CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

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35 hedge funds and large institutions have $41.1M invested in iPath Shiller CAPE ETN in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
–
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
14
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
Kingsview Wealth Management
Oregon
$2.51M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$2.75M
3
ATC
Argent Trust Co
Tennessee
$2.58M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$258K
5
Ameriprise
Ameriprise
Minnesota
$708K

Top Sellers

1
WA
Waddell & Associates
Tennessee
$12.3M
2
MML Investors Services
MML Investors Services
Massachusetts
$223K
3
HighTower Advisors
HighTower Advisors
Illinois
$1.96M
4
AOWM
Alpha Omega Wealth Management
Virginia
$0
5
EK
Evensky & Katz
Florida
$416K
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1
Waddell & Associates
Tennessee
$12.3M -$442K -32,200 -3%
PAG
2
Private Advisor Group
New Jersey
$6.13M -$8.93K -650 -0.1%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.75M +$1.78M +129,840 +185%
ATC
4
Argent Trust Co
Tennessee
$2.58M +$427K +31,100 +20%
KWM
5
Kingsview Wealth Management
Oregon
$2.51M +$2.25M +163,600 +869%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.12M +$142K +10,370 +7%
SPI
7
Santori & Peters Inc
Pennsylvania
$1.97M +$77.4K +5,630 +4%
HighTower Advisors
8
HighTower Advisors
Illinois
$1.96M -$149K -10,860 -7%
LPL Financial
9
LPL Financial
California
$1.77M +$96.3K +7,010 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$855K +$1.51K +110 +0.2%
CIA
11
Capital Investment Advisors
Georgia
$851K +$15.7K +1,140 +2%
Ameriprise
12
Ameriprise
Minnesota
$708K +$219K +16,880 +45%
FEG
13
Financial Enhancement Group
Indiana
$561K +$1.37K +100 +0.2%
WWM
14
Western Wealth Management
Colorado
$558K – – –
SG
15
StoneX Group
New York
$513K +$176K +12,810 +52%
EK
16
Evensky & Katz
Florida
$416K -$15.4K -1,120 -4%
IFWM
17
Institute for Wealth Management
Colorado
$384K +$19.1K +1,390 +5%
Stifel Financial
18
Stifel Financial
Missouri
$383K +$15.1K +1,100 +4%
AG
19
Advisor Group
Arizona
$345K -$688 -50 -0.2%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$258K +$258K +18,760 New
AIA
21
Armor Investment Advisors
North Carolina
$226K – – –
MML Investors Services
22
MML Investors Services
Massachusetts
$223K -$160K -11,650 -42%
PWM
23
Perigon Wealth Management
California
$221K – – –
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$171K – – –
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$67K +$56K +4,090 +511%
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