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CAPD

iPath Shiller CAPE ETN
CAPD

Delisted

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

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36 hedge funds and large institutions have $41.4M invested in iPath Shiller CAPE ETN in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

16% more funds holding

Funds holding: 31 → 36 (+5)

6% more capital invested

Capital invested by funds: $39.1M → $41.4M (+$2.28M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
10
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$5.58M
2
LPL Financial
LPL Financial
California
+$604K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$318K
4
KWM
Kingsview Wealth Management
Oregon
+$233K
5
AIA
Armor Investment Advisors
North Carolina
+$203K

Top Sellers

Rank Fund Capital Flow
1
EK
Evensky & Katz
Florida
-$10.1M
2
GFPC
Global Financial Private Capital
Florida
-$457K
3
AIC
Ameritas Investment Company
Nebraska
-$435K
4
WA
Waddell & Associates
Tennessee
-$67.4K
5
MML Investors Services
MML Investors Services
Massachusetts
-$43.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$91K -$2.97K -240 -3%
GWM
27
Geneos Wealth Management
Colorado
$50K – – –
JP Morgan Chase
28
JP Morgan Chase
New York
$50K +$47.8K +3,870 New
AOWM
29
Alpha Omega Wealth Management
Virginia
$48K +$12.4K +1,000 +37%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$43K +$152K +12,280 +151%
GSWM
31
Golden State Wealth Management
California
$23K +$22.3K +1,800 New
GWMIA
32
Global Wealth Management Investment Advisory
Florida
$13K -$742 -60 -6%
CFD
33
Creative Financial Designs
Indiana
$13K +$12.4K +1,000 New
PWMG
34
Prestige Wealth Management Group
New Jersey
$9K – – –
LGWM
35
Litman Gregory Wealth Management
California
$6K – – –
AIC
36
Ameritas Investment Company
Nebraska
– -$435K -38,660 Closed
UBS Group
37
UBS Group
Switzerland
– -$38K -3,370 Closed
NFG
38
Next Financial Group
Texas
– -$37K -3,310 Closed
1
2

CAPD Hedge Fund Activity: Q1 2019 in Review

36 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iPath Shiller CAPE ETN (CAPD) for Q1 2019, worth a combined $41.4M — up 5.8% from $39.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CAPD positions and 3 closed out — a net gain of 5 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $5.58M. The largest seller was Evensky & Katz, cutting an estimated $10.1M.

  • 36 institutional investors held iPath Shiller CAPE ETN (CAPD) as of Q1 2019, up from 31 in Q4 2018.
  • Funds reported $41.4M of iPath Shiller CAPE ETN stock for Q1 2019, up 5.8% quarter-over-quarter.
  • 8 funds opened new iPath Shiller CAPE ETN positions in Q1 2019 and 3 closed out, a net change of +5 holders.
  • The largest iPath Shiller CAPE ETN buyer in Q1 2019 was Private Advisor Group, an estimated $5.58M added.
  • The largest iPath Shiller CAPE ETN seller in Q1 2019 was Evensky & Katz, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2019.