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John Hancock Multifactor Small Cap ETF

56 hedge funds and large institutions have $366M invested in John Hancock Multifactor Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 5556 (+1)

5% less capital invested

Capital invested by funds: $388M → $366M (-$21.1M)

17.37% less ownership

Funds ownership: 101.08%83.71% (-17%)

37% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 27

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
27
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
$193M -$1.93M -52,968 -1%
Bank of America
2
Bank of America
North Carolina
$42.7M +$16.9M +463,680 +72%
Morgan Stanley
3
Morgan Stanley
New York
$16.8M -$18.4M -504,854 -54%
SF
4
Synovus Financial
Georgia
$16M -$111K -3,043 -0.7%
UBS Group
5
UBS Group
Switzerland
$15.8M -$791K -21,757 -5%
LPL Financial
6
LPL Financial
California
$14.8M +$4.14M +113,852 +42%
Wells Fargo
7
Wells Fargo
California
$13.6M -$1.76M -48,287 -12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.37M +$3.94M +108,421 +349%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$4.89M -$6.87K -189 -0.1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.64M +$826K +22,709 +23%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.27M +$812K +22,318 +25%
AW
12
Atlas Wealth
Ohio
$4M -$54.2K -1,491 -1%
EFMC
13
Empire Financial Management Company
New York
$3.83M -$119K -3,278 -3%
BRWA
14
B. Riley Wealth Advisors
Florida
$3.12M -$2.83M -77,684 -45%
Stifel Financial
15
Stifel Financial
Missouri
$1.99M -$105K -2,881 -5%
EK
16
Evensky & Katz
Florida
$1.73M -$10.9K -301 -0.7%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.69M +$1.31M +36,131 +471%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.56M -$866K -23,824 -37%
Creative Planning
19
Creative Planning
Kansas
$1.56M -$413K -11,350 -22%
AIFAIM
20
American Institute for Advanced Investment Management
Arizona
$1.4M +$175K +4,823 +15%
MHB
21
Midwest Heritage Bank
Iowa
$1.3M -$121K -3,323 -9%
JFA
22
JNBA Financial Advisors
Minnesota
$1.08M -$59.1K -1,625 -5%
FHA
23
Flagship Harbor Advisors
Massachusetts
$1.05M +$3.27K +90 +0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.02M +$564K +15,515 +143%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$972K -$31.8K -874 -3%

JHSC Hedge Fund Activity: Q1 2024 in Review

56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q1 2024, worth a combined $366M — down 5.5% from $388M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JHSC positions and 3 closed out — a net gain of 1 holder — while 17 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $16.9M. The largest seller was Granite Bay Wealth Management, cutting an estimated $38M.

  • 56 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q1 2024, up from 55 in Q4 2023.
  • Funds reported $366M of John Hancock Multifactor Small Cap ETF stock for Q1 2024, down 5.5% quarter-over-quarter.
  • 4 funds opened new John Hancock Multifactor Small Cap ETF positions in Q1 2024 and 3 closed out, a net change of +1 holder.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q1 2024 was Bank of America, an estimated $16.9M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q1 2024 was Granite Bay Wealth Management, an estimated $38M sold.

Based on aggregated 13F filings for Q1 2024.