CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

Back to rankings

60 hedge funds and large institutions have $239M invested in iPath Shiller CAPE ETN in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
60
Holders Change
+15
Holders Change %
+33.33%
% of All Funds
0.93%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
17
Increased
22
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
TMD Wealth Management
Arizona
$13.8M
2
BA
2
Bridgewater Advisors
New York
$11.5M
3
IAIM
3
International Assets Investment Management
Florida
$2.99M
4
EK
4
Evensky & Katz
Florida
$2.72M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.72M

Top Sellers

1
TW
1
Transform Wealth
Colorado
$952K
2
WA
2
Waddell & Associates
Tennessee
$55.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.26M
4
AAS
4
Avantax Advisory Services
Texas
$362K
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1
Waddell & Associates
Tennessee
$55.5M -$1.92M -84,220 -3%
SFG
2
Socha Financial Group
New York
$45.6M +$45.6M +2,002,382 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$19.3M +$736K +32,344 +4%
TWM
4
TMD Wealth Management
Arizona
$13.8M +$13.1M +576,951 +2,110%
HT
5
Heritage Trust
Oklahoma
$13.7M +$165K +7,246 +1%
BA
6
Bridgewater Advisors
New York
$11.5M +$11.5M +506,568 New
PAG
7
Private Advisor Group
New Jersey
$9.99M +$72.5K +3,184 +0.7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.72M +$1.71M +74,925 +28%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.74M +$95K +4,175 +2%
BA
10
Bridge Advisory
California
$5.42M -$42K -1,844 -0.8%
ATC
11
Argent Trust Co
Tennessee
$5.19M +$51K +2,240 +1%
LPL Financial
12
LPL Financial
California
$5.19M +$820K +36,023 +19%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.94M +$118K +5,198 +2%
AWM
14
Accel Wealth Management
Iowa
$3.7M +$63K +2,770 +2%
SPI
15
Santori & Peters Inc
Pennsylvania
$3.54M +$36.6K +1,608 +1%
IAIM
16
International Assets Investment Management
Florida
$2.99M +$2.99M +135,556 New
EK
17
Evensky & Katz
Florida
$2.72M +$1.93M +84,660 +244%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.29M +$15.9K +700 +0.7%
CAN
19
Cetera Advisor Networks
California
$1.81M +$1M +43,984 +124%
FFWM
20
Future Financial Wealth Management
Ohio
$1.6M +$69.3K +3,056 +5%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$1.26M +$117K +5,148 +10%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.26M -$1.35M -59,365 -52%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$1.24M +$132K +5,802 +12%
SG
24
StoneX Group
New York
$1.23M -$16.2K -710 -1%
CIA
25
Capital Investment Advisors
Georgia
$1.1M +$85.2K +3,746 +8%
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