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John Hancock Multifactor Small Cap ETF

35 hedge funds and large institutions have $522M invested in John Hancock Multifactor Small Cap ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

25% more funds holding

Funds holding: 2835 (+7)

5% more capital invested

Capital invested by funds: $498M → $522M (+$24.4M)

0.36% more ownership

Funds ownership: 97.09%97.45% (+0.36%)

Holders
35
Holders Change
+7
Holders Change %
+25%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
7
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
$453M -$22.4M -829,719 -5%
AAS
2
Avantax Advisory Services
Texas
$9.21M +$708K +26,244 +9%
Morgan Stanley
3
Morgan Stanley
New York
$8.38M +$772K +28,630 +11%
Wells Fargo
4
Wells Fargo
California
$7.71M +$660K +24,463 +10%
SF
5
Synovus Financial
Georgia
$6.42M +$189K +7,017 +3%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$6.38M +$389K +14,440 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.25M +$6.06M +224,811 New
EK
8
Evensky & Katz
Florida
$3.91M +$5.83K +216 +0.2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.78M +$220K +8,153 +6%
LPL Financial
10
LPL Financial
California
$3.08M -$1.8M -66,561 -38%
UBS Group
11
UBS Group
Switzerland
$2.28M -$998 -37 -0%
AI
12
Atria Investments
North Carolina
$2.22M +$2.15M +79,720 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.34M -$531K -19,693 -29%
Bank of America
14
Bank of America
North Carolina
$1.12M +$451K +16,734 +71%
EH
15
Equitable Holdings
New York
$1.04M +$1.01M +37,295 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.01M +$873K +32,383 +853%
RJA
17
Raymond James & Associates
Florida
$896K +$301K +11,171 +53%
DAS
18
Dynamic Advisor Solutions
Arizona
$782K +$256K +9,476 +51%
AIFAIM
19
American Institute for Advanced Investment Management
Arizona
$589K +$571K +21,187 New
JMPWA
20
JP Morgan Private Wealth Advisors
California
$404K +$392K +14,529 New
AG
21
Advisor Group
Arizona
$326K +$85.4K +3,166 +37%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$314K -$344K -12,770 -53%
PAG
23
Private Advisor Group
New Jersey
$303K +$16.7K +618 +6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$293K +$12.7K +471 +5%
Citadel Advisors
25
Citadel Advisors
Florida
$293K +$284K +10,530 New

JHSC Hedge Fund Activity: Q4 2019 in Review

35 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q4 2019, worth a combined $522M — up 4.9% from $498M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JHSC positions and 2 closed out — a net gain of 7 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $6.06M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $22.4M.

  • 35 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q4 2019, up from 28 in Q3 2019.
  • Funds reported $522M of John Hancock Multifactor Small Cap ETF stock for Q4 2019, up 4.9% quarter-over-quarter.
  • 9 funds opened new John Hancock Multifactor Small Cap ETF positions in Q4 2019 and 2 closed out, a net change of +7 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $6.06M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2019.