iPath Shiller CAPE ETN
CAPD
CAPD was delisted on the 11th of October, 2022.
38 hedge funds and large institutions have $79.1M invested in iPath Shiller CAPE ETN in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 7 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
11% more capital invested
Capital invested by funds: $71.4M → $79.1M (+$7.71M)
9% more funds holding
Funds holding: 35 → 38 (+3)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$627K |
| 2 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$595K |
| 3 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$472K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$280K |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$237K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$853K |
| 2 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$430K |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
-$207K |
| 4 |
ATC
Argent Trust Co
Nashville,
Tennessee
|
-$133K |
| 5 |
HT
Heritage Trust
Oklahoma City,
Oklahoma
|
-$133K |
CAPD Hedge Fund Activity: Q3 2020 in Review
38 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iPath Shiller CAPE ETN (CAPD) for Q3 2020, worth a combined $79.1M — up 11% from $71.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CAPD positions and 7 closed out — a net gain of 3 holders — while 8 added to existing stakes and 10 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $627K. The largest seller was Jane Street, exiting entirely with an estimated $853K sold.
- 38 institutional investors held iPath Shiller CAPE ETN (CAPD) as of Q3 2020, up from 35 in Q2 2020.
- Funds reported $79.1M of iPath Shiller CAPE ETN stock for Q3 2020, up 11% quarter-over-quarter.
- 10 funds opened new iPath Shiller CAPE ETN positions in Q3 2020 and 7 closed out, a net change of +3 holders.
- The largest iPath Shiller CAPE ETN buyer in Q3 2020 was Ameriprise, an estimated $627K added.
- The largest iPath Shiller CAPE ETN seller in Q3 2020 was Jane Street, an estimated $853K sold.
Based on aggregated 13F filings for Q3 2020.