CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

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45 hedge funds and large institutions have $86.2M invested in iPath Shiller CAPE ETN in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 1 reducing their positions, and 3 closing their positions.

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.79%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
7
Increased
36
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Stratos Wealth Advisors
Ohio
$1.82M
2
PAG
2
Private Advisor Group
New Jersey
$8.67M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.13M
4
LPL Financial
4
LPL Financial
California
$4.15M
5
ASN
5
Advisory Services Network
Georgia
$502K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$886K
2
BRWA
2
B. Riley Wealth Advisors
Florida
$0
3
IAIM
3
International Assets Investment Management
Florida
$0
4
FFWM
4
Future Financial Wealth Management
Ohio
$1.42M
5
BA
5
Bridge Advisory
California
$5.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$16.8M 800,672 +20,232 +3%
HT
2
Heritage Trust
Oklahoma
$12.4M 591,785 +11,325 +2%
PAG
3
Private Advisor Group
New Jersey
$8.67M 413,537 +74,367 +22%
BA
4
Bridge Advisory
California
$5.01M 239,150 -20,640 -8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5M 238,438 +6,858 +3%
ATC
6
Argent Trust Co
Tennessee
$4.8M 228,910 +8,250 +4%
LPL Financial
7
LPL Financial
California
$4.15M 197,863 +36,703 +23%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.13M 197,001 +52,281 +36%
AWM
9
Accel Wealth Management
Iowa
$3.41M 162,520 – –
SPI
10
Santori & Peters Inc
Pennsylvania
$3.23M 154,199 +659 +0.4%
HighTower Advisors
11
HighTower Advisors
Illinois
$2.09M 99,780 -10,350 -9%
SWA
12
Stratos Wealth Advisors
Ohio
$1.82M 86,798 +86,798 New
FFWM
13
Future Financial Wealth Management
Ohio
$1.42M 67,628 -81,162 -55%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.19M 56,490 +40 +0.1%
SG
15
StoneX Group
New York
$1.14M 54,355 +1,285 +2%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$1.12M 53,280 +3,510 +7%
CIBC World Market
17
CIBC World Market
Ontario, Canada
$991K 47,261 +2,301 +5%
CIA
18
Capital Investment Advisors
Georgia
$959K 45,745 -535 -1%
WWM
19
Western Wealth Management
Colorado
$900K 43,020 +2,500 +6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$886K 42,263 -426,677 -91%
FEG
21
Financial Enhancement Group
Indiana
$819K 39,094 -1,446 -4%
MML Investors Services
22
MML Investors Services
Massachusetts
$724K 34,549 -6,901 -17%
EK
23
Evensky & Katz
Florida
$720K 34,360 -390 -1%
AAS
24
Avantax Advisory Services
Texas
$618K 29,450 -1,510 -5%
ASN
25
Advisory Services Network
Georgia
$502K 23,930 +23,930 New
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