JOHN HANCOCK EXCHANGE TRADED JHEM
MULTFCTR EMRNG · ETP · CUSIP 47804J834
35
institutional holders
+2 vs Q4 2022
28.8m
shares reported held*
$698.4mreported value*
4 new
16 added
13 reduced
2 sold out
net sold ≈ $1.7m (-69.2k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $24.23.
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 33 |
| Q4 2022 | 33 |
| Q1 2023 | 35 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 14 | 13 |
| Q1 2023 | 20 | 15 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +212.2k |
| Raymond James Financial Services Advisors, Inc. | Added | +84.5k |
| WELLS FARGO & COMPANY/MN | Added | +54.4k |
| BANK OF MONTREAL /CAN/ | New | +32.7k |
| Quantitative Advantage, LLC | Added | +19.2k |
| FLOW TRADERS U.S. LLC | Added | +15.2k |
| Pallas Capital Advisors LLC | Added | +13.9k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +12.9k |
| Truadvice, LLC | New | +12.5k |
| Orion Portfolio Solutions, LLC | New | +11.5k |
Biggest sellers
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | -107.9k |
| ROYAL BANK OF CANADA | Reduced | -98.7k |
| CITADEL ADVISORS LLC | Reduced | -89.5k |
| JANE STREET GROUP, LLC | Reduced | -78.7k |
| OLD MISSION CAPITAL LLC | Reduced | -69.6k |
| PROVENCE WEALTH MANAGEMENT GROUP | Reduced | -42.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -40.8k |
| B. Riley Wealth Advisors, Inc. | Reduced | -14.1k |
| Cooper Financial Group | Reduced | -8.0k |
| UBS Group AG | Reduced | -4.4k |
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.36% of their portfolio | 26.3m $637.0m | Reduced -107.9k |
| Pallas Capital Advisors LLC 0.93% of their portfolio | 412.5k $9.9m | Added +13.9k |
| LPL Financial LLC 0.01% of their portfolio | 367.6k $8.9m | Added +9.7k |
| Quantitative Advantage, LLC 0.96% of their portfolio | 271.8k $6.6m | Added +19.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 245.4k $5.9m | Added +212.2k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 207.4k $5.0m | Reduced -78.7k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 100.2k $2.4m | Added +84.5k |
| OLD MISSION CAPITAL LLC 0.06% of their portfolio | 82.4k $2.0m | Reduced -69.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 77.4k $1.9m | Added +54.4k |
| FLOW TRADERS U.S. LLC 0.07% of their portfolio | 74.3k $1.8m | Added +15.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 66.1k $1.6m | Reduced -98.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 60.9k $1.5m | Added +12.9k |
| MORGAN STANLEY 0.00% of their portfolio | 58.0k $1.4m | Added +4 |
| JNBA Financial Advisors 0.18% of their portfolio | 56.9k $1.4m | Reduced -3.9k |
| Evensky & Katz LLC 0.10% of their portfolio | 51.4k $1.2m | Added +628 |
| PROVENCE WEALTH MANAGEMENT GROUP 0.79% of their portfolio | 48.8k $1.2m | Reduced -42.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 45.9k $1.1m | Reduced -89.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 43.4k $1.1m | Reduced -3.0k |
| Cooper Financial Group 0.28% of their portfolio | 42.3k $1.0m | Reduced -8.0k |
| B. Riley Wealth Advisors, Inc. 0.03% of their portfolio | 39.9k $966.6k | Reduced -14.1k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 33.1k $803.6k | Added +2.8k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 32.7k $795.5k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 26.1k $632.4k | Added +4.1k |
| IFP Advisors, Inc 0.02% of their portfolio | 20.6k $518.9k | Reduced -2.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 14.9k $360.9k | Added +3.2k |
| SigFig Wealth Management, LLC 0.02% of their portfolio | 13.6k $328.6k | Added +2.5k |
| Truadvice, LLC 0.12% of their portfolio | 12.5k $302.8k | New |
| Orion Porfolio Solutions, LLC 0.00% of their portfolio | 11.5k $277.8k | Reduced -898 |
| Orion Portfolio Solutions, LLC 0.00% of their portfolio | 11.5k $277.8k | New |
| Capital Advisors, Ltd. LLC 0.01% of their portfolio | 2.8k $69.0k | New |
| Global Retirement Partners, LLC 0.00% of their portfolio | 1.6k $37.4k | Added +1.2k |
| UBS Group AG 0.00% of their portfolio | 1.3k $31.1k | Reduced -4.4k |
| Investors Research Corp 0.00% of their portfolio | 235 $5.7k | Unchanged |
| Aspire Wealth Management Corp 0.00% of their portfolio | 79 $1.9k | Added +1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |