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John Hancock Multifactor Small Cap ETF

49 hedge funds and large institutions have $295M invested in John Hancock Multifactor Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $275M → $295M (+$20.2M)

2% more funds holding

Funds holding: 4849 (+1)

1.8% more ownership

Funds ownership: 89.54%91.34% (+1.8%)

54% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 24

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
24
Closed
6
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
$181M -$9.81M -318,195 -5%
Wells Fargo
2
Wells Fargo
California
$14.3M +$2.81M +91,135 +24%
SF
3
Synovus Financial
Georgia
$14M -$209K -6,762 -1%
UBS Group
4
UBS Group
Switzerland
$11.6M -$1.21M -39,110 -9%
Morgan Stanley
5
Morgan Stanley
New York
$9.87M -$458K -14,841 -4%
BRWA
6
B. Riley Wealth Advisors
Florida
$9.78M +$1.6M +51,883 +19%
Bank of America
7
Bank of America
North Carolina
$9.15M +$4.93M +159,882 +115%
LPL Financial
8
LPL Financial
California
$5.95M +$609K +19,738 +11%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$5.2M -$714K -23,159 -12%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.48M +$382K +12,396 +12%
AW
11
Atlas Wealth
Ohio
$3.48M +$3.51M +113,676 New
HighTower Advisors
12
HighTower Advisors
Illinois
$3.29M -$286K -9,270 -8%
DAS
13
Dynamic Advisor Solutions
Arizona
$2.13M -$227K -7,362 -10%
MHB
14
Midwest Heritage Bank
Iowa
$1.91M -$122K -3,969 -6%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.87M +$108K +3,494 +6%
Creative Planning
16
Creative Planning
Kansas
$1.81M +$1.82M +59,120 New
EW
17
Enzi Wealth
Texas
$1.49M -$174K -5,645 -11%
Stifel Financial
18
Stifel Financial
Missouri
$1.43M +$228K +7,401 +19%
EK
19
Evensky & Katz
Florida
$1.37M
NDSI
20
Newman Dignan & Sheerar Inc
Rhode Island
$1.3M -$51.2K -1,660 -4%
GBWM
21
Granite Bay Wealth Management
New Hampshire
$1.26M -$21.5K -696 -2%
JFA
22
JNBA Financial Advisors
Minnesota
$1.02M -$33K -1,069 -3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$840K -$271K -8,786 -24%
AIFAIM
24
American Institute for Advanced Investment Management
Arizona
$828K +$22.5K +731 +3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$796K -$74.5K -2,414 -8%

JHSC Hedge Fund Activity: Q4 2022 in Review

49 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q4 2022, worth a combined $295M — up 7.4% from $275M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JHSC positions and 6 closed out — a net gain of 3 holders — while 11 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $4.93M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $9.81M.

  • 49 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q4 2022, up from 48 in Q3 2022.
  • Funds reported $295M of John Hancock Multifactor Small Cap ETF stock for Q4 2022, up 7.4% quarter-over-quarter.
  • 9 funds opened new John Hancock Multifactor Small Cap ETF positions in Q4 2022 and 6 closed out, a net change of +3 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q4 2022 was Bank of America, an estimated $4.93M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q4 2022 was Manulife (Manufacturers Life Insurance), an estimated $9.81M sold.

Based on aggregated 13F filings for Q4 2022.