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John Hancock Multifactor Small Cap ETF

55 hedge funds and large institutions have $388M invested in John Hancock Multifactor Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

16% more capital invested

Capital invested by funds: $334M → $388M (+$53.4M)

3.92% more ownership

Funds ownership: 97.16%101.08% (+3.9%)

4% more funds holding

Funds holding: 5355 (+2)

25% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 24

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
24
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
$185M -$13M -395,749 -7%
GBWM
2
Granite Bay Wealth Management
New Hampshire
$34.9M +$5.23M +159,079 +18%
Morgan Stanley
3
Morgan Stanley
New York
$34.4M +$16.4M +498,829 +113%
Bank of America
4
Bank of America
North Carolina
$23.6M +$1.51M +45,942 +8%
UBS Group
5
UBS Group
Switzerland
$15.8M +$1.25M +38,035 +10%
SF
6
Synovus Financial
Georgia
$15.3M -$46.2K -1,403 -0.3%
Wells Fargo
7
Wells Fargo
California
$14.7M -$3.29M -99,991 -20%
LPL Financial
8
LPL Financial
California
$9.91M +$898K +27,286 +11%
BRWA
9
B. Riley Wealth Advisors
Florida
$6.38M +$2.56M +77,684 +80%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$4.65M -$454K -13,807 -10%
EFMC
11
Empire Financial Management Company
New York
$3.76M -$6.42K -195 -0.2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.57M +$2.38M +72,248 +285%
AW
13
Atlas Wealth
Ohio
$3.39M
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.32M +$1.64M +49,809 +122%
HighTower Advisors
15
HighTower Advisors
Illinois
$3.23M -$277K -8,418 -9%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.35M -$3M -91,057 -59%
IAIM
17
International Assets Investment Management
Florida
$2.22M +$1.33M +40,466 New
Stifel Financial
18
Stifel Financial
Missouri
$1.99M -$42K -1,276 -2%
Creative Planning
19
Creative Planning
Kansas
$1.89M -$71.1K -2,161 -4%
EK
20
Evensky & Katz
Florida
$1.65M
NDSI
21
Newman Dignan & Sheerar Inc
Rhode Island
$1.48M -$19.2K -584 -1%
MHB
22
Midwest Heritage Bank
Iowa
$1.36M -$74K -2,250 -6%
AIFAIM
23
American Institute for Advanced Investment Management
Arizona
$1.16M +$87.3K +2,652 +9%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.14M +$40.6K +1,233 +4%
JFA
25
JNBA Financial Advisors
Minnesota
$1.08M -$35.7K -1,084 -4%

JHSC Hedge Fund Activity: Q4 2023 in Review

55 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q4 2023, worth a combined $388M — up 16% from $334M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHSC positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.4M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $13M.

  • 55 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q4 2023, up from 53 in Q3 2023.
  • Funds reported $388M of John Hancock Multifactor Small Cap ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 5 funds opened new John Hancock Multifactor Small Cap ETF positions in Q4 2023 and 3 closed out, a net change of +2 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $16.4M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q4 2023 was Manulife (Manufacturers Life Insurance), an estimated $13M sold.

Based on aggregated 13F filings for Q4 2023.