John Hancock Preferred Income ETF
JHPI
10 hedge funds and large institutions have $23M invested in John Hancock Preferred Income ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
46.58% more ownership
Funds ownership: 86.36% → 132.93% (+47%)
25% more funds holding
Funds holding: 8 → 10 (+2)
15% more capital invested
Capital invested by funds: $20M → $23M (+$3.01M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.32M |
| 2 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$1.28M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$219K |
| 4 |
1IA
1620 Investment Advisors
Plymouth,
Massachusetts
|
+$206K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.76K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$459K |
| 2 |
CAL
Capital Advisors Ltd
Shaker Heights,
Ohio
|
-$146K |
| 3 |
JP Morgan Chase
New York
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $18.2M | +$2.19K | +100 | +0% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $2.28M | +$2.32M | +105,686 | New |
|
|
GBWM
3
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $1.27M | +$1.28M | +58,600 | New |
|
|
1IA
4
1620 Investment Advisors
Plymouth,
Massachusetts
| $812K | +$206K | +9,424 | +34% |
|
|
CW
5
CreativeOne Wealth
Overland Park,
Kansas
| $216K | +$219K | +10,000 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $147K | +$8.76K | +400 | +6% |
|
|
CAL
7
Capital Advisors Ltd
Shaker Heights,
Ohio
| $61K | -$146K | -6,672 | -70% |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $28K | – | – | – |
|
|
BAM
9
Bellevue Asset Management
Bellevue,
Washington
| $8.45K | – | – | – |
|
|
AF
10
Advisornet Financial
Minnetonka,
Minnesota
| $5.14K | +$5.21K | +238 | New |
|
|
11
Jane Street
New York
| – | -$459K | -20,856 | Closed |
|
|
12
JP Morgan Chase
New York
| – | -$4K | -200 | Closed |
|
JHPI Hedge Fund Activity: Q4 2022 in Review
10 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income ETF (JHPI) for Q4 2022, worth a combined $23M — up 15% from $20M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JHPI positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $2.32M. The largest seller was Jane Street, exiting entirely with an estimated $459K sold.
- 10 institutional investors held John Hancock Preferred Income ETF (JHPI) as of Q4 2022, up from 8 in Q3 2022.
- Funds reported $23M of John Hancock Preferred Income ETF stock for Q4 2022, up 15% quarter-over-quarter.
- 4 funds opened new John Hancock Preferred Income ETF positions in Q4 2022 and 2 closed out, a net change of +2 holders.
- The largest John Hancock Preferred Income ETF buyer in Q4 2022 was Bank of America, an estimated $2.32M added.
- The largest John Hancock Preferred Income ETF seller in Q4 2022 was Jane Street, an estimated $459K sold.
Based on aggregated 13F filings for Q4 2022.