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 2024 vs. Q4 2023
How the institutions holding John Hancock Financial Opportunities Fund changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 76 | 69 | −7 |
| Shares | 3.99M | 3.88M | −113.8K (−2.9%) |
| Value | $119.6M | $114.6M | −$5.02M (−4.2%) |
New holders (3)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Shaker Financial Services, LLC | 21,211 | $627.4K | 0.24% |
| CIBC Private Wealth Group, LLC | 300 | $8.73K | 0.00% |
| CoreCap Advisors, LLC | 50 | $1.48K | 0.00% |
Sold out (10)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Pensionmark Financial Group, LLC | 38,073 | $1.15M |
| Elequin Capital LP | 12,609 | $379.3K |
| JPMorgan Chase & Co | 11,785 | $354.5K |
| HighTower Advisors, LLC | 10,221 | $306.0K |
| Invesco Ltd. | 7,663 | $230.5K |
| Wealth Enhancement Advisory Services, LLC | 7,585 | $228.2K |
| LM Advisors LLC | 154 | $4.64K |
| Benjamin F. Edwards & Company, Inc. | 50 | $2.00K |
| Tower Research Capital LLC (TRC) | 3 | $90 |
| FMR LLC | 1 | $30 |