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John Hancock Multifactor Small Cap ETF

24 hedge funds and large institutions have $292M invested in John Hancock Multifactor Small Cap ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 2

588% more capital invested

Capital invested by funds: $42.4M → $292M (+$250M)

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

26% more funds holding

Funds holding: 1924 (+5)

21.4% more ownership

Funds ownership: 76.72%98.12% (+21%)

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$268M +$273M +10,840,330 +1,081%
AAS
2
Avantax Advisory Services
Texas
$4.56M +$5.08M +201,901 New
SF
3
Synovus Financial
Georgia
$3.51M +$2.71M +107,677 +227%
Wells Fargo
4
Wells Fargo
California
$2.74M +$2.78M +110,694 +1,064%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.44M +$31.1K +1,235 +1%
LPL Financial
6
LPL Financial
California
$2M +$141K +5,589 +7%
CAN
7
Cetera Advisor Networks
California
$1.82M +$131K +5,206 +7%
Bank of America
8
Bank of America
North Carolina
$988K +$219K +8,703 +25%
Jane Street
9
Jane Street
New York
$984K +$254K +10,110 +30%
Morgan Stanley
10
Morgan Stanley
New York
$942K +$1.05M +41,623 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$668K +$81.9K +3,257 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$606K +$114K +4,549 +20%
UBS Group
13
UBS Group
Switzerland
$541K +$53.5K +2,127 +10%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$460K -$196K -7,788 -28%
DAS
15
Dynamic Advisor Solutions
Arizona
$423K +$427K +16,985 New
RJA
16
Raymond James & Associates
Florida
$315K +$350K +13,941 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$284K +$315K +12,544 New
SWP
18
Stratos Wealth Partners
Ohio
$257K +$133K +5,309 +88%
PPP
19
Private Portfolio Partners
New Jersey
$216K +$241K +9,568 New
AG
20
Advisor Group
Arizona
$174K
IA
21
IFP Advisors
Florida
$38K -$14.1K -560 -25%
MFT
22
Moisand Fitzgerald Tamayo
Florida
$30K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$16K +$4.95K +197 +39%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4K +$2.39K +95 +136%
PAG
25
Private Advisor Group
New Jersey
-$273K -9,764 Closed

JHSC Hedge Fund Activity: Q4 2018 in Review

24 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q4 2018, worth a combined $292M — up 588% from $42.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JHSC positions and 2 closed out — a net gain of 5 holders — while 14 added to existing stakes and 2 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $273M. The largest seller was Private Advisor Group, exiting entirely with an estimated $273K sold.

  • 24 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q4 2018, up from 19 in Q3 2018.
  • Funds reported $292M of John Hancock Multifactor Small Cap ETF stock for Q4 2018, up 588% quarter-over-quarter.
  • 7 funds opened new John Hancock Multifactor Small Cap ETF positions in Q4 2018 and 2 closed out, a net change of +5 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q4 2018 was Manulife (Manufacturers Life Insurance), an estimated $273M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q4 2018 was Private Advisor Group, an estimated $273K sold.

Based on aggregated 13F filings for Q4 2018.