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John Hancock Multifactor Mid Cap ETF

180 hedge funds and large institutions have $2.01B invested in John Hancock Multifactor Mid Cap ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 48

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

2% more funds holding

Funds holding: 177180 (+3)

4% more capital invested

Capital invested by funds: $1.92B → $2.01B (+$86M)

0.94% less ownership

Funds ownership: 72.39%71.45% (-0.94%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.87%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
25
Increased
79
Reduced
48
Closed
19
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
$209M -$5.42M -111,487 -2%
Ameriprise
2
Ameriprise
Minnesota
$182M +$2.23M +45,947 +1%
LPL Financial
3
LPL Financial
California
$169M +$17.7M +363,235 +11%
Wells Fargo
4
Wells Fargo
California
$168M +$2.67M +54,875 +2%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$145M +$10.8M +221,257 +8%
Morgan Stanley
6
Morgan Stanley
New York
$128M -$3.51M -72,267 -3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$116M +$6.28M +129,160 +6%
UBS Group
8
UBS Group
Switzerland
$95.6M +$1.8M +37,129 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$75.4M -$7.47M -153,610 -9%
PAG
10
Private Advisor Group
New Jersey
$62.7M +$3.76M +77,371 +6%
HIF
11
Hill Island Financial
Michigan
$48.9M +$2.22M +45,733 +5%
Bank of America
12
Bank of America
North Carolina
$40.6M -$3.96M -81,532 -9%
FMP
13
Financial Management Professionals
Texas
$31.5M +$248K +5,099 +0.8%
AWA
14
Amplius Wealth Advisors
Pennsylvania
$29.3M +$1.71M +35,097 +6%
EW
15
Enzi Wealth
Texas
$29.1M +$12.3M +252,172 +71%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$28.9M -$10.6M -217,203 -26%
DAS
17
Dynamic Advisor Solutions
Arizona
$27.2M +$2.65M +54,473 +11%
AAS
18
Avantax Advisory Services
Texas
$26M -$593K -12,211 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$24.2M -$237K -4,883 -1%
BSW
20
Buckingham Strategic Wealth
Missouri
$22.6M
CG
21
Colony Group
Massachusetts
$22.5M +$517K +10,641 +2%
Osaic Holdings
22
Osaic Holdings
Arizona
$20.3M -$63.2K -1,301 -0.3%
CAN
23
Cetera Advisor Networks
California
$18.8M +$1.37M +28,127 +8%
GWAG
24
Garrett Wealth Advisory Group
Texas
$14.3M +$250K +5,134 +2%
GRP
25
Global Retirement Partners
California
$13.8M +$617K +12,705 +4%

JHMM Hedge Fund Activity: Q1 2023 in Review

180 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q1 2023, worth a combined $2.01B — up 4.5% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JHMM positions and 19 closed out — a net gain of 6 holders — while 79 added to existing stakes and 48 trimmed.

The largest buyer was LPL Financial, adding an estimated $17.7M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $10.6M.

  • 180 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q1 2023, up from 177 in Q4 2022.
  • Funds reported $2.01B of John Hancock Multifactor Mid Cap ETF stock for Q1 2023, up 4.5% quarter-over-quarter.
  • 25 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q1 2023 and 19 closed out, a net change of +6 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q1 2023 was LPL Financial, an estimated $17.7M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q1 2023 was Thrivent Financial for Lutherans, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2023.