CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

Back to rankings

24 hedge funds and large institutions have $17.3M invested in iPath Shiller CAPE ETN in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
12
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$1.08M
2
ED
Exane Derivatives
France
$398K
3
AIA
Armor Investment Advisors
North Carolina
$218K
4
PWM
Perigon Wealth Management
California
$211K
5
MML Investors Services
MML Investors Services
Massachusetts
$385K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
GFPC
Global Financial Private Capital
Florida
$6.13M
3
Jane Street
Jane Street
New York
$0
4
ATC
Argent Trust Co
Tennessee
$411K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
1
Global Financial Private Capital
Florida
$6.13M -$328K -24,720 -5%
HighTower Advisors
2
HighTower Advisors
Illinois
$2.04M +$10.7K +810 +0.5%
SPI
3
Santori & Peters Inc
Pennsylvania
$1.85M +$82.6K +6,230 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.44M +$17.2K +1,300 +1%
LPL Financial
5
LPL Financial
California
$1.08M +$416K +31,330 +62%
CIA
6
Capital Investment Advisors
Georgia
$548K +$2.25K +170 +0.4%
FEG
7
Financial Enhancement Group
Indiana
$525K – – –
Stifel Financial
8
Stifel Financial
Missouri
$506K – – –
ATC
9
Argent Trust Co
Tennessee
$411K -$50.9K -3,840 -11%
ED
10
Exane Derivatives
France
$398K +$398K +30,010 New
MML Investors Services
11
MML Investors Services
Massachusetts
$385K +$135K +10,190 +54%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$383K +$74.2K +5,600 +24%
SG
13
StoneX Group
New York
$338K +$52.8K +3,980 +19%
Ameriprise
14
Ameriprise
Minnesota
$299K +$37.2K +2,810 +14%
AIA
15
Armor Investment Advisors
North Carolina
$218K +$218K +16,450 New
PWM
16
Perigon Wealth Management
California
$211K +$211K +15,900 New
AG
17
Advisor Group
Arizona
$132K +$54.7K +4,140 +71%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$94K +$7.67K +580 +9%
AOWM
19
Alpha Omega Wealth Management
Virginia
$90K +$17.3K +1,300 +24%
JFA
20
JNBA Financial Advisors
Minnesota
$90K +$90K +6,750 New
AA
21
Ancora Advisors
Ohio
$53K +$53K +4,000 New
GWM
22
Geneos Wealth Management
Colorado
$51K +$51K +3,900 New
LGWM
23
Litman Gregory Wealth Management
California
$6K +$6K +450 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
– -$450K -37,430 Closed
Jane Street
25
Jane Street
New York
– -$228K -18,830 Closed
1
2