CAPD

iPath Shiller CAPE ETN

Delisted

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.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
10
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
1
Waddell & Associates
Tennessee
$12.1M -$71K -5,450 -0.6%
GFPC
2
Global Financial Private Capital
Florida
$6.77M -$481K -36,950 -7%
PAG
3
Private Advisor Group
New Jersey
$5.87M +$5.87M +450,990 New
LPL Financial
4
LPL Financial
California
$2.28M +$636K +48,890 +39%
HighTower Advisors
5
HighTower Advisors
Illinois
$2M
SPI
6
Santori & Peters Inc
Pennsylvania
$1.81M -$28.9K -2,220 -2%
ATC
7
Argent Trust Co
Tennessee
$1.73M +$207K +15,920 +14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.57M +$45.4K +3,490 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$726K +$74.2K +5,700 +11%
CIA
10
Capital Investment Advisors
Georgia
$717K +$83.6K +6,420 +13%
FEG
11
Financial Enhancement Group
Indiana
$533K +$17.7K +1,360 +3%
WWM
12
Western Wealth Management
Colorado
$531K
Ameriprise
13
Ameriprise
Minnesota
$509K +$157K +12,040 +44%
Stifel Financial
14
Stifel Financial
Missouri
$506K
EK
15
Evensky & Katz
Florida
$408K -$10.7M -820,320 -96%
ED
16
Exane Derivatives
France
$391K
MML Investors Services
17
MML Investors Services
Massachusetts
$363K -$45.8K -3,520 -11%
IFWM
18
Institute for Wealth Management
Colorado
$342K +$5.46K +420 +2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$335K +$335K +25,710 New
SG
20
StoneX Group
New York
$313K -$23.3K -1,790 -7%
Jane Street
21
Jane Street
New York
$272K -$2.47K -190 -0.9%
AG
22
Advisor Group
Arizona
$261K -$42K -3,210 -14%
KWM
23
Kingsview Wealth Management
Oregon
$246K +$246K +18,880 New
PWM
24
Perigon Wealth Management
California
$216K +$216K +15,900 New
AIA
25
Armor Investment Advisors
North Carolina
$214K +$214K +16,450 New