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John Hancock Multifactor Mid Cap ETF

95 hedge funds and large institutions have $881M invested in John Hancock Multifactor Mid Cap ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 28

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less funds holding

Funds holding: 9795 (-2)

6.92% less ownership

Funds ownership: 80.75%73.83% (-6.9%)

29% less capital invested

Capital invested by funds: $1.25B → $881M (-$367M)

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
43
Reduced
28
Closed
14
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
$400M +$17M +472,072 +3%
Ameriprise
2
Ameriprise
Minnesota
$58M +$10.1M +278,963 +16%
Morgan Stanley
3
Morgan Stanley
New York
$49.8M +$6.76M +187,668 +12%
UBS Group
4
UBS Group
Switzerland
$48.8M +$2.72M +75,510 +5%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$38.6M +$947K +26,293 +2%
Bank of America
6
Bank of America
North Carolina
$31.7M -$17.8M -494,840 -31%
Wells Fargo
7
Wells Fargo
California
$29.9M +$2.18M +60,642 +6%
LPL Financial
8
LPL Financial
California
$29.5M -$3.22M -89,481 -8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$21.9M -$4.77M -132,381 -15%
PAG
10
Private Advisor Group
New Jersey
$15.9M +$4.36M +121,024 +28%
CG
11
Colony Group
Massachusetts
$14.7M +$922K +25,596 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14.3M +$7.38M +204,814 +68%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$11.5M +$3.25M +90,084 +29%
DFG
14
DWM Financial Group
Illinois
$8.92M -$2.4M -66,713 -18%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.08M -$6.44M -178,820 -42%
CAN
16
Cetera Advisor Networks
California
$6.93M +$8.48M +235,417 +2,751%
AAS
17
Avantax Advisory Services
Texas
$6.4M +$765K +21,228 +10%
CA
18
Cetera Advisors
Colorado
$5.5M +$275K +7,640 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.21M +$6.59M +182,788 New
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$4.73M -$1.48M -41,046 -20%
AW
21
ACG Wealth
Georgia
$4.5M -$885K -24,558 -13%
GRP
22
Global Retirement Partners
California
$4.08M +$98.7K +2,741 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.91M +$611K +16,958 +14%
Truist Financial
24
Truist Financial
North Carolina
$3.81M +$4.84M +134,263 New
SWMG
25
Sanchez Wealth Management Group
Florida
$3.39M -$57.6K -1,599 -1%

JHMM Hedge Fund Activity: Q1 2020 in Review

95 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q1 2020, worth a combined $881M — down 29% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JHMM positions and 14 closed out — a net gain of 1 holder — while 43 added to existing stakes and 28 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $17M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $50.8M sold.

  • 95 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q1 2020, down from 97 in Q4 2019.
  • Funds reported $881M of John Hancock Multifactor Mid Cap ETF stock for Q1 2020, down 29% quarter-over-quarter.
  • 15 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q1 2020 and 14 closed out, a net change of +1 holder.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q1 2020 was Manulife (Manufacturers Life Insurance), an estimated $17M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $50.8M sold.

Based on aggregated 13F filings for Q1 2020.