We are live on ! Find out more
CAPD

iPath Shiller CAPE ETN
CAPD

Delisted

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

Back to rankings

19 hedge funds and large institutions have $12.9M invested in iPath Shiller CAPE ETN in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

23% more capital invested

Capital invested by funds: $10.5M → $12.9M (+$2.37M)

12% more funds holding

Funds holding: 17 → 19 (+2)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
10
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IFWM
Institute for Wealth Management
Colorado
+$246K
2
MML Investors Services
MML Investors Services
Massachusetts
+$60.8K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$45.3K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$41.9K
5
FEG
Financial Enhancement Group
Indiana
+$27.9K

Top Sellers

Rank Fund Capital Flow
1
GFPC
Global Financial Private Capital
Florida
-$253K
2
HighTower Advisors
HighTower Advisors
Illinois
-$29.8K
3
SG
StoneX Group
New York
-$19.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1
Global Financial Private Capital
Florida
$4.29M -$253K -22,360 -6%
HighTower Advisors
2
HighTower Advisors
Illinois
$1.82M -$29.8K -2,630 -2%
SPI
3
Santori & Peters Inc
Pennsylvania
$1.5M +$1.48M +130,480 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.28M +$41.9K +3,700 +3%
MML Investors Services
5
MML Investors Services
Massachusetts
$814K +$60.8K +5,370 +8%
SG
6
StoneX Group
New York
$558K -$19.1K -1,690 -3%
Stifel Financial
7
Stifel Financial
Missouri
$472K +$24.9K +2,200 +6%
FEG
8
Financial Enhancement Group
Indiana
$459K +$27.9K +2,460 +7%
ATC
9
Argent Trust Co
Tennessee
$429K +$15.3K +1,350 +4%
CIA
10
Capital Investment Advisors
Georgia
$349K +$13.1K +1,160 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$284K +$2.94K +260 +1%
IFWM
12
Institute for Wealth Management
Colorado
$253K +$246K +21,730 New
PWM
13
Perigon Wealth Management
California
$185K – – –
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$53K +$45.3K +4,000 +645%
AG
15
Advisor Group
Arizona
$42K – – –
Wells Fargo
16
Wells Fargo
California
$38K +$25.5K +2,250 +225%
JP Morgan Chase
17
JP Morgan Chase
New York
$20K +$5.21K +460 +38%
GBBWRPM
18
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$13K – – –

CAPD Hedge Fund Activity: Q4 2017 in Review

19 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iPath Shiller CAPE ETN (CAPD) for Q4 2017, worth a combined $12.9M — up 23% from $10.5M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CAPD positions and 0 closed out — a net gain of 2 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Institute for Wealth Management, opening a new position worth an estimated $246K. The largest seller was Global Financial Private Capital, cutting an estimated $253K.

  • 19 institutional investors held iPath Shiller CAPE ETN (CAPD) as of Q4 2017, up from 17 in Q3 2017.
  • Funds reported $12.9M of iPath Shiller CAPE ETN stock for Q4 2017, up 23% quarter-over-quarter.
  • 2 funds opened new iPath Shiller CAPE ETN positions in Q4 2017 and 0 closed out, a net change of +2 holders.
  • The largest iPath Shiller CAPE ETN buyer in Q4 2017 was Institute for Wealth Management, an estimated $246K added.
  • The largest iPath Shiller CAPE ETN seller in Q4 2017 was Global Financial Private Capital, an estimated $253K sold.

Based on aggregated 13F filings for Q4 2017.