CAPD

iPath Shiller CAPE ETN

Delisted

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 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
10
Increased
8
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
1
Waddell & Associates
Tennessee
$36.7M +$480K +30,800 +1%
HT
2
Heritage Trust
Oklahoma
$8.63M -$135K -8,650 -2%
PAG
3
Private Advisor Group
New Jersey
$6.78M -$61.3K -3,930 -0.9%
ATC
4
Argent Trust Co
Tennessee
$3.31M -$136K -8,700 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.09M -$105K -6,720 -3%
LPL Financial
6
LPL Financial
California
$2.45M +$222K +14,230 +10%
RG
7
Retirement Group
California
$2.34M +$90.3K +5,790 +4%
SPI
8
Santori & Peters Inc
Pennsylvania
$2.24M -$2.5K -160 -0.1%
IAIM
9
International Assets Investment Management
Florida
$2.2M +$18.2K +1,200 +0.8%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.72M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$909K -$72.6K -4,660 -7%
SG
12
StoneX Group
New York
$764K -$41.5K -2,660 -5%
Osaic Holdings
13
Osaic Holdings
Arizona
$751K -$13.7K -880 -2%
CIA
14
Capital Investment Advisors
Georgia
$710K +$2.19K +140 +0.3%
MML Investors Services
15
MML Investors Services
Massachusetts
$701K +$119K +7,620 +20%
FEG
16
Financial Enhancement Group
Indiana
$663K -$44K -2,820 -6%
Ameriprise
17
Ameriprise
Minnesota
$638K +$638K +40,890 New
CIBC World Market
18
CIBC World Market
Ontario, Canada
$634K +$7.49K +480 +1%
WWM
19
Western Wealth Management
Colorado
$632K
WP
20
WealthShield Partners
North Carolina
$605K +$605K +38,790 New
EK
21
Evensky & Katz
Florida
$558K
AAS
22
Avantax Advisory Services
Texas
$483K -$10.1K -650 -2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$284K +$284K +18,230 New
AIA
24
Armor Investment Advisors
North Carolina
$261K
AWA
25
Arete Wealth Advisors
Illinois
$241K +$241K +15,440 New