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John Hancock Multifactor Small Cap ETF

51 hedge funds and large institutions have $309M invested in John Hancock Multifactor Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 4951 (+2)

5% more capital invested

Capital invested by funds: $295M → $309M (+$14.2M)

0.55% less ownership

Funds ownership: 91.34%90.79% (-0.55%)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
18
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
$182M -$5.92M -182,872 -3%
Wells Fargo
2
Wells Fargo
California
$15.5M +$652K +20,126 +4%
Bank of America
3
Bank of America
North Carolina
$15.1M +$5.62M +173,547 +58%
SF
4
Synovus Financial
Georgia
$14.5M -$96.7K -2,986 -0.7%
UBS Group
5
UBS Group
Switzerland
$12.3M +$222K +6,853 +2%
Morgan Stanley
6
Morgan Stanley
New York
$11.2M +$912K +28,168 +9%
BRWA
7
B. Riley Wealth Advisors
Florida
$7.4M -$2.84M -87,793 -27%
LPL Financial
8
LPL Financial
California
$6.02M -$193K -5,949 -3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$5.34M -$82.2K -2,540 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.79M +$162K +5,002 +4%
EFMC
11
Empire Financial Management Company
New York
$3.7M +$3.75M +115,897 New
AW
12
Atlas Wealth
Ohio
$3.56M -$69.7K -2,152 -2%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.23M -$206K -6,363 -6%
DAS
14
Dynamic Advisor Solutions
Arizona
$2.29M +$79.2K +2,448 +4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.97M +$11.7K +362 +0.6%
Creative Planning
16
Creative Planning
Kansas
$1.83M -$56.7K -1,750 -3%
Stifel Financial
17
Stifel Financial
Missouri
$1.7M +$218K +6,726 +14%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.54M +$938K +28,972 +150%
MHB
19
Midwest Heritage Bank
Iowa
$1.48M -$514K -15,867 -25%
GBWM
20
Granite Bay Wealth Management
New Hampshire
$1.48M +$169K +5,216 +13%
EK
21
Evensky & Katz
Florida
$1.44M +$11.8K +365 +0.8%
NDSI
22
Newman Dignan & Sheerar Inc
Rhode Island
$1.34M -$12.5K -385 -0.9%
JFA
23
JNBA Financial Advisors
Minnesota
$1.04M -$24.7K -764 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$904K +$28.7K +888 +3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$810K -$19.5K -603 -2%

JHSC Hedge Fund Activity: Q1 2023 in Review

51 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q1 2023, worth a combined $309M — up 4.8% from $295M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHSC positions and 4 closed out — a net gain of 2 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $5.62M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $5.92M.

  • 51 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q1 2023, up from 49 in Q4 2022.
  • Funds reported $309M of John Hancock Multifactor Small Cap ETF stock for Q1 2023, up 4.8% quarter-over-quarter.
  • 6 funds opened new John Hancock Multifactor Small Cap ETF positions in Q1 2023 and 4 closed out, a net change of +2 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q1 2023 was Bank of America, an estimated $5.62M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q1 2023 was Manulife (Manufacturers Life Insurance), an estimated $5.92M sold.

Based on aggregated 13F filings for Q1 2023.