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 $151M invested in iPath Shiller CAPE ETN in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
45
Holders Change
–
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
5
Increased
17
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TW
1
Transform Wealth
Colorado
$5.11M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.46M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.42M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.57M
5
WA
5
Waddell & Associates
Tennessee
$53.2M

Top Sellers

1
SWA
1
Stratos Wealth Advisors
Ohio
$890K
2
ASN
2
Advisory Services Network
Georgia
$0
3
LPL Financial
3
LPL Financial
California
$4.04M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$1.02M
5
ATC
5
Argent Trust Co
Tennessee
$4.76M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Waddell & Associates
Tennessee
$53.2M 2,522,841 +28,313 +1%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$17.2M 817,149 +16,477 +2%
HT
3
Heritage Trust
Oklahoma
$12.6M 595,784 +3,999 +0.7%
PAG
4
Private Advisor Group
New Jersey
$9.18M 435,766 +22,229 +5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.57M 264,140 +67,139 +34%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.22M 247,877 +9,439 +4%
TW
7
Transform Wealth
Colorado
$5.11M 242,407 +242,407 New
BA
8
Bridge Advisory
California
$5.06M 240,029 +879 +0.4%
ATC
9
Argent Trust Co
Tennessee
$4.76M 225,910 -3,000 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.46M 211,662 +155,172 +275%
LPL Financial
11
LPL Financial
California
$4.04M 191,771 -6,092 -3%
AWM
12
Accel Wealth Management
Iowa
$3.37M 159,840 -2,680 -2%
SPI
13
Santori & Peters Inc
Pennsylvania
$3.24M 153,742 -457 -0.3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.42M 114,709 +72,446 +171%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.1M 99,780 – –
FFWM
16
Future Financial Wealth Management
Ohio
$1.42M 67,628 – –
SG
17
StoneX Group
New York
$1.15M 54,694 +339 +0.6%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$1.06M 50,315 +3,054 +6%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$1.02M 48,580 -4,700 -9%
CIA
20
Capital Investment Advisors
Georgia
$938K 44,508 -1,237 -3%
SWA
21
Stratos Wealth Advisors
Ohio
$890K 42,223 -44,575 -51%
MML Investors Services
22
MML Investors Services
Massachusetts
$856K 40,616 +6,067 +18%
FEG
23
Financial Enhancement Group
Indiana
$781K 37,063 -2,031 -5%
CAN
24
Cetera Advisor Networks
California
$746K 35,426 +24,746 +232%
EK
25
Evensky & Katz
Florida
$732K 34,764 +404 +1%
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