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John Hancock Multifactor Mid Cap ETF
JHMM

220 hedge funds and large institutions have $2.69B invested in John Hancock Multifactor Mid Cap ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

15% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 74

4% more funds holding

Funds holding: 211 → 220 (+9)

5% less capital invested

Capital invested by funds: $2.83B → $2.69B (-$140M)

9.27% less ownership

Funds ownership: 79.64% → 70.37% (-9.3%)

Holders
220
Holders Change
+9
Holders Change %
+4.27%
% of All Funds
3.17%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.24%
New
26
Increased
85
Reduced
74
Closed
16
Calls
$201K
Puts
–
Net Calls
+$201K
Net Calls Change
+$201K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$30M
2
Ameriprise
Ameriprise
Minnesota
+$24.2M
3
KAS
KPP Advisory Services
Kentucky
+$15.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.69M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.36M

Top Sellers

1
GBWM
Granite Bay Wealth Management
New Hampshire
-$186M
2
Morgan Stanley
Morgan Stanley
New York
-$153M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$39.1M
4
Wells Fargo
Wells Fargo
California
-$32.9M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$24.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$286M +$24.2M +450,309 +10%
LPL Financial
2
LPL Financial
California
$229M -$893K -16,623 -0.4%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$220M -$11.8M -220,474 -5%
Wells Fargo
4
Wells Fargo
California
$181M -$32.9M -611,803 -16%
Morgan Stanley
5
Morgan Stanley
New York
$153M -$153M -2,848,411 -52%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$122M -$9.77M -181,851 -8%
UBS Group
7
UBS Group
Switzerland
$117M -$13.3M -248,044 -11%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$108M -$39.1M -727,166 -28%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$95.6M +$7.36M +137,058 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$83.7M -$7.2M -133,928 -8%
PAG
11
Private Advisor Group
New Jersey
$74.6M -$5.72M -106,442 -8%
SAF
12
Smith Anglin Financial
Texas
$70.5M +$2.06M +38,427 +3%
HIF
13
Hill Island Financial
Michigan
$63M -$1.1M -20,529 -2%
Bank of America
14
Bank of America
North Carolina
$53.6M +$839K +15,622 +2%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$51.6M -$7.97M -148,314 -14%
FMP
16
Financial Management Professionals
Texas
$42.5M +$1.37M +25,564 +4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$39M +$30M +558,141 +462%
AWA
18
Amplius Wealth Advisors
Pennsylvania
$37.1M +$484 +9 +0%
EW
19
Enzi Wealth
Texas
$35.8M -$834K -15,521 -2%
AAS
20
Avantax Advisory Services
Texas
$32.5M +$337K +6,275 +1%
DAS
21
Dynamic Advisor Solutions
Arizona
$31.8M +$1.01M +18,798 +4%
CAN
22
Cetera Advisor Networks
California
$30.4M -$914K -17,016 -3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$28.2M +$4.78K +89 +0%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$26.6M -$29.3K -546 -0.1%
BSW
25
Buckingham Strategic Wealth
Missouri
$26.5M -$455K -8,470 -2%
1
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JHMM Hedge Fund Activity: Q1 2024 in Review

220 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q1 2024, worth a combined $2.69B — down 5% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JHMM positions and 16 closed out — a net gain of 10 holders — while 85 added to existing stakes and 74 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $30M. The largest seller was Granite Bay Wealth Management, cutting an estimated $186M.

  • 220 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q1 2024, up from 211 in Q4 2023.
  • Funds reported $2.69B of John Hancock Multifactor Mid Cap ETF stock for Q1 2024, down 5% quarter-over-quarter.
  • 26 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q1 2024 and 16 closed out, a net change of +10 holders.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $30M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q1 2024 was Granite Bay Wealth Management, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2024.