iPath Shiller CAPE ETN
CAPD
CAPD was delisted on the 11th of October, 2022.
44 hedge funds and large institutions have $57.5M invested in iPath Shiller CAPE ETN in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
40% more capital invested
Capital invested by funds: $41.1M → $57.5M (+$16.3M)
26% more funds holding
Funds holding: 35 → 44 (+9)
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$2.53M |
| 2 |
Jane Street
New York
|
+$517K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$454K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$224K |
| 5 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$2.51M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$363K |
| 3 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$320K |
| 4 |
SPI
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
-$117K |
| 5 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$109K |
CAPD Hedge Fund Activity: Q4 2019 in Review
44 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iPath Shiller CAPE ETN (CAPD) for Q4 2019, worth a combined $57.5M — up 40% from $41.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CAPD positions and 3 closed out — a net gain of 9 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was Avalon Capital Management, opening a new position worth an estimated $2.53M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $2.51M sold.
- 44 institutional investors held iPath Shiller CAPE ETN (CAPD) as of Q4 2019, up from 35 in Q3 2019.
- Funds reported $57.5M of iPath Shiller CAPE ETN stock for Q4 2019, up 40% quarter-over-quarter.
- 12 funds opened new iPath Shiller CAPE ETN positions in Q4 2019 and 3 closed out, a net change of +9 holders.
- The largest iPath Shiller CAPE ETN buyer in Q4 2019 was Avalon Capital Management, an estimated $2.53M added.
- The largest iPath Shiller CAPE ETN seller in Q4 2019 was Kingsview Wealth Management, an estimated $2.51M sold.
Based on aggregated 13F filings for Q4 2019.