CAPD

iPath Shiller CAPE ETN

Delisted

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

35 hedge funds and large institutions have $35.9M invested in iPath Shiller CAPE ETN in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
9
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
1
Waddell & Associates
Tennessee
$12.6M -$20.3K -1,500 -0.2%
PAG
2
Private Advisor Group
New Jersey
$6.06M -$59.1K -4,360 -1%
ATC
3
Argent Trust Co
Tennessee
$2.12M +$318K +23,480 +18%
HighTower Advisors
4
HighTower Advisors
Illinois
$2.09M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.95M +$310K +22,830 +19%
SPI
6
Santori & Peters Inc
Pennsylvania
$1.87M -$11.3K -830 -0.6%
LPL Financial
7
LPL Financial
California
$1.65M -$725K -53,470 -31%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$951K +$602K +44,430 +173%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$843K +$86.6K +6,390 +11%
CIA
10
Capital Investment Advisors
Georgia
$825K +$78.2K +5,760 +10%
FEG
11
Financial Enhancement Group
Indiana
$553K -$2.85K -210 -0.5%
WWM
12
Western Wealth Management
Colorado
$548K
Ameriprise
13
Ameriprise
Minnesota
$511K -$19.8K -1,460 -4%
EK
14
Evensky & Katz
Florida
$425K
MML Investors Services
15
MML Investors Services
Massachusetts
$378K
Stifel Financial
16
Stifel Financial
Missouri
$363K -$162K -12,000 -31%
IFWM
17
Institute for Wealth Management
Colorado
$361K +$3.8K +280 +1%
AG
18
Advisor Group
Arizona
$342K +$70.4K +5,170 +26%
SG
19
StoneX Group
New York
$332K +$6.37K +470 +2%
KWM
20
Kingsview Wealth Management
Oregon
$255K -$813 -60 -0.3%
AIA
21
Armor Investment Advisors
North Carolina
$223K
PWM
22
Perigon Wealth Management
California
$216K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$169K +$75.1K +5,540 +80%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$52K
GWM
25
Geneos Wealth Management
Colorado
$52K