CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

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18 hedge funds and large institutions have $5.7M invested in iPath Shiller CAPE ETN in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
6
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$598K
2
Stifel Financial
2
Stifel Financial
Missouri
$412K
3
CIA
3
Capital Investment Advisors
Georgia
$248K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.65M
5
MWM
5
Meridian Wealth Management
Kentucky
$397K

Top Sellers

1
SG
1
StoneX Group
New York
$0
2
WA
2
WFG Advisors
Texas
$17K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
Creative Planning
4
Creative Planning
Kansas
$47K
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$1.65M +$225K +21,020 +16%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.05M +$31.6K +2,950 +3%
MML Investors Services
3
MML Investors Services
Massachusetts
$598K +$598K +55,760 New
FEG
4
Financial Enhancement Group
Indiana
$420K +$5.9K +550 +1%
Stifel Financial
5
Stifel Financial
Missouri
$412K +$412K +38,400 New
MWM
6
Meridian Wealth Management
Kentucky
$397K +$75.1K +7,000 +23%
ATC
7
Argent Trust Co
Tennessee
$381K +$69.8K +6,500 +22%
CIA
8
Capital Investment Advisors
Georgia
$248K +$248K +23,160 New
IFWM
9
Institute for Wealth Management
Colorado
$213K +$213K +19,930 New
PWM
10
Perigon Wealth Management
California
$171K – – –
Creative Planning
11
Creative Planning
Kansas
$47K -$21.7K -2,020 -32%
AG
12
Advisor Group
Arizona
$36K +$13.4K +1,250 +59%
NFG
13
Next Financial Group
Texas
$32K +$32K +3,000 New
WA
14
WFG Advisors
Texas
$17K -$787K -74,100 -98%
Wells Fargo
15
Wells Fargo
California
$11K – – –
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$11K +$11K +1,000 New
GBBWRPM
17
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$10K – – –
SG
18
StoneX Group
New York
– -$1.49M -155,640 Closed
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
– -$32K -3,300 Closed
TRCT
20
Tower Research Capital (TRC)
New York
– -$10K -1,000 Closed