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John Hancock Multifactor Small Cap ETF

35 hedge funds and large institutions have $426M invested in John Hancock Multifactor Small Cap ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $391M → $426M (+$35.1M)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

2.7% less ownership

Funds ownership: 95.59%92.89% (-2.7%)

8% less funds holding

Funds holding: 3835 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
14
Closed
8
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
$365M -$40.5M -1,847,367 -11%
Morgan Stanley
2
Morgan Stanley
New York
$6.53M +$1.47M +67,181 +32%
SF
3
Synovus Financial
Georgia
$6.53M +$678K +30,922 +13%
UBS Group
4
UBS Group
Switzerland
$5.89M +$375K +17,104 +7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$5.12M +$222K +10,137 +5%
Wells Fargo
6
Wells Fargo
California
$4.41M -$1.26M -57,385 -23%
KP
7
Keel Point
Alabama
$4.19M +$1.51M +68,613 +63%
BCI
8
Brinker Capital Investments
Pennsylvania
$3.23M -$21.5K -978 -0.7%
Bank of America
9
Bank of America
North Carolina
$3.13M +$1.27M +57,880 +77%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.62M +$199K +9,092 +9%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$2.21M -$2.02M -92,255 -50%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.17M -$1.97M -89,750 -49%
AAS
13
Avantax Advisory Services
Texas
$1.85M -$6.22M -283,715 -78%
LPL Financial
14
LPL Financial
California
$1.68M -$53.1K -2,421 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.66M -$1.26M -57,537 -45%
TRCT
16
Tower Research Capital (TRC)
New York
$1.6M +$1.49M +67,954 New
OIA
17
OneDigital Investment Advisors
Kansas
$1.45M +$47.1K +2,147 +4%
EK
18
Evensky & Katz
Florida
$1.2M -$104K -4,759 -9%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$905K -$549K -25,015 -39%
JFA
20
JNBA Financial Advisors
Minnesota
$846K +$235K +10,721 +43%
Citadel Advisors
21
Citadel Advisors
Florida
$551K +$514K +23,416 New
DAS
22
Dynamic Advisor Solutions
Arizona
$506K -$17.2K -784 -4%
Osaic Holdings
23
Osaic Holdings
Arizona
$459K +$129K +5,897 +43%
AIFAIM
24
American Institute for Advanced Investment Management
Arizona
$427K +$35.6K +1,625 +10%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$361K +$17.7K +805 +6%

JHSC Hedge Fund Activity: Q2 2020 in Review

35 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q2 2020, worth a combined $426M — up 9% from $391M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JHSC and 5 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 15 added.

The largest buyer was Keel Point, adding an estimated $1.51M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $40.5M.

  • 35 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q2 2020, down from 38 in Q1 2020.
  • Funds reported $426M of John Hancock Multifactor Small Cap ETF stock for Q2 2020, up 9% quarter-over-quarter.
  • 5 funds opened new John Hancock Multifactor Small Cap ETF positions in Q2 2020 and 8 closed out, a net change of -3 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q2 2020 was Keel Point, an estimated $1.51M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q2 2020 was Manulife (Manufacturers Life Insurance), an estimated $40.5M sold.

Based on aggregated 13F filings for Q2 2020.