iPath Shiller CAPE ETN
CAPD
CAPD was delisted on the 11th of October, 2022.
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.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
5% more funds holding
Funds holding: 60 → 63 (+3)
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
4% less capital invested
Capital invested by funds: $239M → $229M (-$9.79M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$5.13M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.62M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.1M |
| 4 |
EH
Equitable Holdings
New York
|
+$1.04M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$975K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
-$12.6M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.22M |
| 3 |
BA
Bridge Advisory
Pasadena,
California
|
-$1.17M |
| 4 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$1.02M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$539K |
CAPD Hedge Fund Activity: Q1 2022 in Review
63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iPath Shiller CAPE ETN (CAPD) for Q1 2022, worth a combined $229M — down 4.1% from $239M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CAPD positions and 3 closed out — a net gain of 3 holders — while 21 added to existing stakes and 20 trimmed.
The largest buyer was Waddell & Associates, adding an estimated $5.13M. The largest seller was TMD Wealth Management, cutting an estimated $12.6M.
- 63 institutional investors held iPath Shiller CAPE ETN (CAPD) as of Q1 2022, up from 60 in Q4 2021.
- Funds reported $229M of iPath Shiller CAPE ETN stock for Q1 2022, down 4.1% quarter-over-quarter.
- 6 funds opened new iPath Shiller CAPE ETN positions in Q1 2022 and 3 closed out, a net change of +3 holders.
- The largest iPath Shiller CAPE ETN buyer in Q1 2022 was Waddell & Associates, an estimated $5.13M added.
- The largest iPath Shiller CAPE ETN seller in Q1 2022 was TMD Wealth Management, an estimated $12.6M sold.
Based on aggregated 13F filings for Q1 2022.