iPath Shiller CAPE ETN
CAPD
CAPD was delisted on the 11th of October, 2022.
36 hedge funds and large institutions have $41.4M invested in iPath Shiller CAPE ETN in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
16% more funds holding
Funds holding: 31 → 36 (+5)
6% more capital invested
Capital invested by funds: $39.1M → $41.4M (+$2.28M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$5.58M |
| 2 |
LPL Financial
San Diego,
California
|
+$604K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$318K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$233K |
| 5 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$10.1M |
| 2 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$457K |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$435K |
| 4 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$67.4K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$43.5K |
CAPD Hedge Fund Activity: Q1 2019 in Review
36 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iPath Shiller CAPE ETN (CAPD) for Q1 2019, worth a combined $41.4M — up 5.8% from $39.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CAPD positions and 3 closed out — a net gain of 5 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $5.58M. The largest seller was Evensky & Katz, cutting an estimated $10.1M.
- 36 institutional investors held iPath Shiller CAPE ETN (CAPD) as of Q1 2019, up from 31 in Q4 2018.
- Funds reported $41.4M of iPath Shiller CAPE ETN stock for Q1 2019, up 5.8% quarter-over-quarter.
- 8 funds opened new iPath Shiller CAPE ETN positions in Q1 2019 and 3 closed out, a net change of +5 holders.
- The largest iPath Shiller CAPE ETN buyer in Q1 2019 was Private Advisor Group, an estimated $5.58M added.
- The largest iPath Shiller CAPE ETN seller in Q1 2019 was Evensky & Katz, an estimated $10.1M sold.
Based on aggregated 13F filings for Q1 2019.