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John Hancock Multifactor Small Cap ETF

28 hedge funds and large institutions have $498M invested in John Hancock Multifactor Small Cap ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

21% more capital invested

Capital invested by funds: $411M → $498M (+$86.2M)

8% more funds holding

Funds holding: 2628 (+2)

1% more ownership

Funds ownership: 96.09%97.09% (+1%)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
8
Closed
3
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
$445M +$83M +3,191,320 +23%
AAS
2
Avantax Advisory Services
Texas
$7.98M +$1.02M +39,055 +15%
Morgan Stanley
3
Morgan Stanley
New York
$7.13M +$4.83M +185,643 +214%
Wells Fargo
4
Wells Fargo
California
$6.6M +$2.93M +112,690 +81%
SF
5
Synovus Financial
Georgia
$5.84M +$56.1K +2,156 +1%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$5.62M -$446K -17,160 -7%
LPL Financial
7
LPL Financial
California
$4.64M -$235K -9,021 -5%
EK
8
Evensky & Katz
Florida
$3.67M +$1.86M +71,461 +104%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.34M +$42.7K +1,641 +1%
UBS Group
10
UBS Group
Switzerland
$2.14M +$178K +6,836 +9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.77M -$94.2K -3,623 -5%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$629K +$626K +24,063 New
Bank of America
13
Bank of America
North Carolina
$616K -$1.31M -50,478 -68%
RJA
14
Raymond James & Associates
Florida
$550K -$104K -4,005 -16%
DAS
15
Dynamic Advisor Solutions
Arizona
$487K +$30K +1,153 +7%
Jane Street
16
Jane Street
New York
$297K +$295K +11,340 New
PPP
17
Private Portfolio Partners
New Jersey
$274K -$6.04K -232 -2%
PAG
18
Private Advisor Group
New Jersey
$268K -$40.1K -1,542 -13%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$263K +$27.7K +1,065 +12%
AG
20
Advisor Group
Arizona
$223K +$12.6K +484 +6%
JFA
21
JNBA Financial Advisors
Minnesota
$103K +$46.5K +1,786 +84%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$99K +$82.8K +3,185 +522%
MFT
23
Moisand Fitzgerald Tamayo
Florida
$35K +$22.5K +864 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$16K -$2.6K -100 -14%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4K

JHSC Hedge Fund Activity: Q3 2019 in Review

28 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q3 2019, worth a combined $498M — up 21% from $411M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHSC positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $83M. The largest seller was Bank of America, cutting an estimated $1.31M.

  • 28 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q3 2019, up from 26 in Q2 2019.
  • Funds reported $498M of John Hancock Multifactor Small Cap ETF stock for Q3 2019, up 21% quarter-over-quarter.
  • 5 funds opened new John Hancock Multifactor Small Cap ETF positions in Q3 2019 and 3 closed out, a net change of +2 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q3 2019 was Manulife (Manufacturers Life Insurance), an estimated $83M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q3 2019 was Bank of America, an estimated $1.31M sold.

Based on aggregated 13F filings for Q3 2019.