CAPD

iPath Shiller CAPE ETN
CAPD

Overview Fund Activity
Delisted

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

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63 hedge funds and large institutions have $229M invested in iPath Shiller CAPE ETN in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
6
Increased
21
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Waddell & Associates
Tennessee
$59.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.27M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$20.1M
4
EH
4
Equitable Holdings
New York
$1.06M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.55M

Top Sellers

1
TWM
1
TMD Wealth Management
Arizona
$597K
2
PAG
2
Private Advisor Group
New Jersey
$8.54M
3
BA
3
Bridge Advisory
California
$4.12M
4
EK
4
Evensky & Katz
Florida
$1.63M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.28M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
Waddell & Associates
Tennessee
$59.6M 2,673,456 +234,835 +10%
SFG
2
Socha Financial Group
New York
$45.1M 2,025,170 +22,788 +1%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$20.1M 899,743 +50,250 +6%
HT
4
Heritage Trust
Oklahoma
$13.3M 595,875 -7,155 -1%
BA
5
Bridgewater Advisors
New York
$11.1M 497,127 -9,441 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.55M 383,733 +44,668 +13%
PAG
7
Private Advisor Group
New Jersey
$8.54M 383,259 -55,691 -13%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.27M 326,149 +74,097 +29%
ATC
9
Argent Trust Co
Tennessee
$5.79M 259,646 +31,496 +14%
LPL Financial
10
LPL Financial
California
$4.53M 203,421 -24,373 -11%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.28M 192,182 -24,678 -11%
BA
12
Bridge Advisory
California
$4.12M 184,691 -53,494 -22%
AWM
13
Accel Wealth Management
Iowa
$3.57M 160,920 -1,690 -1%
SPI
14
Santori & Peters Inc
Pennsylvania
$3.35M 150,485 -4,865 -3%
IAIM
15
International Assets Investment Management
Florida
$3.03M 140,245 +4,689 +3%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.24M 100,480 – –
CAN
17
Cetera Advisor Networks
California
$1.98M 88,866 +9,456 +12%
WWM
18
Western Wealth Management
Colorado
$1.93M 86,400 +43,200 +100%
EK
19
Evensky & Katz
Florida
$1.63M 72,930 -46,494 -39%
FFWM
20
Future Financial Wealth Management
Ohio
$1.44M 64,366 -6,318 -9%
CIA
21
Capital Investment Advisors
Georgia
$1.33M 59,424 +11,170 +23%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$1.3M 58,225 +2,762 +5%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.28M 57,255 +10,937 +24%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.26M 56,540 +1,196 +2%
SG
25
StoneX Group
New York
$1.18M 52,972 -1,012 -2%
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