CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

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63 hedge funds and large institutions have $229M invested in iPath Shiller CAPE ETN in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
6
Increased
21
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Waddell & Associates
Tennessee
$59.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.27M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20.1M
4
EH
Equitable Holdings
New York
$1.06M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$8.55M

Top Sellers

1
TWM
TMD Wealth Management
Arizona
$597K
2
PAG
Private Advisor Group
New Jersey
$8.54M
3
BA
Bridge Advisory
California
$4.12M
4
EK
Evensky & Katz
Florida
$1.63M
5
Osaic Holdings
Osaic Holdings
Arizona
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$1.06M +$1.06M +47,709 New
TW
27
Transform Wealth
Colorado
$957K +$24.3K +1,091 +3%
TSWM
28
Tyler-Stone Wealth Management
Ohio
$877K +$3.34K +150 +0.4%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$811K -$401K -18,005 -33%
FEG
30
Financial Enhancement Group
Indiana
$725K -$29.9K -1,340 -4%
RDWM
31
Red Door Wealth Management
Tennessee
$608K +$608K +27,300 New
TWM
32
TMD Wealth Management
Arizona
$597K -$12.9M -577,502 -96%
AWA
33
Arete Wealth Advisors
Illinois
$585K +$84.7K +3,800 +17%
CA
34
Cetera Advisors
Colorado
$543K +$88.5K +3,972 +19%
RIA
35
Realta Investment Advisors
Delaware
$467K -$3.9K -175 -0.8%
AAS
36
Avantax Advisory Services
Texas
$353K – – –
DIA
37
Dana Investment Advisors
Wisconsin
$352K +$39.7K +1,750 +13%
AIA
38
Armor Investment Advisors
North Carolina
$347K – – –
Northern Trust
39
Northern Trust
Illinois
$339K – – –
ASN
40
Advisory Services Network
Georgia
$301K -$3.08K -138 -1%
MFA
41
Morling Financial Advisors
California
$279K +$7.46K +335 +3%
SWA
42
Stratos Wealth Advisors
Ohio
$267K -$498K -22,305 -65%
CA
43
CoreCap Advisors
Michigan
$252K +$3.33K +149 +1%
AC
44
Anson Capital
Georgia
$234K -$6.05K -271 -3%
SWM
45
Sugarloaf Wealth Management
Georgia
$225K – – –
FWM
46
Foresight Wealth Management
Utah
$222K +$222K +9,970 New
Ameriprise
47
Ameriprise
Minnesota
$218K +$218K +9,768 New
LTI
48
Laffer Tengler Investments
Tennessee
$195K – – –
CFD
49
Creative Financial Designs
Indiana
$105K -$29K -1,300 -22%
AA
50
Ancora Advisors
Ohio
$100K – – –
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