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John Hancock Multifactor Small Cap ETF

53 hedge funds and large institutions have $334M invested in John Hancock Multifactor Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.16% more ownership

Funds ownership: 90%97.16% (+7.2%)

2% more capital invested

Capital invested by funds: $326M → $334M (+$7.89M)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

2% less funds holding

Funds holding: 5453 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
23
Reduced
23
Closed
3
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
$176M -$10.8M -322,370 -6%
GBWM
2
Granite Bay Wealth Management
New Hampshire
$30.2M +$29.7M +885,189 +6,539%
Bank of America
3
Bank of America
North Carolina
$19.2M +$2.42M +72,126 +14%
Wells Fargo
4
Wells Fargo
California
$16.1M +$262K +7,799 +2%
Morgan Stanley
5
Morgan Stanley
New York
$14.2M +$1.57M +46,791 +12%
SF
6
Synovus Financial
Georgia
$13.5M -$533K -15,870 -4%
UBS Group
7
UBS Group
Switzerland
$12.7M +$303K +9,014 +2%
LPL Financial
8
LPL Financial
California
$7.84M +$1.54M +45,794 +23%
Osaic Holdings
9
Osaic Holdings
Arizona
$5M +$795K +23,676 +18%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$4.54M -$565K -16,816 -11%
AW
11
Atlas Wealth
Ohio
$3.39M -$36K -1,073 -1%
EFMC
12
Empire Financial Management Company
New York
$3.31M -$153K -4,550 -4%
BRWA
13
B. Riley Wealth Advisors
Florida
$3.12M -$3.39M -101,006 -51%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.11M -$43.2K -1,285 -1%
Stifel Financial
15
Stifel Financial
Missouri
$1.79M -$20.3K -605 -1%
Creative Planning
16
Creative Planning
Kansas
$1.74M -$70.8K -2,108 -4%
EK
17
Evensky & Katz
Florida
$1.45M +$6.35K +189 +0.4%
NDSI
18
Newman Dignan & Sheerar Inc
Rhode Island
$1.32M +$2.35K +70 +0.2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.32M +$695K +20,687 +102%
MHB
20
Midwest Heritage Bank
Iowa
$1.27M -$168K -4,998 -11%
JFA
21
JNBA Financial Advisors
Minnesota
$989K -$45.5K -1,356 -4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$959K +$23.2K +691 +2%
AIFAIM
23
American Institute for Advanced Investment Management
Arizona
$933K +$67.2K +2,002 +7%
FHA
24
Flagship Harbor Advisors
Massachusetts
$855K +$2.25K +67 +0.3%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$841K +$224K +6,684 +34%

JHSC Hedge Fund Activity: Q3 2023 in Review

53 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q3 2023, worth a combined $334M — up 2.4% from $326M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of JHSC and 2 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 23 added.

The largest buyer was Granite Bay Wealth Management, adding an estimated $29.7M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $10.8M.

  • 53 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q3 2023, down from 54 in Q2 2023.
  • Funds reported $334M of John Hancock Multifactor Small Cap ETF stock for Q3 2023, up 2.4% quarter-over-quarter.
  • 2 funds opened new John Hancock Multifactor Small Cap ETF positions in Q3 2023 and 3 closed out, a net change of -1 holder.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $29.7M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2023.