John Hancock Financial Opportunities Fund
BTO- Exchange
- NYSE
- SEC CIK
- 0000925683
In the last 90 days, John Hancock Financial Opportunities Fund insiders filed 1 open-market purchase and 0 sales; 84 institutions reported holding it in 13F filings for Q2 2026, worth $167.5M in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding John Hancock Financial Opportunities Fund changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 68 | 68 | 0 |
| Shares | 3.53M | 3.56M | +34.4K (+1.0%) |
| Value | $135.6M | $133.7M | −$1.89M (−1.4%) |
New holders (9)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| PRW Wealth Management LLC | 8,625 | $324.0K | 0.10% |
| Belpointe Asset Management LLC | 3,500 | $131.0K | 0.01% |
| Advisory Services Network, LLC | 2,693 | $101.0K | 0.00% |
| Carroll Financial Associates, Inc. | 1,910 | $71.0K | 0.00% |
| BBVA USA | 766 | $28.0K | 0.00% |
| Wealth Quarterback LLC | 413 | $16.0K | 0.01% |
| Rockefeller Capital Management L.P. | 142 | $5.00K | 0.00% |
| GW&K Investment Management, LLC | 19 | $1.00K | 0.00% |
| FMR LLC | 4 | $0 | 0.00% |
Sold out (9)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Formidable Asset Management, LLC | 63,750 | $2.46M |
| Goldman Sachs Group Inc | 10,165 | $391.0K |
| Bank of Montreal | 2,629 | $102.0K |
| Valeo Financial Advisors, LLC | 1,708 | $66.0K |
| Sowell Financial Services LLC | 312 | $12.0K |
| Central Trust Co | 250 | $10.0K |
| Wealthcare Advisory Partners LLC | 250 | $10.0K |
| International Assets Investment Management, LLC | 322 | $10.0K |
| Eudaimonia Partners, LLC | 198 | $8.00K |