CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

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17 hedge funds and large institutions have $10.5M invested in iPath Shiller CAPE ETN in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GFPC
1
Global Financial Private Capital
Florida
$4.28M
2
SG
2
StoneX Group
New York
$544K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$264K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$707K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.17M

Top Sellers

1
MWM
1
Meridian Wealth Management
Kentucky
$0
2
IFWM
2
Institute for Wealth Management
Colorado
$0
3
Creative Planning
3
Creative Planning
Kansas
$0
4
NFG
4
Next Financial Group
Texas
$0
5
FEG
5
Financial Enhancement Group
Indiana
$405K
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
1
Global Financial Private Capital
Florida
$4.28M +$4.28M +390,320 New
HighTower Advisors
2
HighTower Advisors
Illinois
$1.74M +$50.3K +4,580 +3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.17M +$94.3K +8,600 +9%
MML Investors Services
4
MML Investors Services
Massachusetts
$707K +$95.7K +8,730 +16%
SG
5
StoneX Group
New York
$544K +$544K +49,610 New
Stifel Financial
6
Stifel Financial
Missouri
$420K – – –
FEG
7
Financial Enhancement Group
Indiana
$405K -$24.1K -2,200 -6%
ATC
8
Argent Trust Co
Tennessee
$389K – – –
CIA
9
Capital Investment Advisors
Georgia
$316K +$62K +5,650 +24%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$264K +$264K +24,120 New
PWM
11
Perigon Wealth Management
California
$174K – – –
AG
12
Advisor Group
Arizona
$40K +$2.66K +240 +7%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$13K +$2.34K +220 +22%
Wells Fargo
14
Wells Fargo
California
$11K – – –
GBBWRPM
15
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$10K – – –
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$7K +$7K +620 New
MWM
17
Meridian Wealth Management
Kentucky
– -$397K -37,000 Closed
IFWM
18
Institute for Wealth Management
Colorado
– -$213K -19,930 Closed
Creative Planning
19
Creative Planning
Kansas
– -$47K -4,370 Closed
NFG
20
Next Financial Group
Texas
– -$32K -3,000 Closed