Waddell & Associates LLC cut its stake in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE – Free Report) by 0.1% during the 2nd quarter, Holdings Channel.com reports. The firm owned 1,952,955 shares of the company’s stock after selling 1,024 shares during the quarter. Shiller CAPE U.S. Equities ETF accounts for about 7.1% of Waddell & Associates LLC’s holdings, making the stock its 6th largest position. Waddell & Associates LLC owned approximately 0.14% of Shiller CAPE U.S. Equities ETF worth $54,137,000 at the end of the most recent quarter.
Other institutional investors and hedge funds also recently bought and sold shares of the company. Foundations Investment Advisors LLC purchased a new position in shares of Shiller CAPE U.S. Equities ETF in the second quarter valued at about $1,429,000. Csenge Advisory Group lifted its position in shares of Shiller CAPE U.S. Equities ETF by 2.0% in the second quarter. Csenge Advisory Group now owns 216,162 shares of the company’s stock valued at $5,992,000 after acquiring an additional 4,234 shares in the last quarter. Transcend Capital Advisors LLC lifted its position in shares of Shiller CAPE U.S. Equities ETF by 9.2% in the second quarter. Transcend Capital Advisors LLC now owns 13,653 shares of the company’s stock valued at $378,000 after acquiring an additional 1,154 shares in the last quarter. Kingswood Wealth Advisors LLC lifted its position in shares of Shiller CAPE U.S. Equities ETF by 33.3% in the first quarter. Kingswood Wealth Advisors LLC now owns 12,400 shares of the company’s stock valued at $347,000 after acquiring an additional 3,100 shares in the last quarter. Finally, Walled Lake Planning & Wealth Management LLC lifted its position in shares of Shiller CAPE U.S. Equities ETF by 1.6% in the fourth quarter. Walled Lake Planning & Wealth Management LLC now owns 845,782 shares of the company’s stock valued at $22,438,000 after acquiring an additional 13,467 shares in the last quarter.
Shiller CAPE U.S. Equities ETF Price Performance
Shares of CAPE stock traded down $0.49 during trading hours on Friday, hitting $28.51. The stock had a trading volume of 22,694 shares, compared to its average volume of 36,570. Shiller CAPE U.S. Equities ETF has a one year low of $22.68 and a one year high of $29.31. The stock’s 50-day moving average price is $28.33 and its two-hundred day moving average price is $27.66. The stock has a market capitalization of $398.00 million, a price-to-earnings ratio of 25.30 and a beta of 0.93.
Shiller CAPE U.S. Equities ETF Profile
The Barclays ETN+ Shiller Capet ETN (CAPE) is an exchange-traded fund that is based on the Shiller Barclays CAPE US Sector index. The fund is an actively managed, non-transparent ETF that aims to outperform the S&P 500 Index by investing in US stocks of any size from the most undervalued sectors based on the CAPE ratio and momentum factors.
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