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.
Q1 2023 vs. Q4 2022
How the institutions holding John Hancock Financial Opportunities Fund changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 62 | 2 | 68 | +8 |
| Shares | 3.89M | 700 | 3.99M | +99.9K (+2.6%) |
| Value | $129.2M | $23.3K | $121.8M | −$7.38M (−5.7%) |
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| JPMorgan Chase & Co | 24,025 | $734.0K | 0.00% |
| Atria Wealth Solutions, Inc. | 14,543 | $444.2K | 0.01% |
| Aurora Investment Counsel | 11,348 | $346.6K | 0.23% |
| Invesco Ltd. | 10,159 | $310.3K | 0.00% |
| Formidable Asset Management, LLC | 6,610 | $199.0K | 0.04% |
| Signaturefd, LLC | 1,000 | $30.5K | 0.00% |
| Spire Wealth Management | 850 | $26.0K | 0.00% |
| Thompson Investment Management, Inc. | 649 | $19.8K | 0.00% |
| TD Waterhouse Canada Inc. | 150 | $6.08K | 0.00% |
| Horan Securities, Inc. | 176 | $5.38K | 0.00% |
| Toth Financial Advisory Corp | 105 | $3.21K | 0.00% |
| Mach-1 Financial Group, Inc. | 105 | $3.21K | 0.02% |
| Central Bank & Trust Co | 26 | $794 | 0.00% |
| Belpointe Asset Management LLC | 12 | $366 | 0.00% |
Sold out (6)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Wolverine Asset Management LLC | 33,184 | $1.11M |
| Elequin Capital LP | 6,977 | $232.4K |
| Rockefeller Capital Management L.P. | 3,592 | $119.0K |
| Money Concepts Capital Corp | 210 | $7.00K |
| Concorde Financial Corp | 75 | $2.37K |
| Private Advisor Group, LLC | 11,373 | $379 |
Not filed for Q1 2023 yet (2)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| CoreCap Advisors, LLC | 500 | $16.7K |
| Sargent Bickham Lagudis LLC | 200 | $6.66K |