CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

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35 hedge funds and large institutions have $54.6M invested in iPath Shiller CAPE ETN in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-9
Holders Change %
-20.45%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
5
Increased
9
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Waddell & Associates
Tennessee
$25.9M
2
HT
Heritage Trust
Oklahoma
$6.74M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.37M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$495K
5
LPL Financial
LPL Financial
California
$1.65M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
$0
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
ACM
Avalon Capital Management
California
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Stifel Financial
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$47K +$2.83K +250 +6%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$43K – – –
OPS
28
Orion Portfolio Solutions
Nebraska
$43K +$43K +3,690 New
ASN
29
Advisory Services Network
Georgia
$37K – – –
NEIRG
30
New England Investment & Retirement Group
Massachusetts
$30K +$30K +2,510 New
NFG
31
Next Financial Group
Texas
$20K – – –
CFD
32
Creative Financial Designs
Indiana
$12K – – –
GWMIA
33
Global Wealth Management Investment Advisory
Florida
$5K – – –
PWMG
34
Prestige Wealth Management Group
New Jersey
$4K -$3.37K -320 -46%
EIP
35
Ellis Investment Partners
Pennsylvania
$2K – – –
JWCA
36
J.W. Cole Advisors
Florida
– -$9.17M -614,950 Closed
RJFSA
37
Raymond James Financial Services Advisors
Florida
– -$3.2M -214,420 Closed
ACM
38
Avalon Capital Management
California
– -$2.64M -177,020 Closed
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
– -$474K -31,830 Closed
Stifel Financial
40
Stifel Financial
Missouri
– -$398K -26,700 Closed
MML Investors Services
41
MML Investors Services
Massachusetts
– -$242K -16,250 Closed
PWM
42
Perigon Wealth Management
California
– -$237K -15,900 Closed
SAM
43
SignalPoint Asset Management
Missouri
– -$218K -14,620 Closed
CF
44
Centaurus Financial
California
– -$127K -8,500 Closed
IA
45
IFP Advisors
Florida
– -$73K -4,950 Closed
PP
46
Pacifica Partners
Canada
– -$25K -1,690 Closed
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