CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

Back to rankings

44 hedge funds and large institutions have $105M invested in iPath Shiller CAPE ETN in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
15
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$6.22M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.32M
3
WA
Waddell & Associates
Tennessee
$42.8M
4
Brown Advisory
Brown Advisory
Maryland
$481K
5
WAP
Wealthcare Advisory Partners
Pennsylvania
$456K

Top Sellers

1
RG
Retirement Group
California
$33K
2
WP
WealthShield Partners
North Carolina
$590K
3
PAG
Private Advisor Group
New Jersey
$7.69M
4
IAIM
International Assets Investment Management
Florida
$2.47M
5
IA
IFP Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1
Waddell & Associates
Tennessee
$42.8M +$861K +48,330 +2%
HT
2
Heritage Trust
Oklahoma
$10.2M +$366K +20,550 +4%
PAG
3
Private Advisor Group
New Jersey
$7.69M -$44.3K -2,490 -0.6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.22M +$6.22M +348,970 New
BA
5
Bridge Advisory
California
$4.51M +$4.51M +253,310 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.78M +$254K +14,260 +7%
ATC
7
Argent Trust Co
Tennessee
$3.78M – – –
AWM
8
Accel Wealth Management
Iowa
$2.95M +$2.95M +165,770 New
LPL Financial
9
LPL Financial
California
$2.8M -$4.28K -240 -0.2%
SPI
10
Santori & Peters Inc
Pennsylvania
$2.67M +$95.6K +5,330 +4%
IAIM
11
International Assets Investment Management
Florida
$2.47M -$37.2K -2,150 -1%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.97M – – –
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.32M +$992K +55,700 +306%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.05M +$14.8K +830 +1%
SG
15
StoneX Group
New York
$945K +$72.3K +4,060 +8%
MML Investors Services
16
MML Investors Services
Massachusetts
$928K +$128K +7,180 +16%
Osaic Holdings
17
Osaic Holdings
Arizona
$887K +$28K +1,570 +3%
Ameriprise
18
Ameriprise
Minnesota
$857K +$129K +7,220 +18%
CIA
19
Capital Investment Advisors
Georgia
$808K -$2.49K -140 -0.3%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$788K +$64.3K +3,610 +9%
FEG
21
Financial Enhancement Group
Indiana
$758K +$1.07K +60 +0.1%
WWM
22
Western Wealth Management
Colorado
$722K – – –
EK
23
Evensky & Katz
Florida
$637K – – –
WP
24
WealthShield Partners
North Carolina
$590K -$100K -5,640 -15%
AAS
25
Avantax Advisory Services
Texas
$551K – – –
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