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John Hancock Multifactor Small Cap ETF

44 hedge funds and large institutions have $141M invested in John Hancock Multifactor Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

13% more funds holding

Funds holding: 3944 (+5)

3.99% more ownership

Funds ownership: 83.79%87.78% (+4%)

61% less capital invested

Capital invested by funds: $358M → $141M (-$217M)

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
22
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
1
Synovus Financial
Georgia
$17.4M +$178K +4,925 +1%
UBS Group
2
UBS Group
Switzerland
$16.8M +$1.17M +32,456 +8%
Morgan Stanley
3
Morgan Stanley
New York
$13.3M +$2.1M +58,102 +19%
Bank of America
4
Bank of America
North Carolina
$10.5M +$749K +20,752 +8%
Wells Fargo
5
Wells Fargo
California
$10.1M +$251K +6,954 +3%
MIAN
6
Mariner Independent Advisor Network
Kansas
$9.57M +$370K +10,240 +4%
BRWA
7
B. Riley Wealth Advisors
Florida
$8.37M +$164K +4,554 +2%
MHB
8
Midwest Heritage Bank
Iowa
$7.52M +$7.49M +207,507 New
HighTower Advisors
9
HighTower Advisors
Illinois
$7.17M +$7.14M +197,719 New
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$6.48M +$56K +1,551 +0.9%
LPL Financial
11
LPL Financial
California
$5.12M -$694K -19,235 -12%
RJA
12
Raymond James & Associates
Florida
$3.12M +$37K +1,024 +1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.8M +$13.1K +363 +0.5%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.22M +$407K +11,271 +23%
JFA
15
JNBA Financial Advisors
Minnesota
$1.84M -$320K -8,873 -15%
EK
16
Evensky & Katz
Florida
$1.69M +$10.2K +283 +0.6%
KP
17
Keel Point
Alabama
$1.56M -$226K -6,256 -13%
DAS
18
Dynamic Advisor Solutions
Arizona
$1.54M -$120K -3,326 -7%
NDSI
19
Newman Dignan & Sheerar Inc
Rhode Island
$1.47M +$72.9K +2,020 +5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.38M +$172K +4,767 +14%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.31M -$48.9K -1,355 -4%
AAS
22
Avantax Advisory Services
Texas
$1.23M +$24.5K +678 +2%
EAM
23
Empirical Asset Management
Massachusetts
$1.09M +$1.09M +30,149 New
AIFAIM
24
American Institute for Advanced Investment Management
Arizona
$921K +$112K +3,095 +14%
PAG
25
Private Advisor Group
New Jersey
$828K +$36.8K +1,019 +5%

JHSC Hedge Fund Activity: Q4 2021 in Review

44 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q4 2021, worth a combined $141M — down 61% from $358M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHSC positions and 1 closed out — a net gain of 5 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $7.14M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $10.3M.

  • 44 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q4 2021, up from 39 in Q3 2021.
  • Funds reported $141M of John Hancock Multifactor Small Cap ETF stock for Q4 2021, down 61% quarter-over-quarter.
  • 6 funds opened new John Hancock Multifactor Small Cap ETF positions in Q4 2021 and 1 closed out, a net change of +5 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q4 2021 was HighTower Advisors, an estimated $7.14M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q4 2021 was Manulife (Manufacturers Life Insurance), an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2021.