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John Hancock Multifactor Small Cap ETF

38 hedge funds and large institutions have $391M invested in John Hancock Multifactor Small Cap ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

9% more funds holding

Funds holding: 3538 (+3)

1.86% less ownership

Funds ownership: 97.45%95.59% (-1.9%)

25% less capital invested

Capital invested by funds: $522M → $391M (-$131M)

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
10
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
$333M +$31.5M +1,250,675 +8%
AAS
2
Avantax Advisory Services
Texas
$6.89M +$778K +30,892 +9%
SF
3
Synovus Financial
Georgia
$4.68M +$394K +15,629 +7%
Wells Fargo
4
Wells Fargo
California
$4.65M -$815K -32,367 -12%
UBS Group
5
UBS Group
Switzerland
$4.43M +$3.81M +151,158 +185%
Morgan Stanley
6
Morgan Stanley
New York
$4M -$2.29M -90,777 -30%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$3.94M +$4.31M +171,099 +473%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$3.54M -$1.08M -42,923 -19%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.46M -$1.08M -42,964 -19%
BCI
10
Brinker Capital Investments
Pennsylvania
$2.62M +$3.48M +138,007 +690,035%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.43M -$200K -7,939 -6%
KP
12
Keel Point
Alabama
$2.08M +$2.75M +109,229 New
AI
13
Atria Investments
North Carolina
$1.99M +$631K +25,063 +31%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.94M +$2.29M +90,836 +804%
Bank of America
15
Bank of America
North Carolina
$1.43M +$879K +34,921 +87%
LPL Financial
16
LPL Financial
California
$1.4M -$929K -36,897 -33%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.21M +$389K +15,442 +32%
OIA
18
OneDigital Investment Advisors
Kansas
$1.13M +$1.5M +59,578 New
EK
19
Evensky & Katz
Florida
$1.06M -$2.14M -85,009 -60%
EH
20
Equitable Holdings
New York
$691K -$23.7K -941 -3%
Jane Street
21
Jane Street
New York
$583K +$772K +30,661 New
RA
22
RFG Advisory
Alabama
$491K +$650K +25,812 New
JFA
23
JNBA Financial Advisors
Minnesota
$480K +$509K +20,199 +402%
DAS
24
Dynamic Advisor Solutions
Arizona
$423K -$147K -5,821 -21%
NDSI
25
Newman Dignan & Sheerar Inc
Rhode Island
$355K +$452K +17,961 New

JHSC Hedge Fund Activity: Q1 2020 in Review

38 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q1 2020, worth a combined $391M — down 25% from $522M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JHSC positions and 3 closed out — a net gain of 5 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $31.5M. The largest seller was Morgan Stanley, cutting an estimated $2.29M.

  • 38 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q1 2020, up from 35 in Q4 2019.
  • Funds reported $391M of John Hancock Multifactor Small Cap ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 8 funds opened new John Hancock Multifactor Small Cap ETF positions in Q1 2020 and 3 closed out, a net change of +5 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q1 2020 was Manulife (Manufacturers Life Insurance), an estimated $31.5M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q1 2020 was Morgan Stanley, an estimated $2.29M sold.

Based on aggregated 13F filings for Q1 2020.