iPath Shiller CAPE ETN
CAPD
CAPD was delisted on the 11th of October, 2022.
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.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
33% more capital invested
Capital invested by funds: $79.1M → $105M (+$26.3M)
16% more funds holding
Funds holding: 38 → 44 (+6)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.83M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$931K |
| 3 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$808K |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$451K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$428K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RG
Retirement Group
San Diego,
California
|
-$2.48M |
| 2 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$94.3K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$41.6K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$35.9K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$16.7K |
CAPD Hedge Fund Activity: Q4 2020 in Review
44 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iPath Shiller CAPE ETN (CAPD) for Q4 2020, worth a combined $105M — up 33% from $79.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CAPD positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 7 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $5.83M. The largest seller was Retirement Group, cutting an estimated $2.48M.
- 44 institutional investors held iPath Shiller CAPE ETN (CAPD) as of Q4 2020, up from 38 in Q3 2020.
- Funds reported $105M of iPath Shiller CAPE ETN stock for Q4 2020, up 33% quarter-over-quarter.
- 8 funds opened new iPath Shiller CAPE ETN positions in Q4 2020 and 2 closed out, a net change of +6 holders.
- The largest iPath Shiller CAPE ETN buyer in Q4 2020 was Cambridge Investment Research Advisors, an estimated $5.83M added.
- The largest iPath Shiller CAPE ETN seller in Q4 2020 was Retirement Group, an estimated $2.48M sold.
Based on aggregated 13F filings for Q4 2020.