CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

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56 hedge funds and large institutions have $87.4M invested in iPath Shiller CAPE ETN in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-7
Holders Change %
-11.11%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
7
Increased
11
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
Csenge Advisory Group
Florida
$4.07M
2
Jane Street
Jane Street
New York
$2.07M
3
SPI
Santori & Peters Inc
Pennsylvania
$4.43M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.14M
5
LPL Financial
LPL Financial
California
$4.8M

Top Sellers

1
WA
Waddell & Associates
Tennessee
$0
2
SFG
Socha Financial Group
New York
$0
3
BA
Bridgewater Advisors
New York
$0
4
PAG
Private Advisor Group
New Jersey
$0
5
BA
Bridge Advisory
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
26
Transform Wealth
Colorado
$579K -$223K -11,939 -28%
FEG
27
Financial Enhancement Group
Indiana
$571K -$36.9K -1,977 -6%
AWA
28
Arete Wealth Advisors
Illinois
$516K +$26.2K +1,403 +5%
RDWM
29
Red Door Wealth Management
Tennessee
$509K – – –
CA
30
Cetera Advisors
Colorado
$453K -$1.68K -90 -0.4%
AWS
31
Atria Wealth Solutions
New York
$431K +$431K +23,090 New
RIA
32
Realta Investment Advisors
Delaware
$399K +$2.84K +150 +0.7%
AIA
33
Armor Investment Advisors
North Carolina
$291K – – –
Northern Trust
34
Northern Trust
Illinois
$284K – – –
Mariner
35
Mariner
Kansas
$269K +$269K +14,400 New
AAS
36
Avantax Advisory Services
Texas
$250K -$46.3K -2,480 -16%
DIA
37
Dana Investment Advisors
Wisconsin
$221K -$68.1K -3,655 -24%
CA
38
CoreCap Advisors
Michigan
$211K – – –
AC
39
Anson Capital
Georgia
$196K – – –
SWM
40
Sugarloaf Wealth Management
Georgia
$189K – – –
LTI
41
Laffer Tengler Investments
Tennessee
$164K – – –
Morgan Stanley
42
Morgan Stanley
New York
$152K +$78.6K +4,200 +107%
CFD
43
Creative Financial Designs
Indiana
$88K – – –
AA
44
Ancora Advisors
Ohio
$84K – – –
GWM
45
Geneos Wealth Management
Colorado
$78K – – –
PTC
46
Private Trust Company
Ohio
$75K +$75K +4,000 New
EIP
47
Ellis Investment Partners
Pennsylvania
$53K – – –
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$46K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
WT
50
Whittier Trust
California
$28K – – –
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