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John Hancock Preferred Income ETF

48 hedge funds and large institutions have $101M invested in John Hancock Preferred Income ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

480% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 5

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more funds holding

Funds holding: 3948 (+9)

5% less capital invested

Capital invested by funds: $106M → $101M (-$4.96M)

11.02% less ownership

Funds ownership: 93%81.98% (-11%)

Holders
48
Holders Change
+9
Holders Change %
+23.08%
% of All Funds
0.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
29
Reduced
5
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
$17.6M +$1.44M +62,491 +9%
LPL Financial
2
LPL Financial
California
$14.8M +$3.57M +154,995 +31%
EIA
3
Eldridge Investment Advisors
New Hampshire
$12.3M +$798K +34,614 +7%
Bank of America
4
Bank of America
North Carolina
$5.85M +$677K +29,368 +13%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.19M +$465K +20,147 +10%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$3.91M +$310K +13,450 +9%
FRA
7
FFG Retirement Advisors
Colorado
$3.89M -$15.3K -664 -0.4%
PAG
8
Private Advisor Group
New Jersey
$3.57M -$13.9M -602,288 -79%
RF
9
Robbins Farley
New Hampshire
$3.52M +$202K +8,772 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.51M +$935K +40,552 +36%
SA
11
Sanctuary Advisors
Indiana
$3.42M +$6.9K +299 +0.2%
BC
12
BDFS Capital
Delaware
$3.36M +$3.4M +147,236 New
BH
13
Burk Holdings
Oklahoma
$3.02M +$216K +9,373 +8%
MWM
14
Meridian Wealth Management
Kentucky
$1.46M +$195K +8,440 +15%
1IA
15
1620 Investment Advisors
Massachusetts
$1.43M +$77.7K +3,369 +6%
P
16
&Partners
Tennessee
$1.35M +$1.37M +59,230 New
EWA
17
Etesian Wealth Advisors
Oregon
$1.06M +$177K +7,676 +20%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$947K +$630K +27,310 +193%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$882K +$7.29K +316 +0.8%
BFA
20
Beacon Financial Advisory
Ohio
$864K +$17.1K +741 +2%
HighTower Advisors
21
HighTower Advisors
Illinois
$814K +$19.2K +833 +2%
Jane Street
22
Jane Street
New York
$714K +$721K +31,246 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$690K +$402K +17,444 +137%
NA
24
NewEdge Advisors
Louisiana
$628K +$66.7K +2,892 +12%
ZIM
25
Zacks Investment Management
Illinois
$564K -$114K -4,936 -17%

JHPI Hedge Fund Activity: Q4 2025 in Review

48 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income ETF (JHPI) for Q4 2025, worth a combined $101M — down 4.7% from $106M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JHPI positions and 2 closed out — a net gain of 10 holders — while 29 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.57M. The largest seller was Private Advisor Group, cutting an estimated $13.9M.

  • 48 institutional investors held John Hancock Preferred Income ETF (JHPI) as of Q4 2025, up from 39 in Q3 2025.
  • Funds reported $101M of John Hancock Preferred Income ETF stock for Q4 2025, down 4.7% quarter-over-quarter.
  • 12 funds opened new John Hancock Preferred Income ETF positions in Q4 2025 and 2 closed out, a net change of +10 holders.
  • The largest John Hancock Preferred Income ETF buyer in Q4 2025 was LPL Financial, an estimated $3.57M added.
  • The largest John Hancock Preferred Income ETF seller in Q4 2025 was Private Advisor Group, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2025.