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John Hancock Multifactor Mid Cap ETF

146 hedge funds and large institutions have $1.63B invested in John Hancock Multifactor Mid Cap ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

60% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 40

9% more funds holding

Funds holding: 134146 (+12)

1.95% more ownership

Funds ownership: 69.65%71.61% (+2%)

2% less capital invested

Capital invested by funds: $1.66B → $1.63B (-$26.4M)

Holders
146
Holders Change
+12
Holders Change %
+8.96%
% of All Funds
2.25%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
22
Increased
64
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$161M -$8.68M -159,125 -5%
Morgan Stanley
2
Morgan Stanley
New York
$146M +$5.21M +95,546 +4%
Wells Fargo
3
Wells Fargo
California
$127M +$16M +292,558 +15%
LPL Financial
4
LPL Financial
California
$120M +$21.6M +395,632 +22%
UBS Group
5
UBS Group
Switzerland
$101M +$4.03M +73,955 +4%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$87.7M +$6.52M +119,507 +8%
Bank of America
7
Bank of America
North Carolina
$85.1M -$4.44M -81,447 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$78.4M +$19.2M +352,981 +33%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$71.3M +$4.53M +83,114 +7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$52.7M +$524K +9,610 +1%
HIF
11
Hill Island Financial
Michigan
$49.6M +$48.6M +891,468 New
PAG
12
Private Advisor Group
New Jersey
$48.6M +$1.43M +26,273 +3%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$34.7M
BSW
14
Buckingham Strategic Wealth
Missouri
$30.1M -$347K -6,366 -1%
FMP
15
Financial Management Professionals
Texas
$29.4M +$1.25M +23,012 +5%
CG
16
Colony Group
Massachusetts
$27.1M +$169K +3,100 +0.6%
AAS
17
Avantax Advisory Services
Texas
$24.3M +$2.64M +48,495 +12%
OBWG
18
Onyx Bridge Wealth Group
New York
$22.9M -$1.55M -28,352 -6%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$21.5M +$784K +14,378 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$21M -$3.64M -66,711 -15%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$19.7M +$6.04M +110,773 +46%
DAS
22
Dynamic Advisor Solutions
Arizona
$18.8M +$2.34M +42,969 +15%
CAN
23
Cetera Advisor Networks
California
$16.1M +$527K +9,666 +3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$14.9M +$3.61M +66,147 +33%
BWM
25
Bulltick Wealth Management
Florida
$13.8M

JHMM Hedge Fund Activity: Q4 2021 in Review

146 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q4 2021, worth a combined $1.63B — down 1.6% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JHMM positions and 8 closed out — a net gain of 14 holders — while 64 added to existing stakes and 40 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.6M. The largest seller was Global Retirement Partners, exiting entirely with an estimated $8.81M sold.

  • 146 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q4 2021, up from 134 in Q3 2021.
  • Funds reported $1.63B of John Hancock Multifactor Mid Cap ETF stock for Q4 2021, down 1.6% quarter-over-quarter.
  • 22 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q4 2021 and 8 closed out, a net change of +14 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q4 2021 was LPL Financial, an estimated $21.6M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q4 2021 was Global Retirement Partners, an estimated $8.81M sold.

Based on aggregated 13F filings for Q4 2021.