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CAPD

iPath Shiller CAPE ETN
CAPD

Delisted

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

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6 hedge funds and large institutions have $1.5M invested in iPath Shiller CAPE ETN in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

50% more funds holding

Funds holding: 4 → 6 (+2)

7% more capital invested

Capital invested by funds: $1.4M → $1.5M (+$97K)

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FEG
Financial Enhancement Group
Indiana
+$281K
2
Wells Fargo
Wells Fargo
California
+$8.02K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$259K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1
Cedar Capital
Illinois
$1.16M +$1.14M +142,540 New
FEG
2
Financial Enhancement Group
Indiana
$285K +$281K +35,060 New
Creative Planning
3
Creative Planning
Kansas
$36K – – –
GBBWRPM
4
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K +$8.02K +1,000 New
Wells Fargo
5
Wells Fargo
California
$8K +$8.02K +1,000 New
LPL Financial
6
LPL Financial
California
– -$259K -33,820 Closed

CAPD Hedge Fund Activity: Q4 2015 in Review

6 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iPath Shiller CAPE ETN (CAPD) for Q4 2015, worth a combined $1.5M — up 6.9% from $1.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CAPD positions and 1 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $281K. The largest seller was LPL Financial, exiting entirely with an estimated $259K sold.

  • 6 institutional investors held iPath Shiller CAPE ETN (CAPD) as of Q4 2015, up from 4 in Q3 2015.
  • Funds reported $1.5M of iPath Shiller CAPE ETN stock for Q4 2015, up 6.9% quarter-over-quarter.
  • 4 funds opened new iPath Shiller CAPE ETN positions in Q4 2015 and 1 closed out, a net change of +3 holders.
  • The largest iPath Shiller CAPE ETN buyer in Q4 2015 was Financial Enhancement Group, an estimated $281K added.
  • The largest iPath Shiller CAPE ETN seller in Q4 2015 was LPL Financial, an estimated $259K sold.

Based on aggregated 13F filings for Q4 2015.