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John Hancock Multifactor Small Cap ETF

48 hedge funds and large institutions have $275M invested in John Hancock Multifactor Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

4% more funds holding

Funds holding: 4648 (+2)

0.78% more ownership

Funds ownership: 88.76%89.54% (+0.78%)

6% less capital invested

Capital invested by funds: $294M → $275M (-$19M)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
18
Reduced
20
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
26
American Institute for Advanced Investment Management
Arizona
$739K
EAM
27
Empirical Asset Management
Massachusetts
$622K -$159K -5,135 -19%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$619K +$671K +21,716 +6,502%
PAG
29
Private Advisor Group
New Jersey
$608K +$82.7K +2,679 +14%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$559K +$136K +4,404 +28%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$501K +$21.6K +698 +4%
TRCT
32
Tower Research Capital (TRC)
New York
$468K +$52.3K +1,694 +11%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$439K -$814K -26,364 -63%
PPP
34
Private Portfolio Partners
New Jersey
$373K +$15.9K +514 +4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$362K -$22.6K -732 -5%
CWM
36
Cahaba Wealth Management
Georgia
$350K +$386K +12,493 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$331K -$15.3K -495 -4%
OIA
38
OneDigital Investment Advisors
Kansas
$300K +$3K +97 +0.9%
5L
39
55I LLC
Massachusetts
$230K +$253K +8,186 New
WGCA
40
Wolf Group Capital Advisors
Virginia
$221K
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$140K +$20.6K +668 +15%
CAL
42
Capital Advisors Ltd
Ohio
$53K
WPA
43
West Paces Advisors
Georgia
$40.7K
SL
44
Savior LLC
Massachusetts
$2K -$2.72K -88 -51%
IA
45
IFP Advisors
Florida
$2K
NDSI
46
Newman Dignan & Sheerar Inc
Rhode Island
$1.24K -$30.2K -978 -2%
WIM
47
Westside Investment Management
California
$2
JWA
48
JFS Wealth Advisors
Pennsylvania
-$1K -25 Closed

JHSC Hedge Fund Activity: Q3 2022 in Review

48 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q3 2022, worth a combined $275M — down 6.5% from $294M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JHSC positions and 1 closed out — a net gain of 2 holders — while 18 added to existing stakes and 20 trimmed.

The largest buyer was Wipfli Financial Advisors, adding an estimated $1.99M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $5.57M.

  • 48 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q3 2022, up from 46 in Q2 2022.
  • Funds reported $275M of John Hancock Multifactor Small Cap ETF stock for Q3 2022, down 6.5% quarter-over-quarter.
  • 3 funds opened new John Hancock Multifactor Small Cap ETF positions in Q3 2022 and 1 closed out, a net change of +2 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q3 2022 was Wipfli Financial Advisors, an estimated $1.99M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q3 2022 was Manulife (Manufacturers Life Insurance), an estimated $5.57M sold.

Based on aggregated 13F filings for Q3 2022.