John Hancock Multifactor Consumer Staples ETF
JHMS
JHMS was delisted on the 24th of October, 2022.
12 hedge funds and large institutions have $41.3M invested in John Hancock Multifactor Consumer Staples ETF in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
100% more funds holding
Funds holding: 6 → 12 (+6)
29% more capital invested
Capital invested by funds: $31.9M → $41.3M (+$9.4M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$5.35M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$2M |
| 3 |
Jane Street
New York
|
+$770K |
| 4 |
FA
FDx Advisors
Chicago,
Illinois
|
+$311K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$308K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
-$1.4M |
| 2 |
VF
Virtu Financial
New York
|
-$830K |
| 3 |
LPL Financial
San Diego,
California
|
-$58.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $31.3M | +$29.8K | +1,114 | +0.1% |
|
|
BCI
2
Brinker Capital Investments
Berwyn,
Pennsylvania
| $5.55M | +$5.35M | +200,000 | New |
|
|
BFA
3
Beaumont Financial Advisors
Needham,
Massachusetts
| $2.08M | +$2M | +74,862 | New |
|
|
4
Jane Street
New York
| $798K | +$770K | +28,791 | New |
|
|
VF
5
Virtu Financial
New York
| $399K | -$830K | -31,019 | -68% |
|
|
FA
6
FDx Advisors
Chicago,
Illinois
| $323K | +$311K | +11,634 | New |
|
|
AI
7
Atria Investments
Charlotte,
North Carolina
| $319K | +$308K | +11,515 | New |
|
|
8
LPL Financial
San Diego,
California
| $283K | -$58.9K | -2,200 | -18% |
|
|
WP
9
WealthSource Partners
San Luis Obispo,
California
| $233K | +$225K | +8,409 | New |
|
|
LTFS
10
Ladenburg Thalmann Financial Services
Miami,
Florida
| $22K | – | – | – |
|
|
AG
11
Advisor Group
Phoenix,
Arizona
| $11K | – | – | – |
|
12
UBS Group
Zurich,
Switzerland
| $11K | +$10.6K | +396 | New |
|
|
CI
13
Cavalier Investments
Alpharetta,
Georgia
| – | -$1.4M | -54,403 | Closed |
|
JHMS Hedge Fund Activity: Q4 2017 in Review
12 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Consumer Staples ETF (JHMS) for Q4 2017, worth a combined $41.3M — up 29% from $31.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JHMS positions and 1 closed out — a net gain of 6 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $5.35M. The largest seller was Cavalier Investments, exiting entirely with an estimated $1.4M sold.
- 12 institutional investors held John Hancock Multifactor Consumer Staples ETF (JHMS) as of Q4 2017, up from 6 in Q3 2017.
- Funds reported $41.3M of John Hancock Multifactor Consumer Staples ETF stock for Q4 2017, up 29% quarter-over-quarter.
- 7 funds opened new John Hancock Multifactor Consumer Staples ETF positions in Q4 2017 and 1 closed out, a net change of +6 holders.
- The largest John Hancock Multifactor Consumer Staples ETF buyer in Q4 2017 was Brinker Capital Investments, an estimated $5.35M added.
- The largest John Hancock Multifactor Consumer Staples ETF seller in Q4 2017 was Cavalier Investments, an estimated $1.4M sold.
Based on aggregated 13F filings for Q4 2017.