John Hancock Multifactor Small Cap ETF
JHSC
56 hedge funds and large institutions have $366M invested in John Hancock Multifactor Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
2% more funds holding
Funds holding: 55 → 56 (+1)
5% less capital invested
Capital invested by funds: $388M → $366M (-$21.1M)
17.37% less ownership
Funds ownership: 101.08% → 83.71% (-17%)
37% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$16.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.14M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.94M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.31M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$826K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$38M |
| 2 |
Morgan Stanley
New York
|
-$18.4M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.83M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.4M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$2.22M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $18K | +$17K | +467 | New |
|
|
FIM
52
Fernwood Investment Management
Quincy,
Massachusetts
| $7.86K | +$7.42K | +204 | New |
|
|
WIM
53
Westside Investment Management
Santa Monica,
California
| $3.54K | – | – | – |
|
|
WIA
54
Wetzel Investment Advisors
Indianapolis,
Indiana
| $3.21K | – | – | – |
|
55
AssetMark Inc
Concord,
California
| $2.04K | -$509 | -14 | -21% |
|
56
JP Morgan Chase
New York
| $51 | – | – | – |
|
|
NDSI
57
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| – | -$1.48M | -40,497 | Closed |
|
|
IAIM
58
International Assets Investment Management
Orlando,
Florida
| – | -$2.22M | -40,466 | Closed |
|
|
OSAM
59
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$29.5K | -808 | Closed |
|
JHSC Hedge Fund Activity: Q1 2024 in Review
56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q1 2024, worth a combined $366M — down 5.5% from $388M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JHSC positions and 3 closed out — a net gain of 1 holder — while 17 added to existing stakes and 27 trimmed.
The largest buyer was Bank of America, adding an estimated $16.9M. The largest seller was Granite Bay Wealth Management, cutting an estimated $38M.
- 56 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q1 2024, up from 55 in Q4 2023.
- Funds reported $366M of John Hancock Multifactor Small Cap ETF stock for Q1 2024, down 5.5% quarter-over-quarter.
- 4 funds opened new John Hancock Multifactor Small Cap ETF positions in Q1 2024 and 3 closed out, a net change of +1 holder.
- The largest John Hancock Multifactor Small Cap ETF buyer in Q1 2024 was Bank of America, an estimated $16.9M added.
- The largest John Hancock Multifactor Small Cap ETF seller in Q1 2024 was Granite Bay Wealth Management, an estimated $38M sold.
Based on aggregated 13F filings for Q1 2024.