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John Hancock Multifactor Mid Cap ETF

218 hedge funds and large institutions have $2.58B invested in John Hancock Multifactor Mid Cap ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 94 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 71

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0.87% more ownership

Funds ownership: 70.37%71.24% (+0.87%)

1% less funds holding

Funds holding: 220218 (-2)

4% less capital invested

Capital invested by funds: $2.69B → $2.58B (-$104M)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
218
Holders Change
-2
Holders Change %
-0.91%
% of All Funds
3.15%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
23
Increased
94
Reduced
71
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$280M +$5.79M +104,586 +2%
LPL Financial
2
LPL Financial
California
$237M +$18.3M +331,127 +8%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$209M -$1.77M -31,991 -0.8%
Wells Fargo
4
Wells Fargo
California
$167M -$6.39M -115,402 -4%
Morgan Stanley
5
Morgan Stanley
New York
$147M +$1.17M +21,150 +0.8%
UBS Group
6
UBS Group
Switzerland
$116M +$3.56M +64,258 +3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$107M -$10.7M -193,843 -9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$104M +$858K +15,497 +0.8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$93.4M +$1.67M +30,165 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$82M +$1.74M +31,409 +2%
SAF
11
Smith Anglin Financial
Texas
$70.6M +$3.01M +54,405 +4%
PAG
12
Private Advisor Group
New Jersey
$64.8M -$6.72M -121,320 -9%
HIF
13
Hill Island Financial
Michigan
$61.4M +$936K +16,903 +2%
Bank of America
14
Bank of America
North Carolina
$55.2M +$3.89M +70,215 +8%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$49.4M -$51.1K -922 -0.1%
FMP
16
Financial Management Professionals
Texas
$42.4M +$1.66M +30,034 +4%
EW
17
Enzi Wealth
Texas
$36.3M +$214K +3,859 +0.6%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$36.2M -$1.21M -21,920 -3%
AWA
19
Amplius Wealth Advisors
Pennsylvania
$36M +$444K +8,020 +1%
AAS
20
Avantax Advisory Services
Texas
$31.8M +$613K +11,059 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$27.4M +$356K +6,425 +1%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$25.5M -$48.3K -872 -0.2%
BSW
23
Buckingham Strategic Wealth
Missouri
$24.6M -$775K -13,994 -3%
DAS
24
Dynamic Advisor Solutions
Arizona
$20.9M -$9.66M -174,376 -32%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$18.7M +$1.79M +32,245 +10%

JHMM Hedge Fund Activity: Q2 2024 in Review

218 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Mid Cap ETF (JHMM) for Q2 2024, worth a combined $2.58B — down 3.9% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JHMM positions and 22 closed out — a net gain of 1 holder — while 94 added to existing stakes and 71 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $54.5M. The largest seller was Bulltick Wealth Management, exiting entirely with an estimated $12.3M sold.

  • 218 institutional investors held John Hancock Multifactor Mid Cap ETF (JHMM) as of Q2 2024, down from 220 in Q1 2024.
  • Funds reported $2.58B of John Hancock Multifactor Mid Cap ETF stock for Q2 2024, down 3.9% quarter-over-quarter.
  • 23 funds opened new John Hancock Multifactor Mid Cap ETF positions in Q2 2024 and 22 closed out, a net change of +1 holder.
  • The largest John Hancock Multifactor Mid Cap ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $54.5M added.
  • The largest John Hancock Multifactor Mid Cap ETF seller in Q2 2024 was Bulltick Wealth Management, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2024.