CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

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41 hedge funds and large institutions have $143M invested in iPath Shiller CAPE ETN in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.72%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
2
Increased
19
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$15M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$8.06M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9M
4
FFWM
4
Future Financial Wealth Management
Ohio
$2.85M
5
IAIM
5
International Assets Investment Management
Florida
$5.03M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$6.51M
2
WP
2
WealthShield Partners
North Carolina
$0
3
Brown Advisory
3
Brown Advisory
Maryland
$0
4
Ameriprise
4
Ameriprise
Minnesota
$555K
5
ACM
5
Avalon Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1
Waddell & Associates
Tennessee
$47.3M +$1.2M +62,480 +3%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$15M +$8.28M +431,470 +124%
HT
3
Heritage Trust
Oklahoma
$11.1M +$133K +6,910 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9M +$7.58M +395,010 +534%
BRWA
5
B. Riley Wealth Advisors
Florida
$8.06M +$8.06M +420,400 New
PAG
6
Private Advisor Group
New Jersey
$6.51M -$1.78M -92,680 -21%
IAIM
7
International Assets Investment Management
Florida
$5.03M +$2.47M +137,720 +96%
BA
8
Bridge Advisory
California
$4.98M +$124K +6,480 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.44M +$374K +19,500 +9%
ATC
10
Argent Trust Co
Tennessee
$4.23M +$166K +8,660 +4%
AWM
11
Accel Wealth Management
Iowa
$3.12M -$62.3K -3,250 -2%
LPL Financial
12
LPL Financial
California
$3.09M +$79.2K +4,130 +3%
SPI
13
Santori & Peters Inc
Pennsylvania
$2.95M +$93.2K +4,860 +3%
FFWM
14
Future Financial Wealth Management
Ohio
$2.85M +$2.63M +137,290 +1,194%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.78M +$1.64M +85,560 +145%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.11M -$10.9K -570 -0.5%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.08M +$128K +6,690 +13%
SG
18
StoneX Group
New York
$1.02M +$384 +20 +0%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$955K +$464K +24,170 +94%
CIA
20
Capital Investment Advisors
Georgia
$888K +$17.7K +920 +2%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$862K +$13.2K +690 +2%
MML Investors Services
22
MML Investors Services
Massachusetts
$795K -$204K -10,650 -20%
FEG
23
Financial Enhancement Group
Indiana
$778K -$38.8K -2,020 -5%
WWM
24
Western Wealth Management
Colorado
$777K – – –
EK
25
Evensky & Katz
Florida
$667K -$19.2K -1,000 -3%
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