CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

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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 %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$46K +$46K +2,040 New
WT
52
Whittier Trust
California
$34K +$34K +1,500 New
RG
53
Retirement Group
California
$20K -$23.7K -1,020 -54%
BBPWM
54
Blue Bell Private Wealth Management
Pennsylvania
$17K +$17K +742 New
UBS Group
55
UBS Group
Switzerland
$15K +$15K +659 New
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$14K +$14K +629 New
APA
57
American Portfolios Advisors
New York
$8.88K +$8.88K +390 New
VNA
58
Valley National Advisers
Pennsylvania
$8K – – –
PA
59
Parallel Advisors
California
$5K – – –
TCM
60
TD Capital Management
Tennessee
$4K – – –
Ameriprise
61
Ameriprise
Minnesota
– -$283K -13,446 Closed
JWCA
62
J.W. Cole Advisors
Florida
– -$293K -11,518 Closed
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