CAPD

iPath Shiller CAPE ETN

Delisted

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

20 hedge funds and large institutions have $13M invested in iPath Shiller CAPE ETN in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
4
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
1
Global Financial Private Capital
Florida
$4.5M +$201K +17,210 +5%
HighTower Advisors
2
HighTower Advisors
Illinois
$1.79M -$32K -2,740 -2%
SPI
3
Santori & Peters Inc
Pennsylvania
$1.59M +$65.8K +5,630 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.17M -$114K -9,730 -9%
SG
5
StoneX Group
New York
$548K -$11.9K -1,020 -2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$497K +$497K +42,570 New
FEG
7
Financial Enhancement Group
Indiana
$454K -$6.54K -560 -1%
Stifel Financial
8
Stifel Financial
Missouri
$446K -$28K -2,400 -6%
ATC
9
Argent Trust Co
Tennessee
$431K
CIA
10
Capital Investment Advisors
Georgia
$380K +$30.1K +2,580 +9%
MML Investors Services
11
MML Investors Services
Massachusetts
$337K -$480K -41,050 -59%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$277K -$8.07K -690 -3%
LPL Financial
13
LPL Financial
California
$204K +$204K +17,430 New
PWM
14
Perigon Wealth Management
California
$186K
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$76K +$22.2K +1,910 +41%
AG
16
Advisor Group
Arizona
$42K
UBS Group
17
UBS Group
Switzerland
$28K +$28K +2,400 New
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$20K
Wells Fargo
19
Wells Fargo
California
$12K -$27K -2,250 -69%
IFWM
20
Institute for Wealth Management
Colorado
-$253K -21,730 Closed
GBBWRPM
21
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$13K -1,000 Closed