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JHMT

John Hancock Multifactor Technology ETF

Delisted

JHMT was delisted on the 24th of October, 2022.

24 hedge funds and large institutions have $23M invested in John Hancock Multifactor Technology ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

23% more capital invested

Capital invested by funds: $18.6M → $23M (+$4.33M)

14% more funds holding

Funds holding: 2124 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
8
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.68M -$179K -2,474 -2%
BAM
2
Bellevue Asset Management
Washington
$4.34M +$503K +6,963 +15%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.38M -$83.2K -1,152 -3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.43M +$72.2K +1,000 +6%
WCM
5
Whitener Capital Management
North Carolina
$1.08M -$14.4K -200 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$532K +$82K +1,136 +20%
Bank of America
7
Bank of America
North Carolina
$422K -$4.26K -59 -1%
RBCM
8
Raub Brock Capital Management
California
$380K +$1.16K +16 +0.3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$366K +$335K +4,645 New
FEM
10
Fulcrum Equity Management
Texas
$364K +$5.49K +76 +2%
CFA
11
Carroll Financial Associates
North Carolina
$309K
BFA
12
Beaumont Financial Advisors
Massachusetts
$301K -$102K -1,413 -27%
WP
13
WealthPLAN Partners
Nebraska
$300K
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$254K -$5.99K -83 -3%
AWM
15
Accel Wealth Management
Iowa
$247K +$227K +3,143 New
PAG
16
Private Advisor Group
New Jersey
$240K -$25K -346 -10%
Morgan Stanley
17
Morgan Stanley
New York
$163K -$102K -1,417 -41%
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$79K +$72.2K +1,000 New
BFC
19
Bedel Financial Consulting
Indiana
$67K +$217 +3 +0.4%
NFG
20
Next Financial Group
Texas
$37K +$20.4K +282 +149%
UBS Group
21
UBS Group
Switzerland
$8K +$289 +4 +4%
AIL
22
AGF Investments LLC
Ontario, Canada
$4K -$794 -11 -18%
PA
23
PFG Advisors
Arizona
-$210K -3,070 Closed
FHA
24
Flagship Harbor Advisors
Massachusetts
-$52K -793 Closed
Wells Fargo
25
Wells Fargo
California
+$72 +1 New

JHMT Hedge Fund Activity: Q4 2020 in Review

24 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Technology ETF (JHMT) for Q4 2020, worth a combined $23M — up 23% from $18.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHMT positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Bellevue Asset Management, adding an estimated $503K. The largest seller was PFG Advisors, exiting entirely with an estimated $210K sold.

  • 24 institutional investors held John Hancock Multifactor Technology ETF (JHMT) as of Q4 2020, up from 21 in Q3 2020.
  • Funds reported $23M of John Hancock Multifactor Technology ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 5 funds opened new John Hancock Multifactor Technology ETF positions in Q4 2020 and 2 closed out, a net change of +3 holders.
  • The largest John Hancock Multifactor Technology ETF buyer in Q4 2020 was Bellevue Asset Management, an estimated $503K added.
  • The largest John Hancock Multifactor Technology ETF seller in Q4 2020 was PFG Advisors, an estimated $210K sold.

Based on aggregated 13F filings for Q4 2020.