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CAPD

iPath Shiller CAPE ETN
CAPD

Delisted

CAPD was delisted on the 11th of October, 2022.

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0 hedge funds and large institutions have $0 invested in iPath Shiller CAPE ETN in 2022 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% less funds holding

Funds holding: 52 → 0 (-52)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less capital invested

Capital invested by funds: $66.3M → $0 (-$66.3M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 52

Holders
–
Holders Change
-52
Holders Change %
-100%
% of All Funds
–
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
HT
Heritage Trust
Oklahoma
-$8.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.85M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.99M
4
Jane Street
Jane Street
New York
-$4.88M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
– -$473K -25,888 Closed
CA
27
Cetera Advisors
Colorado
– -$438K -23,922 Closed
RIA
28
Realta Investment Advisors
Delaware
– -$386K -21,101 Closed
TW
29
Transform Wealth
Colorado
– -$342K -18,701 Closed
Northern Trust
30
Northern Trust
Illinois
– -$279K -15,230 Closed
AIA
31
Armor Investment Advisors
North Carolina
– -$278K -15,200 Closed
Mariner
32
Mariner
Kansas
– -$263K -14,400 Closed
AAS
33
Avantax Advisory Services
Texas
– -$245K -13,405 Closed
DIA
34
Dana Investment Advisors
Wisconsin
– -$217K -11,853 Closed
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
– -$190K -10,408 Closed
SWM
36
Sugarloaf Wealth Management
Georgia
– -$185K -10,100 Closed
Baird Financial Group
37
Baird Financial Group
Wisconsin
– -$183K -10,000 Closed
LTI
38
Laffer Tengler Investments
Tennessee
– -$160K -8,770 Closed
Morgan Stanley
39
Morgan Stanley
New York
– -$149K -8,120 Closed
UBS Group
40
UBS Group
Switzerland
– -$131K -7,171 Closed
CFD
41
Creative Financial Designs
Indiana
– -$86K -4,700 Closed
AA
42
Ancora Advisors
Ohio
– -$82K -4,500 Closed
PTC
43
Private Trust Company
Ohio
– -$73K -4,000 Closed
EIP
44
Ellis Investment Partners
Pennsylvania
– -$52K -2,850 Closed
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
– -$37K -2,040 Closed
WT
46
Whittier Trust
California
– -$27K -1,500 Closed
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
– -$10K -565 Closed
RG
48
Retirement Group
California
– -$7K -390 Closed
IWP
49
IAG Wealth Partners
Wisconsin
– -$7K -370 Closed
PA
50
Parallel Advisors
California
– -$4K -200 Closed
1
2
3

CAPD Hedge Fund Activity: Q4 2022 in Review

0 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iPath Shiller CAPE ETN (CAPD) for Q4 2022, worth a combined $0 — down 100% from $66.3M a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of CAPD and 0 opened new positions — a net loss of 52 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was Heritage Trust, exiting entirely with an estimated $8.4M sold.

  • 0 institutional investors held iPath Shiller CAPE ETN (CAPD) as of Q4 2022, down from 52 in Q3 2022.
  • Funds reported $0 of iPath Shiller CAPE ETN stock for Q4 2022, down 100% quarter-over-quarter.
  • 0 funds opened new iPath Shiller CAPE ETN positions in Q4 2022 and 52 closed out, a net change of -52 holders.
  • The largest iPath Shiller CAPE ETN seller in Q4 2022 was Heritage Trust, an estimated $8.4M sold.

Based on aggregated 13F filings for Q4 2022.