Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

JOHN HANCOCK EXCHANGE TRADED (JHMD)

74 + Investors. Track Smart Money conviction in JHMD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — JHMD

Based on 74 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added JHMD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
74 hedge funds hold JHMD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

44 buying31 selling
Last quarter: 44 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 13 → 11 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 11% medium ■ 28% new
45 out of 74 hedge funds have held JHMD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

7 → 5 → 13 → 11 → 11 new funds/Q
New funds entering each quarter: 5 → 13 → 11 → 11. A growing number of institutions are discovering JHMD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 8% 1-2yr ■ 30% new
Of 74 current holders: 46 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
14 of 74 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: JHMD

How many hedge funds hold JHMD — quarterly history vs. share price
Quarterly hedge fund ownership of JHMD vs. share price

Market Analysis: JHMD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JHMD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: JHMD
2026 Q1 Stats Unlock in 10 days 74 + Investors

Track Smart Money conviction in JHMD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 74 73 1.37%
13F Shares 18M 17M 4.33%
Total Value $756M $698M 8.38%
New Positions 11 11 -
Increased Positions 33 29 +4
Closed Positions 10 6 +4
Reduced Positions 21 17 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JHMD

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

74 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JHMD. Verified SEC 13F-HR filings.

Top 25 institutional holders of JHMD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Spectrum Wealth Advisory Group, LLC 4.41% 279,863 $11.9M
2 Northwest Financial Advisors 2.46% 30,027 $1.3M
3 Evensky & Katz LLC 1.91% 794,282 $34K
4 FFG RETIREMENT ADVISORS LLC 1.73% 70,109 $3.0M
5 Magnus Financial Group LLC 1.13% 329,651 $14.0M
6 Financially in Tune, LLC 0.99% 27,285 $1.2M
7 IAMS WEALTH MANAGEMENT, LLC 0.86% 58,389 $2.5M
8 Simplicity Wealth,LLC 0.76% 316,683 $13.4M
9 Cooper Financial Group 0.32% 73,698 $3.1M
10 CoreCap Advisors, LLC 0.17% 117,887 $5.0M
11 LexAurum Advisors, LLC 0.08% 15,387 $652K
12 Capital Advisors, Ltd. LLC 0.08% 16,960 —
13 Balboa Wealth Partners 0.05% 7,064 $299K
14 Cornerstone Wealth Management, LLC 0.04% 17,460 $740K
15 Merit Financial Group, LLC 0.03% 108,032 $4.6M
16 SigFig Wealth Management, LLC 0.02% 18,970 $804K
17 Birchwood Financial Partners, Inc. 0.02% 530 $22K
18 PARSONS CAPITAL MANAGEMENT INC/RI 0.02% 10,516 $446K
19 THRIVENT FINANCIAL FOR LUTHERANS 0.02% 242,018 $10K
20 MONECO ADVISORS, LLC 0.02% 5,769 $244K
21 LPL Financial LLC 0.01% 1,209,935 $51.3M
22 D.A. DAVIDSON & CO. 0.01% 46,140 $2.0M
23 Cambridge Investment Research Advisors, Inc. 0.01% 84,038 $4K
24 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 154,267 $6.5M
25 Stratos Wealth Partners, LTD. 0.01% 16,749 $710K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — JOHN HANCOCK EXCHANGE TRADED (JHMD)

What does the Smart Money Trend signal show for JHMD?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added JHMD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JHMD?

Slight buying edge — 59% buying: Last quarter: 44 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JHMD holders?

Strong quality — 27% AUM from major funds: 14 of 74 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JHMD?

61% of holders stayed for 2+ years: 45 out of 74 hedge funds have held JHMD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.