CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

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44 hedge funds and large institutions have $57.5M invested in iPath Shiller CAPE ETN in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+9
Holders Change %
+25.71%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
11
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Avalon Capital Management
California
$2.64M
2
Jane Street
Jane Street
New York
$540K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$474K
4
PAG
Private Advisor Group
New Jersey
$6.88M
5
SAM
SignalPoint Asset Management
Missouri
$218K

Top Sellers

1
KWM
Kingsview Wealth Management
Oregon
$0
2
Ameriprise
Ameriprise
Minnesota
$434K
3
WA
Waddell & Associates
Tennessee
$13M
4
SPI
Santori & Peters Inc
Pennsylvania
$2.02M
5
EK
Evensky & Katz
Florida
$337K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$242K – – –
PWM
27
Perigon Wealth Management
California
$237K – – –
SAM
28
SignalPoint Asset Management
Missouri
$218K +$218K +14,620 New
UBS Group
29
UBS Group
Switzerland
$211K +$211K +14,150 New
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$184K -$1.49K -100 -0.8%
SWM
31
Sugarloaf Wealth Management
Georgia
$151K +$151K +10,100 New
CF
32
Centaurus Financial
California
$127K +$127K +8,500 New
IA
33
IFP Advisors
Florida
$73K +$41.1K +2,790 +129%
AA
34
Ancora Advisors
Ohio
$67K +$67K +4,500 New
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$66K -$6.36K -430 -9%
GWM
36
Geneos Wealth Management
Colorado
$58K – – –
ASN
37
Advisory Services Network
Georgia
$46K – – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$43K – – –
NFG
39
Next Financial Group
Texas
$26K -$8.37K -560 -24%
PP
40
Pacifica Partners
Canada
$25K +$25K +1,690 New
CFD
41
Creative Financial Designs
Indiana
$15K – – –
PWMG
42
Prestige Wealth Management Group
New Jersey
$10K – – –
GWMIA
43
Global Wealth Management Investment Advisory
Florida
$6K -$2.4K -160 -29%
EIP
44
Ellis Investment Partners
Pennsylvania
$3K +$3K +250 New
KWM
45
Kingsview Wealth Management
Oregon
– -$2.51M -182,420 Closed
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
– -$53K -3,870 Closed
LGWM
47
Litman Gregory Wealth Management
California
– -$6K -450 Closed
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