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John Hancock Multifactor Small Cap ETF

65 hedge funds and large institutions have $430M invested in John Hancock Multifactor Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

5% more funds holding

Funds holding: 6265 (+3)

1% more capital invested

Capital invested by funds: $425M → $430M (+$4.69M)

1.66% less ownership

Funds ownership: 84.56%82.9% (-1.7%)

39% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 28

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
17
Reduced
28
Closed
6
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
$173M -$15.9M -386,753 -8%
Bank of America
2
Bank of America
North Carolina
$65.6M +$12.1M +295,004 +22%
LPL Financial
3
LPL Financial
California
$31.3M -$942K -22,875 -3%
UBS Group
4
UBS Group
Switzerland
$20.1M -$177K -4,303 -0.8%
PAG
5
Private Advisor Group
New Jersey
$16.9M -$937K -22,751 -5%
SF
6
Synovus Financial
Georgia
$16M -$63.8K -1,550 -0.4%
Wells Fargo
7
Wells Fargo
California
$15.8M -$291K -7,059 -2%
GC
8
Gilbert & Cook
Iowa
$14.6M +$15.2M +368,253 New
Morgan Stanley
9
Morgan Stanley
New York
$9.76M -$1.59M -38,499 -14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.03M -$76.4K -1,855 -1%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$5.55M +$214K +5,192 +4%
Ameriprise
12
Ameriprise
Minnesota
$4.51M +$784K +19,036 +20%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.45M -$60.4K -1,467 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.03M -$127K -3,083 -3%
AW
15
Atlas Wealth
Ohio
$3.77M -$15K -365 -0.4%
BRWA
16
B. Riley Wealth Advisors
Florida
$3.74M -$2.86M -69,447 -42%
EFMC
17
Empire Financial Management Company
New York
$3.63M +$35.6K +864 +1%
SIM
18
Sims Investment Management
Ohio
$3.08M +$3.19M +77,568 New
USCWA
19
U.S. Capital Wealth Advisors
Texas
$2.75M +$2.03M +49,325 +250%
Stifel Financial
20
Stifel Financial
Missouri
$2.3M +$67.4K +1,638 +3%
EK
21
Evensky & Katz
Florida
$1.8M +$5.48K +133 +0.3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.73M -$77.1K -1,872 -4%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$1.66M +$1.07M +25,978 +165%
AIFAIM
24
American Institute for Advanced Investment Management
Arizona
$1.58M +$57.5K +1,396 +4%
Creative Planning
25
Creative Planning
Kansas
$1.43M -$63K -1,531 -4%

JHSC Hedge Fund Activity: Q4 2024 in Review

65 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Hancock Multifactor Small Cap ETF (JHSC) for Q4 2024, worth a combined $430M — up 1.1% from $425M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JHSC positions and 6 closed out — a net gain of 4 holders — while 17 added to existing stakes and 28 trimmed.

The largest buyer was Gilbert & Cook, opening a new position worth an estimated $15.2M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $15.9M.

  • 65 institutional investors held John Hancock Multifactor Small Cap ETF (JHSC) as of Q4 2024, up from 62 in Q3 2024.
  • Funds reported $430M of John Hancock Multifactor Small Cap ETF stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 10 funds opened new John Hancock Multifactor Small Cap ETF positions in Q4 2024 and 6 closed out, a net change of +4 holders.
  • The largest John Hancock Multifactor Small Cap ETF buyer in Q4 2024 was Gilbert & Cook, an estimated $15.2M added.
  • The largest John Hancock Multifactor Small Cap ETF seller in Q4 2024 was Manulife (Manufacturers Life Insurance), an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2024.