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 2024 vs. Q1 2024
How the institutions holding John Hancock Financial Opportunities Fund changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Of which not filed for Q2 2024 | Q2 2024 | Change |
|---|---|---|---|---|
| Holders | 69 | 1 | 69 | +1 |
| Shares | 3.88M | 1.71K | 3.94M | +67.6K (+1.7%) |
| Value | $114.6M | $50.7K | $110.4M | −$4.11M (−3.6%) |
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cornerstone Advisors, LLC | 97,366 | $2.73M | 0.11% |
| Pensionmark Financial Group, LLC | 36,664 | $1.03M | 0.06% |
| Invesco Ltd. | 8,397 | $235.2K | 0.00% |
| Creative Planning | 7,634 | $213.8K | 0.00% |
| EverSource Wealth Advisors, LLC | 2,500 | $81.8K | 0.01% |
| International Assets Investment Management, LLC | 1,825 | $51.1K | 0.00% |
| Investors Research Corp | 110 | $3.08K | 0.00% |
| Tower Research Capital LLC (TRC) | 3 | $84 | 0.00% |
Sold out (7)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Mesirow Financial Investment Management, Inc. | 44,500 | $1.32M |
| Lincoln National Corp | 29,510 | $872.9K |
| National Asset Management, Inc. | 16,645 | $437.1K |
| Thrivent Financial for Lutherans | 8,694 | $257.0K |
| Advisory Services Network, LLC | 7,047 | $208.4K |
| TD Private Client Wealth LLC | 431 | $12.7K |
| CoreCap Advisors, LLC | 50 | $1.48K |
Not filed for Q2 2024 yet (1)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Highlander Capital Management, LLC | 1,713 | $50.7K |