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John Hancock Multifactor Mid Cap ETF

188 hedge funds and large institutions have $2.26B invested in John Hancock Multifactor Mid Cap ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $2.01B → $2.26B (+$254M)

4% more funds holding

Funds holding: 180188 (+8)

7% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 69

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.3% less ownership

Funds ownership: 71.45%71.15% (-0.3%)

Holders
188
Holders Change
+8
Holders Change %
+4.44%
% of All Funds
2.95%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
19
Increased
74
Reduced
69
Closed
10
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
$221M +$3.48M +73,153 +2%
Ameriprise
2
Ameriprise
Minnesota
$193M +$4.75M +100,077 +3%
LPL Financial
3
LPL Financial
California
$187M +$10.9M +230,112 +7%
Wells Fargo
4
Wells Fargo
California
$181M +$5.65M +118,844 +3%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$164M +$12.7M +268,014 +9%
Morgan Stanley
6
Morgan Stanley
New York
$141M +$8.42M +177,158 +7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$122M +$2.28M +48,027 +2%
UBS Group
8
UBS Group
Switzerland
$103M +$3.44M +72,497 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$83.6M +$5.09M +107,198 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$71.3M +$616K +12,956 +0.9%
PAG
11
Private Advisor Group
New Jersey
$68.8M +$3.53M +74,351 +6%
HIF
12
Hill Island Financial
Michigan
$53M +$969K +20,402 +2%
Bank of America
13
Bank of America
North Carolina
$44.6M +$2.36M +49,722 +6%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$39.2M +$8.56M +180,265 +29%
EW
15
Enzi Wealth
Texas
$37.6M +$6.21M +130,631 +22%
FMP
16
Financial Management Professionals
Texas
$34M +$1.28M +26,912 +4%
AWA
17
Amplius Wealth Advisors
Pennsylvania
$30.8M +$337K +7,091 +1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$28.2M +$2.91M +61,269 +12%
CAN
19
Cetera Advisor Networks
California
$26.8M +$6.96M +146,573 +37%
AAS
20
Avantax Advisory Services
Texas
$26M -$882K -18,557 -3%
DAS
21
Dynamic Advisor Solutions
Arizona
$23.7M -$4.3M -90,511 -16%
BSW
22
Buckingham Strategic Wealth
Missouri
$23.4M -$716K -15,066 -3%
CG
23
Colony Group
Massachusetts
$23.1M -$259K -5,444 -1%
Osaic Holdings
24
Osaic Holdings
Arizona
$21.7M +$557K +11,719 +3%
GWAG
25
Garrett Wealth Advisory Group
Texas
$15.2M +$319K +6,705 +2%

JHMM Hedge Fund Activity: Q2 2023 in Review

188 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q2 2023, worth a combined $2.26B — up 13% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JHMM positions and 10 closed out — a net gain of 9 holders — while 74 added to existing stakes and 69 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $12.7M. The largest seller was Dynamic Advisor Solutions, cutting an estimated $4.3M.

  • 188 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q2 2023, up from 180 in Q1 2023.
  • Funds reported $2.26B of John Hancock Multifactor Mid Cap ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 19 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q2 2023 and 10 closed out, a net change of +9 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q2 2023 was Northwestern Mutual Wealth Management, an estimated $12.7M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q2 2023 was Dynamic Advisor Solutions, an estimated $4.3M sold.

Based on aggregated 13F filings for Q2 2023.