CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

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45 hedge funds and large institutions have $151M invested in iPath Shiller CAPE ETN in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
–
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
5
Increased
17
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TW
1
Transform Wealth
Colorado
$5.11M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.46M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.42M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.57M
5
WA
5
Waddell & Associates
Tennessee
$53.2M

Top Sellers

1
SWA
1
Stratos Wealth Advisors
Ohio
$890K
2
ASN
2
Advisory Services Network
Georgia
$0
3
LPL Financial
3
LPL Financial
California
$4.04M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$1.02M
5
ATC
5
Argent Trust Co
Tennessee
$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$621K – – –
TWM
27
TMD Wealth Management
Arizona
$576K +$93.5K +4,438 +19%
CA
28
Cetera Advisors
Colorado
$430K +$430K +20,390 New
AWA
29
Arete Wealth Advisors
Illinois
$363K +$66.7K +3,164 +23%
AIA
30
Armor Investment Advisors
North Carolina
$328K – – –
Northern Trust
31
Northern Trust
Illinois
$321K – – –
RIA
32
Realta Investment Advisors
Delaware
$294K +$294K +13,970 New
JWCA
33
J.W. Cole Advisors
Florida
$293K +$293K +11,518 New
Ameriprise
34
Ameriprise
Minnesota
$283K -$33.9K -1,609 -11%
SWM
35
Sugarloaf Wealth Management
Georgia
$213K – – –
LTI
36
Laffer Tengler Investments
Tennessee
$185K +$185K +8,770 New
CFD
37
Creative Financial Designs
Indiana
$126K – – –
AA
38
Ancora Advisors
Ohio
$95K – – –
GWM
39
Geneos Wealth Management
Colorado
$88K – – –
Morgan Stanley
40
Morgan Stanley
New York
$83K +$51.2K +2,420 +161%
RG
41
Retirement Group
California
$40K – – –
EIP
42
Ellis Investment Partners
Pennsylvania
$25K – – –
VNA
43
Valley National Advisers
Pennsylvania
$7K – – –
PA
44
Parallel Advisors
California
$4K – – –
TCM
45
TD Capital Management
Tennessee
$3K – – –
ASN
46
Advisory Services Network
Georgia
– -$502K -23,930 Closed
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
– -$19K -900 Closed
UBS Group
48
UBS Group
Switzerland
– -$4K -197 Closed
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