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John Hancock Multifactor Mid Cap ETF

60 hedge funds and large institutions have $539M invested in John Hancock Multifactor Mid Cap ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

46% more capital invested

Capital invested by funds: $370M → $539M (+$169M)

11% more funds holding

Funds holding: 5460 (+6)

2.47% more ownership

Funds ownership: 77.29%79.76% (+2.5%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
16
Increased
27
Reduced
14
Closed
8
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
$280M +$216M +6,481,347 +238%
UBS Group
2
UBS Group
Switzerland
$34M +$19.2M +578,272 +107%
Morgan Stanley
3
Morgan Stanley
New York
$28.2M -$10.6M -319,853 -26%
LPL Financial
4
LPL Financial
California
$26.3M +$6.78M +203,780 +31%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$23.8M +$13M +389,976 +99%
Bank of America
6
Bank of America
North Carolina
$20.5M +$4.13M +124,046 +23%
AW
7
ACG Wealth
Georgia
$15.1M -$862K -25,904 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$15M +$6.36M +190,954 +63%
Wells Fargo
9
Wells Fargo
California
$14.8M +$5.89M +176,892 +57%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$10.3M +$2.26M +67,858 +25%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.99M +$6.29M +188,899 +177%
Ameriprise
12
Ameriprise
Minnesota
$8.94M +$2.99M +89,892 +45%
HCM
13
Harvest Capital Management
New Hampshire
$6.72M +$1.21M +36,487 +20%
CA
14
Cetera Advisors
Colorado
$5.51M -$7.09K -213 -0.1%
PAG
15
Private Advisor Group
New Jersey
$3.88M +$3.46M +103,987 +443%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.44M +$3.76M +112,900 New
SWMG
17
Sanchez Wealth Management Group
Florida
$3.03M +$96.7K +2,906 +3%
CCM
18
Chilton Capital Management
Texas
$2.67M -$491K -14,738 -14%
PCM
19
Parsons Capital Management
Rhode Island
$2.47M -$63.8K -1,918 -2%
AC
20
Avestar Capital
New York
$1.89M +$2.09M +62,784 New
3AM
21
3D Asset Management
Connecticut
$1.84M +$53.7K +1,614 +3%
AAS
22
Avantax Advisory Services
Texas
$1.67M +$1.82M +54,698 New
SEIA
23
Signature Estate & Investment Advisors
California
$1.63M -$42.6K -1,281 -2%
MFG
24
Magnus Financial Group
New York
$1.55M +$1.69M +50,868 New
EIA
25
Eldridge Investment Advisors
New Hampshire
$1.22M -$10.5K -315 -0.8%

JHMM Hedge Fund Activity: Q4 2018 in Review

60 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q4 2018, worth a combined $539M — up 46% from $370M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JHMM positions and 8 closed out — a net gain of 8 holders — while 27 added to existing stakes and 14 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $216M. The largest seller was Cerity Partners OCIO, cutting an estimated $27.8M.

  • 60 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q4 2018, up from 54 in Q3 2018.
  • Funds reported $539M of John Hancock Multifactor Mid Cap ETF stock for Q4 2018, up 46% quarter-over-quarter.
  • 16 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q4 2018 and 8 closed out, a net change of +8 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q4 2018 was Manulife (Manufacturers Life Insurance), an estimated $216M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q4 2018 was Cerity Partners OCIO, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2018.