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John Hancock Multifactor Small Cap ETF

40 hedge funds and large institutions have $371M invested in John Hancock Multifactor Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

2% more capital invested

Capital invested by funds: $364M → $371M (+$7.47M)

0.84% less ownership

Funds ownership: 87.36%86.52% (-0.84%)

5% less funds holding

Funds holding: 4240 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
19
Reduced
13
Closed
4
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
$252M -$15M -427,551 -6%
SF
2
Synovus Financial
Georgia
$15.3M +$786K +22,468 +5%
UBS Group
3
UBS Group
Switzerland
$14.4M +$121K +3,463 +0.8%
MIAN
4
Mariner Independent Advisor Network
Kansas
$10.7M +$10.7M +307,034 New
Morgan Stanley
5
Morgan Stanley
New York
$10.1M +$1.18M +33,688 +13%
Wells Fargo
6
Wells Fargo
California
$9.19M +$108K +3,098 +1%
Bank of America
7
Bank of America
North Carolina
$9.11M +$1.15M +32,912 +14%
BCI
8
Brinker Capital Investments
Pennsylvania
$8.27M
BRWA
9
B. Riley Wealth Advisors
Florida
$7.45M +$878K +25,093 +13%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$5.98M -$104K -2,976 -2%
RJA
11
Raymond James & Associates
Florida
$2.85M -$1.25M -35,849 -30%
LPL Financial
12
LPL Financial
California
$2.67M +$78K +2,229 +3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.63M +$407K +11,634 +18%
JFA
14
JNBA Financial Advisors
Minnesota
$2.61M +$5.21K +149 +0.2%
KP
15
Keel Point
Alabama
$2.32M -$1.57M -44,926 -40%
EK
16
Evensky & Katz
Florida
$1.6M -$39.2K -1,121 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.59M -$29K -830 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.52M +$748K +21,396 +96%
DAS
19
Dynamic Advisor Solutions
Arizona
$1.42M +$214K +6,119 +18%
AAS
20
Avantax Advisory Services
Texas
$1.37M -$425K -12,153 -24%
NDSI
21
Newman Dignan & Sheerar Inc
Rhode Island
$1.27M +$117K +3,341 +10%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$1.21M -$88.3K -2,526 -7%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$827K -$26.6K -761 -3%
AIFAIM
24
American Institute for Advanced Investment Management
Arizona
$745K +$64.7K +1,850 +9%
PAG
25
Private Advisor Group
New Jersey
$721K +$335K +9,578 +86%

JHSC Hedge Fund Activity: Q2 2021 in Review

40 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q2 2021, worth a combined $371M — up 2.1% from $364M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of JHSC and 2 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 19 added.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $10.7M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $15M.

  • 40 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q2 2021, down from 42 in Q1 2021.
  • Funds reported $371M of John Hancock Multifactor Small Cap ETF stock for Q2 2021, up 2.1% quarter-over-quarter.
  • 2 funds opened new John Hancock Multifactor Small Cap ETF positions in Q2 2021 and 4 closed out, a net change of -2 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q2 2021 was Mariner Independent Advisor Network, an estimated $10.7M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q2 2021 was Manulife (Manufacturers Life Insurance), an estimated $15M sold.

Based on aggregated 13F filings for Q2 2021.