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John Hancock Multifactor Small Cap ETF

55 hedge funds and large institutions have $388M invested in John Hancock Multifactor Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

16% more capital invested

Capital invested by funds: $334M → $388M (+$53.4M)

3.92% more ownership

Funds ownership: 97.16%101.08% (+3.9%)

4% more funds holding

Funds holding: 5355 (+2)

25% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 24

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
26
Flagship Harbor Advisors
Massachusetts
$990K +$16.4K +499 +2%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$955K -$1.22K -37 -0.1%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$618K -$239K -7,274 -30%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$536K -$3.19K -97 -0.7%
MFG
30
Magnus Financial Group
New York
$511K -$4.18K -127 -0.9%
Ameriprise
31
Ameriprise
Minnesota
$455K +$15.5K +470 +4%
PPP
32
Private Portfolio Partners
New Jersey
$449K -$31.7K -962 -7%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$423K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$397K +$194K +5,900 +119%
AAS
35
Avantax Advisory Services
Texas
$386K +$44.6K +1,354 +15%
PAG
36
Private Advisor Group
New Jersey
$368K +$9.08K +276 +3%
OIA
37
OneDigital Investment Advisors
Kansas
$365K -$8.29K -252 -2%
SWP
38
Stratos Wealth Partners
Ohio
$344K +$49.6K +1,508 +19%
CWM
39
Cahaba Wealth Management
Georgia
$304K
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$281K -$258K -7,842 -51%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$280K -$4.08K -124 -2%
DAS
42
Dynamic Advisor Solutions
Arizona
$272K -$121K -3,668 -32%
WGCA
43
Wolf Group Capital Advisors
Virginia
$263K
IWM
44
IHT Wealth Management
Illinois
$255K +$230 +7 +0.1%
SWM
45
SigFig Wealth Management
California
$213K +$192K +5,823 New
EW
46
Enzi Wealth
Texas
$213K -$102K -3,098 -34%
WPA
47
West Paces Advisors
Georgia
$53K
CAL
48
Capital Advisors Ltd
Ohio
$40K +$6.58K +200 +22%
CT
49
Colonial Trust
South Carolina
$32.3K -$823 -25 -3%
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$29.5K

JHSC Hedge Fund Activity: Q4 2023 in Review

55 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q4 2023, worth a combined $388M — up 16% from $334M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHSC positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.4M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $13M.

  • 55 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q4 2023, up from 53 in Q3 2023.
  • Funds reported $388M of John Hancock Multifactor Small Cap ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 5 funds opened new John Hancock Multifactor Small Cap ETF positions in Q4 2023 and 3 closed out, a net change of +2 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $16.4M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q4 2023 was Manulife (Manufacturers Life Insurance), an estimated $13M sold.

Based on aggregated 13F filings for Q4 2023.