CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
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
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

1
MWM
Meridian Wealth Management
Kentucky
$311K
2
HighTower Advisors
HighTower Advisors
Illinois
$1.38M
3
WA
WFG Advisors
Texas
$785K
4
ATC
Argent Trust Co
Tennessee
$301K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$981K

Top Sellers

1
SG
StoneX Group
New York
$1.49M
2
AA
Ancora Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1
StoneX Group
New York
$1.49M -$56.9K -5,930 -4%
HighTower Advisors
2
HighTower Advisors
Illinois
$1.38M +$94.3K +9,110 +7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$981K +$71K +6,850 +8%
WA
4
WFG Advisors
Texas
$785K +$79.3K +7,650 +11%
FEG
5
Financial Enhancement Group
Indiana
$400K – – –
MWM
6
Meridian Wealth Management
Kentucky
$311K +$311K +30,000 New
ATC
7
Argent Trust Co
Tennessee
$301K +$77.8K +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 +$22K +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 +$10K +1,000 New
AA
15
Ancora Advisors
Ohio
– -$29K -3,000 Closed