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John Hancock Multifactor Small Cap ETF

54 hedge funds and large institutions have $326M invested in John Hancock Multifactor Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

6% more funds holding

Funds holding: 5154 (+3)

5% more capital invested

Capital invested by funds: $309M → $326M (+$16.8M)

0.79% less ownership

Funds ownership: 90.79%90% (-0.79%)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
25
Closed
1
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
$194M +$1.97M +62,083 +1%
Bank of America
2
Bank of America
North Carolina
$17.6M +$1.7M +53,544 +11%
Wells Fargo
3
Wells Fargo
California
$16.5M +$246K +7,735 +2%
SF
4
Synovus Financial
Georgia
$14.6M -$598K -18,815 -4%
Morgan Stanley
5
Morgan Stanley
New York
$13.2M +$1.39M +43,834 +12%
UBS Group
6
UBS Group
Switzerland
$12.9M +$8.9K +280 +0.1%
LPL Financial
7
LPL Financial
California
$6.62M +$294K +9,259 +5%
BRWA
8
B. Riley Wealth Advisors
Florida
$6.62M -$1.08M -34,041 -15%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$5.28M -$303K -9,522 -6%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.41M +$406K +12,784 +11%
AW
11
Atlas Wealth
Ohio
$3.69M -$166K -5,207 -5%
EFMC
12
Empire Financial Management Company
New York
$3.6M -$265K -8,322 -7%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.28M -$105K -3,287 -3%
Stifel Financial
14
Stifel Financial
Missouri
$1.89M +$93.3K +2,933 +5%
Creative Planning
15
Creative Planning
Kansas
$1.88M -$41K -1,291 -2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.84M -$210K -6,591 -11%
EK
17
Evensky & Katz
Florida
$1.51M
Citadel Advisors
18
Citadel Advisors
Florida
$1.5M +$1.12M +35,096 +357%
MHB
19
Midwest Heritage Bank
Iowa
$1.49M -$65.2K -2,052 -4%
NDSI
20
Newman Dignan & Sheerar Inc
Rhode Island
$1.37M -$32.6K -1,024 -2%
JFA
21
JNBA Financial Advisors
Minnesota
$1.07M -$18.7K -589 -2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$974K +$24.4K +769 +3%
AIFAIM
23
American Institute for Advanced Investment Management
Arizona
$903K +$70.8K +2,227 +9%
FHA
24
Flagship Harbor Advisors
Massachusetts
$887K +$843K +26,512 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$814K +$445K +13,998 +136%

JHSC Hedge Fund Activity: Q2 2023 in Review

54 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q2 2023, worth a combined $326M — up 5.4% from $309M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JHSC positions and 1 closed out — a net gain of 3 holders — while 17 added to existing stakes and 25 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $1.97M. The largest seller was Dynamic Advisor Solutions, cutting an estimated $1.92M.

  • 54 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q2 2023, up from 51 in Q1 2023.
  • Funds reported $326M of John Hancock Multifactor Small Cap ETF stock for Q2 2023, up 5.4% quarter-over-quarter.
  • 4 funds opened new John Hancock Multifactor Small Cap ETF positions in Q2 2023 and 1 closed out, a net change of +3 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q2 2023 was Manulife (Manufacturers Life Insurance), an estimated $1.97M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q2 2023 was Dynamic Advisor Solutions, an estimated $1.92M sold.

Based on aggregated 13F filings for Q2 2023.