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John Hancock Multifactor Small Cap ETF

65 hedge funds and large institutions have $430M invested in John Hancock Multifactor Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

5% more funds holding

Funds holding: 6265 (+3)

1% more capital invested

Capital invested by funds: $425M → $430M (+$4.69M)

1.66% less ownership

Funds ownership: 84.56%82.9% (-1.7%)

39% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 28

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
17
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
26
Flagship Harbor Advisors
Massachusetts
$1.13M +$32.4K +786 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.11M -$8.77K -213 -0.8%
MHB
28
Midwest Heritage Bank
Iowa
$1.07M -$136K -3,305 -11%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.03M +$5.15K +125 +0.5%
JFA
30
JNBA Financial Advisors
Minnesota
$877K -$50.6K -1,230 -5%
CPIA
31
Cornell Pochily Investment Advisors
New York
$870K +$185K +4,499 +26%
SA
32
Sanctuary Advisors
Indiana
$668K -$11K -268 -2%
Osaic Holdings
33
Osaic Holdings
Arizona
$614K -$166K -4,029 -21%
AI
34
Atria Investments
North Carolina
$606K -$17K -412 -3%
MFG
35
Magnus Financial Group
New York
$555K -$3.54K -86 -0.6%
AAS
36
Avantax Advisory Services
Texas
$527K +$34.3K +833 +7%
PPP
37
Private Portfolio Partners
New Jersey
$513K
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$471K -$16.4K -398 -3%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$460K
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$445K -$7.62K -185 -2%
WWA
41
WCG Wealth Advisors
Nevada
$438K +$7.99K +194 +2%
CWM
42
Cahaba Wealth Management
Georgia
$412K
OIA
43
OneDigital Investment Advisors
Kansas
$376K -$19.3K -468 -5%
SWP
44
Stratos Wealth Partners
Ohio
$355K -$7.12K -173 -2%
SWM
45
SigFig Wealth Management
California
$330K +$8.81K +214 +3%
IWM
46
Iams Wealth Management
Nebraska
$328K +$340K +8,248 New
OMC
47
Old Mission Capital
Illinois
$314K -$243K -5,891 -43%
Raymond James Financial
48
Raymond James Financial
Florida
$278K +$288K +7,005 New
WGCA
49
Wolf Group Capital Advisors
Virginia
$263K
IWM
50
IHT Wealth Management
Illinois
$235K -$1.89K -46 -0.8%

JHSC Hedge Fund Activity: Q4 2024 in Review

65 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q4 2024, worth a combined $430M — up 1.1% from $425M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JHSC positions and 6 closed out — a net gain of 4 holders — while 17 added to existing stakes and 28 trimmed.

The largest buyer was Gilbert & Cook, opening a new position worth an estimated $15.2M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $15.9M.

  • 65 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q4 2024, up from 62 in Q3 2024.
  • Funds reported $430M of John Hancock Multifactor Small Cap ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 10 funds opened new John Hancock Multifactor Small Cap ETF positions in Q4 2024 and 6 closed out, a net change of +4 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q4 2024 was Gilbert & Cook, an estimated $15.2M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q4 2024 was Manulife (Manufacturers Life Insurance), an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2024.