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CAPD

iPath Shiller CAPE ETN
CAPD

Delisted

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

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15 hedge funds and large institutions have $5.96M invested in iPath Shiller CAPE ETN in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

7% more funds holding

Funds holding: 14 → 15 (+1)

3% more capital invested

Capital invested by funds: $5.78M → $5.96M (+$188K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
4
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Meridian Wealth Management
Kentucky
+$303K
2
HighTower Advisors
HighTower Advisors
Illinois
+$92.1K
3
WA
WFG Advisors
Texas
+$77.3K
4
ATC
Argent Trust Co
Tennessee
+$75.8K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$69.2K

Top Sellers

Rank Fund Capital Flow
1
SG
StoneX Group
New York
-$59.9K
2
AA
Ancora Advisors
Ohio
-$29K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1
StoneX Group
New York
$1.49M -$59.9K -5,930 -4%
HighTower Advisors
2
HighTower Advisors
Illinois
$1.38M +$92.1K +9,110 +7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$981K +$69.2K +6,850 +8%
WA
4
WFG Advisors
Texas
$785K +$77.3K +7,650 +11%
FEG
5
Financial Enhancement Group
Indiana
$400K – – –
MWM
6
Meridian Wealth Management
Kentucky
$311K +$303K +30,000 New
ATC
7
Argent Trust Co
Tennessee
$301K +$75.8K +7,500 +35%
PWM
8
Perigon Wealth Management
California
$165K – – –
Creative Planning
9
Creative Planning
Kansas
$66K – – –
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$32K – – –
AG
11
Advisor Group
Arizona
$22K +$21.4K +2,120 New
GBBWRPM
12
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K – – –
Wells Fargo
13
Wells Fargo
California
$10K – – –
TRCT
14
Tower Research Capital (TRC)
New York
$10K +$10.1K +1,000 New
AA
15
Ancora Advisors
Ohio
– -$29K -3,000 Closed

CAPD Hedge Fund Activity: Q1 2017 in Review

15 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iPath Shiller CAPE ETN (CAPD) for Q1 2017, worth a combined $5.96M — up 3.3% from $5.78M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CAPD positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Meridian Wealth Management, opening a new position worth an estimated $303K. The largest seller was StoneX Group, cutting an estimated $59.9K.

  • 15 institutional investors held iPath Shiller CAPE ETN (CAPD) as of Q1 2017, up from 14 in Q4 2016.
  • Funds reported $5.96M of iPath Shiller CAPE ETN stock for Q1 2017, up 3.3% quarter-over-quarter.
  • 3 funds opened new iPath Shiller CAPE ETN positions in Q1 2017 and 1 closed out, a net change of +2 holders.
  • The largest iPath Shiller CAPE ETN buyer in Q1 2017 was Meridian Wealth Management, an estimated $303K added.
  • The largest iPath Shiller CAPE ETN seller in Q1 2017 was StoneX Group, an estimated $59.9K sold.

Based on aggregated 13F filings for Q1 2017.