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John Hancock Multifactor Small Cap ETF

62 hedge funds and large institutions have $425M invested in John Hancock Multifactor Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

18% more capital invested

Capital invested by funds: $361M → $425M (+$64M)

7% more funds holding

Funds holding: 5862 (+4)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

0.45% less ownership

Funds ownership: 85.01%84.56% (-0.45%)

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
21
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.04M -$11K -286 -1%
JFA
27
JNBA Financial Advisors
Minnesota
$935K -$138K -3,576 -13%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$793K +$761K +19,752 New
Osaic Holdings
29
Osaic Holdings
Arizona
$782K -$301K -7,810 -29%
SA
30
Sanctuary Advisors
Indiana
$701K +$11.7K +303 +2%
CPIA
31
Cornell Pochily Investment Advisors
New York
$698K +$326K +8,468 +95%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$632K +$339K +8,804 +126%
AI
33
Atria Investments
North Carolina
$629K +$732 +19 +0.1%
Citadel Advisors
34
Citadel Advisors
Florida
$598K +$574K +14,910 New
MFG
35
Magnus Financial Group
New York
$564K -$2.5K -65 -0.5%
OMC
36
Old Mission Capital
Illinois
$553K +$531K +13,782 New
PPP
37
Private Portfolio Partners
New Jersey
$518K +$7.28K +189 +1%
AAS
38
Avantax Advisory Services
Texas
$499K +$2.39K +62 +0.5%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$486K -$52.6K -1,364 -10%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$464K
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$457K -$473K -12,285 -52%
WWA
42
WCG Wealth Advisors
Nevada
$435K -$7.82K -203 -2%
CWM
43
Cahaba Wealth Management
Georgia
$416K +$78.6K +2,041 +25%
OIA
44
OneDigital Investment Advisors
Kansas
$399K
SWP
45
Stratos Wealth Partners
Ohio
$366K -$14.3K -371 -4%
SWM
46
SigFig Wealth Management
California
$325K +$26.6K +691 +9%
WGCA
47
Wolf Group Capital Advisors
Virginia
$263K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$257K +$247K +6,401 New
IWM
49
IHT Wealth Management
Illinois
$239K
RJFSA
50
Raymond James Financial Services Advisors
Florida
$234K -$85.5K -2,218 -28%

JHSC Hedge Fund Activity: Q3 2024 in Review

62 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q3 2024, worth a combined $425M — up 18% from $361M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHSC positions and 2 closed out — a net gain of 4 holders — while 23 added to existing stakes and 21 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $16.9M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $7.83M.

  • 62 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q3 2024, up from 58 in Q2 2024.
  • Funds reported $425M of John Hancock Multifactor Small Cap ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 6 funds opened new John Hancock Multifactor Small Cap ETF positions in Q3 2024 and 2 closed out, a net change of +4 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q3 2024 was Private Advisor Group, an estimated $16.9M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q3 2024 was Manulife (Manufacturers Life Insurance), an estimated $7.83M sold.

Based on aggregated 13F filings for Q3 2024.