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 $105M invested in iPath Shiller CAPE ETN in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
15
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$6.22M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.32M
3
WA
Waddell & Associates
Tennessee
$42.8M
4
Brown Advisory
Brown Advisory
Maryland
$481K
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$456K

Top Sellers

1
RG
Retirement Group
California
$33K
2
WP
WealthShield Partners
North Carolina
$590K
3
PAG
Private Advisor Group
New Jersey
$7.69M
4
IAIM
International Assets Investment Management
Florida
$2.47M
5
IA
IFP Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
26
Brown Advisory
Maryland
$481K +$481K +27,000 New
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$456K +$456K +25,600 New
AIA
28
Armor Investment Advisors
North Carolina
$295K -$3.56K -200 -1%
AWA
29
Arete Wealth Advisors
Illinois
$291K +$16.2K +910 +6%
ACM
30
Avalon Capital Management
California
$258K – – –
FFWM
31
Future Financial Wealth Management
Ohio
$205K +$205K +11,500 New
SWM
32
Sugarloaf Wealth Management
Georgia
$180K – – –
CFD
33
Creative Financial Designs
Indiana
$94K +$76.3K +4,300 +430%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$86K – – –
AA
35
Ancora Advisors
Ohio
$80K – – –
GWM
36
Geneos Wealth Management
Colorado
$79K – – –
ASN
37
Advisory Services Network
Georgia
$55K – – –
Morgan Stanley
38
Morgan Stanley
New York
$51K +$51K +2,840 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$43K – – –
RG
40
Retirement Group
California
$33K -$2.6M -148,250 -99%
NFG
41
Next Financial Group
Texas
$17K – – –
EIP
42
Ellis Investment Partners
Pennsylvania
$10K +$5.46K +300 +120%
VNA
43
Valley National Advisers
Pennsylvania
$6K – – –
PA
44
Parallel Advisors
California
$4K +$4K +200 New
IA
45
IFP Advisors
Florida
– -$16K -1,000 Closed
AF
46
Advisornet Financial
Minnesota
– -$10K -650 Closed
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