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John Hancock Multifactor Small Cap ETF

51 hedge funds and large institutions have $309M invested in John Hancock Multifactor Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 4951 (+2)

5% more capital invested

Capital invested by funds: $295M → $309M (+$14.2M)

0.55% less ownership

Funds ownership: 91.34%90.79% (-0.55%)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
18
Closed
4
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
$790K -$74.3K -2,294 -8%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$750K +$762K +23,531 New
EW
28
Enzi Wealth
Texas
$738K -$733K -22,645 -50%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$635K
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$501K -$24.5K -758 -5%
MFG
31
Magnus Financial Group
New York
$450K
RJA
32
Raymond James & Associates
Florida
$433K +$439K +13,566 New
PPP
33
Private Portfolio Partners
New Jersey
$424K
PAG
34
Private Advisor Group
New Jersey
$345K -$70.2K -2,170 -17%
OIA
35
OneDigital Investment Advisors
Kansas
$330K +$2.91K +90 +0.9%
AAS
36
Avantax Advisory Services
Texas
$320K -$456K -14,086 -58%
Ameriprise
37
Ameriprise
Minnesota
$320K +$61.8K +1,908 +24%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$319K -$1K -31 -0.3%
Citadel Advisors
39
Citadel Advisors
Florida
$314K +$319K +9,839 New
CWM
40
Cahaba Wealth Management
Georgia
$265K
WGCA
41
Wolf Group Capital Advisors
Virginia
$250K
IWM
42
IHT Wealth Management
Illinois
$219K +$4.21K +130 +2%
CAL
43
Capital Advisors Ltd
Ohio
$53K
WPA
44
West Paces Advisors
Georgia
$46.2K
CT
45
Colonial Trust
South Carolina
$28K +$550 +17 +2%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$25.8K +$26.2K +808 New
GRP
47
Global Retirement Partners
California
$7.36K +$7.67K +237 New
WIM
48
Westside Investment Management
California
$2.93K
Fidelity Investments
49
Fidelity Investments
Massachusetts
$478
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$329 +$28.8K +890 +9%

JHSC Hedge Fund Activity: Q1 2023 in Review

51 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q1 2023, worth a combined $309M — up 4.8% from $295M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHSC positions and 4 closed out — a net gain of 2 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $5.62M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $5.92M.

  • 51 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q1 2023, up from 49 in Q4 2022.
  • Funds reported $309M of John Hancock Multifactor Small Cap ETF stock for Q1 2023, up 4.8% quarter-over-quarter.
  • 6 funds opened new John Hancock Multifactor Small Cap ETF positions in Q1 2023 and 4 closed out, a net change of +2 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q1 2023 was Bank of America, an estimated $5.62M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q1 2023 was Manulife (Manufacturers Life Insurance), an estimated $5.92M sold.

Based on aggregated 13F filings for Q1 2023.