CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

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52 hedge funds and large institutions have $66.3M invested in iPath Shiller CAPE ETN in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
5
Increased
8
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.85M
2
Jane Street
Jane Street
New York
$4.88M
3
BA
Bridgewater Advisors
New York
$937K
4
Baird Financial Group
Baird Financial Group
Wisconsin
$183K
5
UBS Group
UBS Group
Switzerland
$131K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$190K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.41M
3
HT
Heritage Trust
Oklahoma
$8.4M
4
CAG
Csenge Advisory Group
Florida
$2.2M
5
LPL Financial
LPL Financial
California
$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$473K -$468K -25,613 -50%
CA
27
Cetera Advisors
Colorado
$438K -$6.41K -350 -1%
RIA
28
Realta Investment Advisors
Delaware
$386K -$110 -6 -0%
TW
29
Transform Wealth
Colorado
$342K -$225K -12,294 -40%
Northern Trust
30
Northern Trust
Illinois
$279K – – –
AIA
31
Armor Investment Advisors
North Carolina
$278K -$6.58K -360 -2%
Mariner
32
Mariner
Kansas
$263K – – –
AAS
33
Avantax Advisory Services
Texas
$245K – – –
DIA
34
Dana Investment Advisors
Wisconsin
$217K – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$190K -$16M -876,906 -99%
SWM
36
Sugarloaf Wealth Management
Georgia
$185K – – –
Baird Financial Group
37
Baird Financial Group
Wisconsin
$183K +$183K +10,000 New
LTI
38
Laffer Tengler Investments
Tennessee
$160K – – –
Morgan Stanley
39
Morgan Stanley
New York
$149K – – –
UBS Group
40
UBS Group
Switzerland
$131K +$131K +7,171 New
CFD
41
Creative Financial Designs
Indiana
$86K – – –
AA
42
Ancora Advisors
Ohio
$82K – – –
PTC
43
Private Trust Company
Ohio
$73K – – –
EIP
44
Ellis Investment Partners
Pennsylvania
$52K – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$37K – – –
WT
46
Whittier Trust
California
$27K – – –
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$10K -$33.6K -1,899 -77%
RG
48
Retirement Group
California
$7K -$8.44K -470 -55%
IWP
49
IAG Wealth Partners
Wisconsin
$7K +$7K +370 New
PA
50
Parallel Advisors
California
$4K – – –
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