CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

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31 hedge funds and large institutions have $39.1M invested in iPath Shiller CAPE ETN in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+7
Holders Change %
+29.17%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
12
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EK
1
Evensky & Katz
Florida
$9.57M
2
GFPC
2
Global Financial Private Capital
Florida
$6.26M
3
ATC
3
Argent Trust Co
Tennessee
$1.32M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$562K
5
LPL Financial
5
LPL Financial
California
$1.42M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
AIA
2
Armor Investment Advisors
North Carolina
$0
3
PWM
3
Perigon Wealth Management
California
$0
4
JFA
4
JNBA Financial Advisors
Minnesota
$0
5
AA
5
Ancora Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
26
Next Financial Group
Texas
$37K +$37K +3,310 New
AOWM
27
Alpha Omega Wealth Management
Virginia
$30K -$45K -4,050 -60%
GWMIA
28
Global Wealth Management Investment Advisory
Florida
$12K +$12K +1,090 New
PWMG
29
Prestige Wealth Management Group
New Jersey
$8K +$8K +700 New
LGWM
30
Litman Gregory Wealth Management
California
$5K – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
– -$383K -28,900 Closed
AIA
32
Armor Investment Advisors
North Carolina
– -$218K -16,450 Closed
PWM
33
Perigon Wealth Management
California
– -$211K -15,900 Closed
JFA
34
JNBA Financial Advisors
Minnesota
– -$90K -6,750 Closed
AA
35
Ancora Advisors
Ohio
– -$53K -4,000 Closed
1
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