iPath Shiller CAPE ETN
CAPD
CAPD was delisted on the 11th of October, 2022.
41 hedge funds and large institutions have $143M invested in iPath Shiller CAPE ETN in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
36% more capital invested
Capital invested by funds: $105M → $143M (+$37.5M)
7% less funds holding
Funds holding: 44 → 41 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$7.96M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$7.76M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.29M |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$2.54M |
| 5 |
FFWM
Future Financial Wealth Management
Cincinnati,
Ohio
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.71M |
| 2 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$590K |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
-$481K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$354K |
| 5 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$258K |
CAPD Hedge Fund Activity: Q1 2021 in Review
41 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iPath Shiller CAPE ETN (CAPD) for Q1 2021, worth a combined $143M — up 36% from $105M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CAPD and 2 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 19 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $7.96M. The largest seller was Private Advisor Group, cutting an estimated $1.71M.
- 41 institutional investors held iPath Shiller CAPE ETN (CAPD) as of Q1 2021, down from 44 in Q4 2020.
- Funds reported $143M of iPath Shiller CAPE ETN stock for Q1 2021, up 36% quarter-over-quarter.
- 2 funds opened new iPath Shiller CAPE ETN positions in Q1 2021 and 5 closed out, a net change of -3 holders.
- The largest iPath Shiller CAPE ETN buyer in Q1 2021 was Cambridge Investment Research Advisors, an estimated $7.96M added.
- The largest iPath Shiller CAPE ETN seller in Q1 2021 was Private Advisor Group, an estimated $1.71M sold.
Based on aggregated 13F filings for Q1 2021.