CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

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31 hedge funds and large institutions have $39.1M invested in iPath Shiller CAPE ETN in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 5 closing their positions.

Holders
31
Holders Change
+7
Holders Change %
+29.17%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
12
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EK
1
Evensky & Katz
Florida
$9.57M
2
GFPC
2
Global Financial Private Capital
Florida
$6.26M
3
ATC
3
Argent Trust Co
Tennessee
$1.32M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$562K
5
LPL Financial
5
LPL Financial
California
$1.42M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
AIA
2
Armor Investment Advisors
North Carolina
$0
3
PWM
3
Perigon Wealth Management
California
$0
4
JFA
4
JNBA Financial Advisors
Minnesota
$0
5
AA
5
Ancora Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Waddell & Associates
Tennessee
$10.5M 93,694 +93,694 New
EK
2
Evensky & Katz
Florida
$9.57M 85,169 +85,169 New
GFPC
3
Global Financial Private Capital
Florida
$6.26M 55,700 +9,500 +21%
HighTower Advisors
4
HighTower Advisors
Illinois
$1.73M 15,387 – –
SPI
5
Santori & Peters Inc
Pennsylvania
$1.58M 14,094 +139 +1%
LPL Financial
6
LPL Financial
California
$1.42M 12,610 +4,456 +55%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.32M 11,738 +880 +8%
ATC
8
Argent Trust Co
Tennessee
$1.32M 11,719 +8,618 +278%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$562K 5,008 +5,008 New
CIA
10
Capital Investment Advisors
Georgia
$547K 4,862 +729 +18%
FEG
11
Financial Enhancement Group
Indiana
$525K 3,960 – –
WWM
12
Western Wealth Management
Colorado
$453K 4,052 +4,052 New
Stifel Financial
13
Stifel Financial
Missouri
$437K 3,885 +65 +2%
AIC
14
Ameritas Investment Company
Nebraska
$435K 3,866 +3,866 New
MML Investors Services
15
MML Investors Services
Massachusetts
$353K 3,142 +239 +8%
ED
16
Exane Derivatives
France
$337K 3,001 – –
Ameriprise
17
Ameriprise
Minnesota
$304K 2,707 +450 +20%
IFWM
18
Institute for Wealth Management
Colorado
$291K 2,588 +2,588 New
SG
19
StoneX Group
New York
$290K 2,583 +34 +1%
AG
20
Advisor Group
Arizona
$261K 2,316 +1,317 +132%
Jane Street
21
Jane Street
New York
$237K 2,112 +2,112 New
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$91K 812 +812 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$81K 716 +5 +0.7%
GWM
24
Geneos Wealth Management
Colorado
$43K 390 – –
UBS Group
25
UBS Group
Switzerland
$38K 337 +337 New
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