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John Hancock Preferred Income ETF

29 hedge funds and large institutions have $58.2M invested in John Hancock Preferred Income ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35% more capital invested

Capital invested by funds: $43.2M → $58.2M (+$14.9M)

21% more funds holding

Funds holding: 2429 (+5)

5.19% less ownership

Funds ownership: 96.92%91.73% (-5.2%)

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
17
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GBWM
1
Granite Bay Wealth Management
New Hampshire
$13.2M +$985K +43,473 +8%
EIA
2
Eldridge Investment Advisors
New Hampshire
$10.2M +$10.3M +456,017 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.92M +$4.53M +199,721 +1,013%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.6M -$5.1M -225,027 -52%
Bank of America
5
Bank of America
North Carolina
$4.17M +$348K +15,369 +9%
SA
6
Sanctuary Advisors
Indiana
$2.64M +$398K +17,560 +18%
RF
7
Robbins Farley
New Hampshire
$2.62M -$8.79K -388 -0.3%
AI
8
Atria Investments
North Carolina
$2.58M +$427K +18,822 +20%
ZIM
9
Zacks Investment Management
Illinois
$2.05M +$43.9K +1,938 +2%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.94M +$135K +5,975 +7%
LPL Financial
11
LPL Financial
California
$1.65M +$1.42M +62,520 +565%
1IA
12
1620 Investment Advisors
Massachusetts
$1.23M +$59.3K +2,615 +5%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$968K +$31.2K +1,378 +3%
BFA
14
Beacon Financial Advisory
Ohio
$809K +$8.12K +358 +1%
Jane Street
15
Jane Street
New York
$801K +$586K +25,861 +261%
Osaic Holdings
16
Osaic Holdings
Arizona
$639K +$245K +10,818 +61%
HighTower Advisors
17
HighTower Advisors
Illinois
$513K +$519K +22,912 New
QCIG
18
Quad-Cities Investment Group
Iowa
$454K +$4.01K +177 +0.9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$380K +$385K +16,975 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$377K +$257K +11,336 +206%
JWCA
21
J.W. Cole Advisors
Florida
$374K +$378K +16,675 New
EFMC
22
Empire Financial Management Company
New York
$279K +$64.9K +2,861 +30%
LEFP
23
Leading Edge Financial Planning
Tennessee
$233K +$236K +10,414 New
SFPG
24
Stonebridge Financial Planning Group
Florida
$208K +$210K +9,282 New
FFA
25
Farther Finance Advisors
California
$106K -$3.83K -169 -3%

JHPI Hedge Fund Activity: Q1 2025 in Review

29 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income ETF (JHPI) for Q1 2025, worth a combined $58.2M — up 35% from $43.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JHPI positions and 2 closed out — a net gain of 5 holders — while 17 added to existing stakes and 4 trimmed.

The largest buyer was Eldridge Investment Advisors, opening a new position worth an estimated $10.3M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $5.1M.

  • 29 institutional investors held John Hancock Preferred Income ETF (JHPI) as of Q1 2025, up from 24 in Q4 2024.
  • Funds reported $58.2M of John Hancock Preferred Income ETF stock for Q1 2025, up 35% quarter-over-quarter.
  • 7 funds opened new John Hancock Preferred Income ETF positions in Q1 2025 and 2 closed out, a net change of +5 holders.
  • The largest John Hancock Preferred Income ETF buyer in Q1 2025 was Eldridge Investment Advisors, an estimated $10.3M added.
  • The largest John Hancock Preferred Income ETF seller in Q1 2025 was Manulife (Manufacturers Life Insurance), an estimated $5.1M sold.

Based on aggregated 13F filings for Q1 2025.