iPath Shiller CAPE ETN
CAPD
CAPD was delisted on the 11th of October, 2022.
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.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
20% more funds holding
Funds holding: 15 → 18 (+3)
4% less capital invested
Capital invested by funds: $5.96M → $5.7M (-$262K)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$591K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$407K |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$246K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$223K |
| 5 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$74.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG
StoneX Group
New York
|
-$1.49M |
| 2 |
WA
WFG Advisors
Dallas,
Texas
|
-$786K |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$32K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$21.4K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$10K |
CAPD Hedge Fund Activity: Q2 2017 in Review
18 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iPath Shiller CAPE ETN (CAPD) for Q2 2017, worth a combined $5.7M — down 4.4% from $5.96M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CAPD positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $591K. The largest seller was StoneX Group, exiting entirely with an estimated $1.49M sold.
- 18 institutional investors held iPath Shiller CAPE ETN (CAPD) as of Q2 2017, up from 15 in Q1 2017.
- Funds reported $5.7M of iPath Shiller CAPE ETN stock for Q2 2017, down 4.4% quarter-over-quarter.
- 6 funds opened new iPath Shiller CAPE ETN positions in Q2 2017 and 3 closed out, a net change of +3 holders.
- The largest iPath Shiller CAPE ETN buyer in Q2 2017 was MML Investors Services, an estimated $591K added.
- The largest iPath Shiller CAPE ETN seller in Q2 2017 was StoneX Group, an estimated $1.49M sold.
Based on aggregated 13F filings for Q2 2017.