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John Hancock Multifactor Small Cap ETF

58 hedge funds and large institutions have $361M invested in John Hancock Multifactor Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4% more funds holding

Funds holding: 5658 (+2)

1.3% more ownership

Funds ownership: 83.71%85.01% (+1.3%)

1% less capital invested

Capital invested by funds: $366M → $361M (-$5.17M)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
26
Reduced
14
Closed
7
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
$183M -$2.85M -76,930 -2%
Bank of America
2
Bank of America
North Carolina
$44.1M +$3.09M +83,462 +8%
UBS Group
3
UBS Group
Switzerland
$18.7M +$3.55M +95,658 +23%
LPL Financial
4
LPL Financial
California
$15.8M +$1.52M +41,085 +11%
SF
5
Synovus Financial
Georgia
$15.2M -$258K -6,956 -2%
Wells Fargo
6
Wells Fargo
California
$13.5M +$409K +11,023 +3%
Morgan Stanley
7
Morgan Stanley
New York
$10.7M -$5.48M -147,811 -34%
AW
8
Atlas Wealth
Ohio
$7.34M +$3.52M +95,049 +92%
BRWA
9
B. Riley Wealth Advisors
Florida
$5.91M +$2.32M +62,686 +65%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.8M +$638K +17,206 +12%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$4.62M -$87.9K -2,371 -2%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.26M +$173K +4,665 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.87M -$587K -15,842 -13%
EFMC
14
Empire Financial Management Company
New York
$3.34M -$343K -9,244 -9%
Stifel Financial
15
Stifel Financial
Missouri
$1.93M +$18.3K +493 +1%
EK
16
Evensky & Katz
Florida
$1.67M +$6.08K +164 +0.4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.66M +$36K +971 +2%
Ameriprise
18
Ameriprise
Minnesota
$1.51M +$1.05M +28,386 +221%
NDSI
19
Newman Dignan & Sheerar Inc
Rhode Island
$1.46M +$1.46M +39,315 New
Creative Planning
20
Creative Planning
Kansas
$1.45M -$46.8K -1,262 -3%
AIFAIM
21
American Institute for Advanced Investment Management
Arizona
$1.38M +$25K +675 +2%
MHB
22
Midwest Heritage Bank
Iowa
$1.16M -$91.6K -2,470 -7%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.07M +$89.2K +2,406 +9%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.01M -$490K -13,208 -33%
FHA
25
Flagship Harbor Advisors
Massachusetts
$1M -$816 -22 -0.1%

JHSC Hedge Fund Activity: Q2 2024 in Review

58 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q2 2024, worth a combined $361M — down 1.4% from $366M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JHSC positions and 7 closed out — a net gain of 2 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was UBS Group, adding an estimated $3.55M. The largest seller was Morgan Stanley, cutting an estimated $5.48M.

  • 58 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q2 2024, up from 56 in Q1 2024.
  • Funds reported $361M of John Hancock Multifactor Small Cap ETF stock for Q2 2024, down 1.4% quarter-over-quarter.
  • 9 funds opened new John Hancock Multifactor Small Cap ETF positions in Q2 2024 and 7 closed out, a net change of +2 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q2 2024 was UBS Group, an estimated $3.55M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q2 2024 was Morgan Stanley, an estimated $5.48M sold.

Based on aggregated 13F filings for Q2 2024.