CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

Back to rankings

60 hedge funds and large institutions have $239M invested in iPath Shiller CAPE ETN in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
60
Holders Change
+15
Holders Change %
+33.33%
% of All Funds
0.93%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
17
Increased
22
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
TMD Wealth Management
Arizona
$13.8M
2
BA
2
Bridgewater Advisors
New York
$11.5M
3
IAIM
3
International Assets Investment Management
Florida
$2.99M
4
EK
4
Evensky & Katz
Florida
$2.72M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.72M

Top Sellers

1
TW
1
Transform Wealth
Colorado
$952K
2
WA
2
Waddell & Associates
Tennessee
$55.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.26M
4
AAS
4
Avantax Advisory Services
Texas
$362K
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$1.05M +$130K +5,702 +14%
WWM
27
Western Wealth Management
Colorado
$986K +$986K +43,200 New
TW
28
Transform Wealth
Colorado
$952K -$4.56M -200,564 -83%
TSWM
29
Tyler-Stone Wealth Management
Ohio
$892K +$892K +39,190 New
SWA
30
Stratos Wealth Advisors
Ohio
$780K -$181K -7,953 -19%
FEG
31
Financial Enhancement Group
Indiana
$771K -$72.3K -3,179 -9%
AWA
32
Arete Wealth Advisors
Illinois
$509K +$119K +5,231 +30%
RIA
33
Realta Investment Advisors
Delaware
$481K +$163K +7,162 +51%
CA
34
Cetera Advisors
Colorado
$464K – – –
AAS
35
Avantax Advisory Services
Texas
$362K -$309K -13,565 -46%
AIA
36
Armor Investment Advisors
North Carolina
$354K – – –
Northern Trust
37
Northern Trust
Illinois
$347K – – –
DIA
38
Dana Investment Advisors
Wisconsin
$313K +$313K +13,758 New
ASN
39
Advisory Services Network
Georgia
$310K +$310K +13,633 New
MFA
40
Morling Financial Advisors
California
$278K +$278K +12,193 New
CA
41
CoreCap Advisors
Michigan
$254K +$254K +11,144 New
YIA
42
YHB Investment Advisors
Connecticut
$235K +$235K +10,340 New
SWM
43
Sugarloaf Wealth Management
Georgia
$230K – – –
AC
44
Anson Capital
Georgia
$227K +$227K +10,755 New
LTI
45
Laffer Tengler Investments
Tennessee
$200K – – –
CFD
46
Creative Financial Designs
Indiana
$137K – – –
AA
47
Ancora Advisors
Ohio
$102K – – –
GWM
48
Geneos Wealth Management
Colorado
$94K – – –
Morgan Stanley
49
Morgan Stanley
New York
$89K – – –
EIP
50
Ellis Investment Partners
Pennsylvania
$64K +$37.1K +1,650 +138%
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