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John Hancock Multifactor Mid Cap ETF

211 hedge funds and large institutions have $2.83B invested in John Hancock Multifactor Mid Cap ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $2.31B → $2.83B (+$520M)

10% more funds holding

Funds holding: 191211 (+20)

4.77% more ownership

Funds ownership: 74.86%79.64% (+4.8%)

1% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 73

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
211
Holders Change
+20
Holders Change %
+10.47%
% of All Funds
3.08%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.2%
New
34
Increased
74
Reduced
73
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$290M +$134M +2,784,736 +102%
Ameriprise
2
Ameriprise
Minnesota
$238M +$23.3M +482,213 +12%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$213M -$10.1M -209,785 -5%
LPL Financial
4
LPL Financial
California
$211M +$8.93M +185,130 +5%
Wells Fargo
5
Wells Fargo
California
$198M +$3.34M +69,295 +2%
GBWM
6
Granite Bay Wealth Management
New Hampshire
$171M +$21.4M +444,454 +14%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$137M +$807K +16,718 +0.6%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$122M -$7.99M -165,671 -7%
UBS Group
9
UBS Group
Switzerland
$121M +$4.19M +86,854 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$83.8M -$2.63M -54,572 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$80.5M +$2.86M +59,244 +4%
PAG
12
Private Advisor Group
New Jersey
$74M -$1.06M -22,007 -2%
SAF
13
Smith Anglin Financial
Texas
$62.6M +$56.8M +1,176,630 +9,012%
HIF
14
Hill Island Financial
Michigan
$58.9M +$1.96M +40,710 +4%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$55.1M +$14.8M +307,263 +42%
Bank of America
16
Bank of America
North Carolina
$48.3M +$2.93M +60,645 +7%
FMP
17
Financial Management Professionals
Texas
$37.6M +$265K +5,492 +0.8%
EW
18
Enzi Wealth
Texas
$35.5M -$2.65M -54,929 -8%
AWA
19
Amplius Wealth Advisors
Pennsylvania
$34M +$1.97M +40,907 +7%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$30.6M +$28M +580,824 New
AAS
21
Avantax Advisory Services
Texas
$29.5M +$1.13M +23,356 +4%
CAN
22
Cetera Advisor Networks
California
$28.8M +$5.69K +118 +0%
DAS
23
Dynamic Advisor Solutions
Arizona
$27.6M +$566K +11,736 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$25.9M +$508K +10,536 +2%
BSW
25
Buckingham Strategic Wealth
Missouri
$24.7M -$114K -2,355 -0.5%

JHMM Hedge Fund Activity: Q4 2023 in Review

211 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q4 2023, worth a combined $2.83B — up 23% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new JHMM positions and 12 closed out — a net gain of 22 holders — while 74 added to existing stakes and 73 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was KPP Advisory Services, exiting entirely with an estimated $13.8M sold.

  • 211 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q4 2023, up from 191 in Q3 2023.
  • Funds reported $2.83B of John Hancock Multifactor Mid Cap ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 34 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q4 2023 and 12 closed out, a net change of +22 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q4 2023 was KPP Advisory Services, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2023.