iPath Shiller CAPE ETN
CAPD
CAPD was delisted on the 11th of October, 2022.
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.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
84% more capital invested
Capital invested by funds: $5.7M → $10.5M (+$4.78M)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
6% less funds holding
Funds holding: 18 → 17 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
+$4.24M |
| 2 |
SG
StoneX Group
New York
|
+$539K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$262K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$94.9K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$93.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$397K |
| 2 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$213K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$47K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
-$32K |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$23.9K |
CAPD Hedge Fund Activity: Q3 2017 in Review
17 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iPath Shiller CAPE ETN (CAPD) for Q3 2017, worth a combined $10.5M — up 84% from $5.7M a quarter earlier.
Fund positioning in CAPD was balanced in Q3 2017: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 1 trimmed.
The largest buyer was Global Financial Private Capital, opening a new position worth an estimated $4.24M. The largest seller was Meridian Wealth Management, exiting entirely with an estimated $397K sold.
- 17 institutional investors held iPath Shiller CAPE ETN (CAPD) as of Q3 2017, down from 18 in Q2 2017.
- Funds reported $10.5M of iPath Shiller CAPE ETN stock for Q3 2017, up 84% quarter-over-quarter.
- 4 funds opened new iPath Shiller CAPE ETN positions in Q3 2017 and 4 closed out, a net change of 0 holders.
- The largest iPath Shiller CAPE ETN buyer in Q3 2017 was Global Financial Private Capital, an estimated $4.24M added.
- The largest iPath Shiller CAPE ETN seller in Q3 2017 was Meridian Wealth Management, an estimated $397K sold.
Based on aggregated 13F filings for Q3 2017.