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John Hancock Multifactor Small Cap ETF

46 hedge funds and large institutions have $294M invested in John Hancock Multifactor Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

0.89% less ownership

Funds ownership: 89.65%88.76% (-0.89%)

6% less funds holding

Funds holding: 4946 (-3)

20% less capital invested

Capital invested by funds: $369M → $294M (-$75.1M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
18
Reduced
18
Closed
7
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
$187M -$3.37M -106,447 -2%
SF
2
Synovus Financial
Georgia
$14.2M -$428K -13,506 -3%
UBS Group
3
UBS Group
Switzerland
$13.5M +$54.5K +1,721 +0.4%
Wells Fargo
4
Wells Fargo
California
$11.3M +$616K +19,447 +5%
Morgan Stanley
5
Morgan Stanley
New York
$11.2M -$390K -12,304 -3%
BRWA
6
B. Riley Wealth Advisors
Florida
$7.72M -$110K -3,478 -1%
Bank of America
7
Bank of America
North Carolina
$6.55M -$1.73M -54,788 -20%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$5.76M +$61.1K +1,930 +1%
LPL Financial
9
LPL Financial
California
$4.83M +$1.09M +34,452 +26%
HighTower Advisors
10
HighTower Advisors
Illinois
$3.94M -$517K -16,332 -11%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.75M +$859K +27,136 +41%
MHB
12
Midwest Heritage Bank
Iowa
$2.23M +$17.1K +539 +0.7%
WFA
13
Wipfli Financial Advisors
Wisconsin
$1.95M -$159K -5,008 -7%
DAS
14
Dynamic Advisor Solutions
Arizona
$1.84M +$231K +7,297 +13%
KP
15
Keel Point
Alabama
$1.77M -$62K -1,958 -3%
NDSI
16
Newman Dignan & Sheerar Inc
Rhode Island
$1.32M +$32.3K +1,019 +2%
EK
17
Evensky & Katz
Florida
$1.3M
GBWM
18
Granite Bay Wealth Management
New Hampshire
$1.24M +$56.4K +1,782 +4%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.23M +$935K +29,525 +237%
Stifel Financial
20
Stifel Financial
Missouri
$1.14M +$1.24M +39,055 New
Citadel Advisors
21
Citadel Advisors
Florida
$1.08M +$479K +15,141 +70%
JFA
22
JNBA Financial Advisors
Minnesota
$1.05M -$41K -1,295 -3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.01M -$82.7K -2,612 -7%
AAS
24
Avantax Advisory Services
Texas
$939K +$30.8K +973 +3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$877K +$21.8K +689 +2%

JHSC Hedge Fund Activity: Q2 2022 in Review

46 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q2 2022, worth a combined $294M — down 20% from $369M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JHSC and 4 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 18 added.

The largest buyer was Stifel Financial, opening a new position worth an estimated $1.24M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $16.6M sold.

  • 46 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q2 2022, down from 49 in Q1 2022.
  • Funds reported $294M of John Hancock Multifactor Small Cap ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 4 funds opened new John Hancock Multifactor Small Cap ETF positions in Q2 2022 and 7 closed out, a net change of -3 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q2 2022 was Stifel Financial, an estimated $1.24M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q2 2022 was Mariner Independent Advisor Network, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2022.