CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.72%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
2
Increased
19
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15M
2
BRWA
B. Riley Wealth Advisors
Florida
$8.06M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9M
4
FFWM
Future Financial Wealth Management
Ohio
$2.85M
5
IAIM
International Assets Investment Management
Florida
$5.03M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$6.51M
2
WP
WealthShield Partners
North Carolina
$0
3
Brown Advisory
Brown Advisory
Maryland
$0
4
Ameriprise
Ameriprise
Minnesota
$555K
5
ACM
Avalon Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$595K – – –
Ameriprise
27
Ameriprise
Minnesota
$555K -$367K -19,160 -40%
AIA
28
Armor Investment Advisors
North Carolina
$308K -$9.59K -500 -3%
AWA
29
Arete Wealth Advisors
Illinois
$271K -$42.6K -2,220 -14%
TWM
30
TMD Wealth Management
Arizona
$231K +$231K +12,040 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$124K +$28.3K +1,420 +30%
CFD
32
Creative Financial Designs
Indiana
$102K – – –
AA
33
Ancora Advisors
Ohio
$86K – – –
GWM
34
Geneos Wealth Management
Colorado
$83K – – –
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$43K – – –
RG
36
Retirement Group
California
$36K – – –
Morgan Stanley
37
Morgan Stanley
New York
$29K -$25.9K -1,340 -47%
EIP
38
Ellis Investment Partners
Pennsylvania
$11K – – –
VNA
39
Valley National Advisers
Pennsylvania
$6K – – –
PA
40
Parallel Advisors
California
$4K – – –
SWM
41
Sugarloaf Wealth Management
Georgia
$194 +$13 +700 +7%
WP
42
WealthShield Partners
North Carolina
– -$590K -33,150 Closed
Brown Advisory
43
Brown Advisory
Maryland
– -$481K -27,000 Closed
ACM
44
Avalon Capital Management
California
– -$258K -14,500 Closed
ASN
45
Advisory Services Network
Georgia
– -$55K -3,110 Closed
NFG
46
Next Financial Group
Texas
– -$17K -960 Closed
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