,632 +6%
EIA
24
Eldridge Investment Advisors
New Hampshire
$1.48M -$85.8K -2,373 -6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$996K +$113K +3,136 +13%

JHMM Hedge Fund Activity: Q3 2018 in Review

54 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q3 2018, worth a combined $370M — up 24% from $298M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JHMM positions and 6 closed out — a net gain of 2 holders — while 36 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $650K sold.

  • 54 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q3 2018, up from 52 in Q2 2018.
  • Funds reported $370M of John Hancock Multifactor Mid Cap ETF stock for Q3 2018, up 24% quarter-over-quarter.
  • 8 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q3 2018 and 6 closed out, a net change of +2 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q3 2018 was Morgan Stanley, an estimated $13.2M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q3 2018 was Susquehanna International Group, an estimated $650K sold.

Based on aggregated 13F filings for Q3 2018.