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John Hancock Multifactor Small Cap ETF

58 hedge funds and large institutions have $361M invested in John Hancock Multifactor Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4% more funds holding

Funds holding: 5658 (+2)

1.3% more ownership

Funds ownership: 83.71%85.01% (+1.3%)

1% less capital invested

Capital invested by funds: $366M → $361M (-$5.17M)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
26
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
26
JNBA Financial Advisors
Minnesota
$994K -$43.7K -1,178 -4%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$968K +$33.4K +900 +4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$876K +$599K +16,154 +215%
SA
29
Sanctuary Advisors
Indiana
$585K +$593K +15,989 New
AI
30
Atria Investments
North Carolina
$579K +$580K +15,648 New
MFG
31
Magnus Financial Group
New York
$523K +$4.93K +133 +1%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$504K -$28.7K -773 -5%
PPP
33
Private Portfolio Partners
New Jersey
$471K +$15.5K +418 +3%
AAS
34
Avantax Advisory Services
Texas
$458K +$54.4K +1,466 +13%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$428K
WWA
36
WCG Wealth Advisors
Nevada
$409K +$409K +11,043 New
OIA
37
OneDigital Investment Advisors
Kansas
$368K +$3.63K +98 +1%
SWP
38
Stratos Wealth Partners
Ohio
$351K
PAG
39
Private Advisor Group
New Jersey
$339K +$1.82K +49 +0.5%
CPIA
40
Cornell Pochily Investment Advisors
New York
$330K +$330K +8,914 New
CWM
41
Cahaba Wealth Management
Georgia
$308K +$37 +1 +0%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$298K -$470K -12,669 -61%
WGCA
43
Wolf Group Capital Advisors
Virginia
$291K
SWM
44
SigFig Wealth Management
California
$275K +$21.8K +588 +9%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$258K +$259K +6,980 New
IWM
46
IHT Wealth Management
Illinois
$220K +$185 +5 +0.1%
IAIM
47
International Assets Investment Management
Florida
$62.9K +$63K +1,700 New
WPA
48
West Paces Advisors
Georgia
$53.7K
PB
49
Pinnacle Bancorp
Nebraska
$50.4K
NA
50
NewEdge Advisors
Louisiana
$45.3K +$148 +4 +0.3%

JHSC Hedge Fund Activity: Q2 2024 in Review

58 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q2 2024, worth a combined $361M — down 1.4% from $366M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JHSC positions and 7 closed out — a net gain of 2 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was UBS Group, adding an estimated $3.55M. The largest seller was Morgan Stanley, cutting an estimated $5.48M.

  • 58 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q2 2024, up from 56 in Q1 2024.
  • Funds reported $361M of John Hancock Multifactor Small Cap ETF stock for Q2 2024, down 1.4% quarter-over-quarter.
  • 9 funds opened new John Hancock Multifactor Small Cap ETF positions in Q2 2024 and 7 closed out, a net change of +2 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q2 2024 was UBS Group, an estimated $3.55M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q2 2024 was Morgan Stanley, an estimated $5.48M sold.

Based on aggregated 13F filings for Q2 2024.