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John Hancock Multifactor Small Cap ETF

39 hedge funds and large institutions have $508M invested in John Hancock Multifactor Small Cap ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

13% more capital invested

Capital invested by funds: $448M → $508M (+$59.6M)

11% more funds holding

Funds holding: 3539 (+4)

0.95% less ownership

Funds ownership: 93.11%92.16% (-0.95%)

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
21
Reduced
12
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
$415M -$58.9M -2,108,944 -13%
UBS Group
2
UBS Group
Switzerland
$12.9M +$383K +13,687 +3%
SF
3
Synovus Financial
Georgia
$11.9M +$1.69M +60,404 +18%
Morgan Stanley
4
Morgan Stanley
New York
$7.95M -$994K -35,554 -12%
Wells Fargo
5
Wells Fargo
California
$7.72M +$895K +32,033 +15%
BCI
6
Brinker Capital Investments
Pennsylvania
$7.27M +$2.79M +100,000 +73%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$5.88M -$101K -3,621 -2%
BRWA
8
B. Riley Wealth Advisors
Florida
$5.25M +$4.14M +148,282 +650%
KP
9
Keel Point
Alabama
$4.3M -$1.21M -43,142 -24%
Bank of America
10
Bank of America
North Carolina
$4.21M +$191K +6,831 +5%
RJA
11
Raymond James & Associates
Florida
$2.43M +$1.66M +59,456 +300%
LPL Financial
12
LPL Financial
California
$2.27M +$241K +8,640 +13%
JFA
13
JNBA Financial Advisors
Minnesota
$2.15M +$728K +26,045 +59%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.12M +$8.97K +321 +0.5%
OIA
15
OneDigital Investment Advisors
Kansas
$2.02M +$41.2K +1,475 +2%
AAS
16
Avantax Advisory Services
Texas
$1.81M -$1.64M -58,671 -50%
EK
17
Evensky & Katz
Florida
$1.56M -$4.28K -153 -0.3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.48M -$420K -15,032 -24%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$1.25M -$509K -18,227 -31%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.12M +$968K +34,630 +1,716%
DAS
21
Dynamic Advisor Solutions
Arizona
$1.02M +$231K +8,272 +33%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$662K -$122K -4,360 -17%
Osaic Holdings
23
Osaic Holdings
Arizona
$643K +$18.6K +667 +3%
FTUS
24
Flow Traders U.S.
New York
$613K +$559K +19,984 New
AIFAIM
25
American Institute for Advanced Investment Management
Arizona
$566K +$18.7K +670 +4%

JHSC Hedge Fund Activity: Q4 2020 in Review

39 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q4 2020, worth a combined $508M — up 13% from $448M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHSC positions and 2 closed out — a net gain of 4 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was B. Riley Wealth Advisors, adding an estimated $4.14M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $58.9M.

  • 39 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q4 2020, up from 35 in Q3 2020.
  • Funds reported $508M of John Hancock Multifactor Small Cap ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 6 funds opened new John Hancock Multifactor Small Cap ETF positions in Q4 2020 and 2 closed out, a net change of +4 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q4 2020 was B. Riley Wealth Advisors, an estimated $4.14M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q4 2020 was Manulife (Manufacturers Life Insurance), an estimated $58.9M sold.

Based on aggregated 13F filings for Q4 2020.