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John Hancock Preferred Income ETF

24 hedge funds and large institutions have $47.6M invested in John Hancock Preferred Income ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

7% more capital invested

Capital invested by funds: $44.7M → $47.6M (+$2.91M)

4% more funds holding

Funds holding: 2324 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.04% less ownership

Funds ownership: 111.28%106.24% (-5%)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
13
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.9M -$1.59M -70,020 -10%
GBWM
2
Granite Bay Wealth Management
New Hampshire
$12.1M +$658K +28,911 +6%
Bank of America
3
Bank of America
North Carolina
$3.64M -$590K -25,910 -14%
RF
4
Robbins Farley
New Hampshire
$2.64M +$115K +5,055 +5%
SA
5
Sanctuary Advisors
Indiana
$2.21M +$159K +7,008 +8%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.19M +$103K +4,535 +5%
ZIM
7
Zacks Investment Management
Illinois
$2.16M +$2.11M +92,771 New
AI
8
Atria Investments
North Carolina
$2.13M +$77.8K +3,417 +4%
3AM
9
3EDGE Asset Management
Florida
$1.2M -$9.65K -424 -0.8%
1IA
10
1620 Investment Advisors
Massachusetts
$1.16M +$31.5K +1,383 +3%
BFA
11
Beacon Financial Advisory
Ohio
$810K +$13.5K +594 +2%
Jane Street
12
Jane Street
New York
$492K -$232K -10,181 -32%
QCIG
13
Quad-Cities Investment Group
Iowa
$437K +$36.9K +1,623 +9%
Osaic Holdings
14
Osaic Holdings
Arizona
$418K +$60.6K +2,662 +17%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$366K +$37.7K +1,656 +12%
LPL Financial
16
LPL Financial
California
$257K -$319 -14 -0.1%
EFMC
17
Empire Financial Management Company
New York
$222K +$11.4K +500 +6%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$118K +$34.7K +1,523 +43%
FFA
19
Farther Finance Advisors
California
$114K +$112K +4,906 New
CAL
20
Capital Advisors Ltd
Ohio
$89K -$33.3K -1,462 -28%
HI
21
Harbour Investments
Wisconsin
$42.3K
Morgan Stanley
22
Morgan Stanley
New York
$8.85K +$8.65K +380 +38,000%
AF
23
Advisornet Financial
Minnesota
$6.09K
UBS Group
24
UBS Group
Switzerland
$1.19K +$1.16K +51 New
FFO
25
Fortitude Family Office
Arizona
-$27.5K -1,232 Closed

JHPI Hedge Fund Activity: Q3 2024 in Review

24 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income ETF (JHPI) for Q3 2024, worth a combined $47.6M — up 6.5% from $44.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JHPI positions and 2 closed out — a net gain of 1 holder — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Zacks Investment Management, opening a new position worth an estimated $2.11M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $1.59M.

  • 24 institutional investors held John Hancock Preferred Income ETF (JHPI) as of Q3 2024, up from 23 in Q2 2024.
  • Funds reported $47.6M of John Hancock Preferred Income ETF stock for Q3 2024, up 6.5% quarter-over-quarter.
  • 3 funds opened new John Hancock Preferred Income ETF positions in Q3 2024 and 2 closed out, a net change of +1 holder.
  • The largest John Hancock Preferred Income ETF buyer in Q3 2024 was Zacks Investment Management, an estimated $2.11M added.
  • The largest John Hancock Preferred Income ETF seller in Q3 2024 was Manulife (Manufacturers Life Insurance), an estimated $1.59M sold.

Based on aggregated 13F filings for Q3 2024.