Waddell & Associates LLC Purchases 65,712 Shares of Shiller CAPE U.S. Equities ETF $CAPE

Waddell & Associates LLC lifted its position in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 3.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,054,398 shares of the company’s stock after purchasing an additional 65,712 shares during the quarter. Shiller CAPE U.S. Equities ETF accounts for 5.6% of Waddell & Associates LLC’s portfolio, making the stock its 7th largest position. Waddell & Associates LLC owned approximately 20.14% of Shiller CAPE U.S. Equities ETF worth $66,932,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Osaic Holdings Inc. raised its holdings in Shiller CAPE U.S. Equities ETF by 27.0% during the 2nd quarter. Osaic Holdings Inc. now owns 3,999 shares of the company’s stock worth $127,000 after buying an additional 849 shares during the period. Armor Investment Advisors LLC increased its position in shares of Shiller CAPE U.S. Equities ETF by 8.4% during the second quarter. Armor Investment Advisors LLC now owns 17,022 shares of the company’s stock worth $541,000 after acquiring an additional 1,313 shares in the last quarter. Northwestern Mutual Wealth Management Co. acquired a new position in Shiller CAPE U.S. Equities ETF in the 2nd quarter worth $45,000. Kingswood Wealth Advisors LLC raised its stake in shares of Shiller CAPE U.S. Equities ETF by 8.1% in the 3rd quarter. Kingswood Wealth Advisors LLC now owns 20,050 shares of the company’s stock valued at $653,000 after purchasing an additional 1,500 shares during the period. Finally, Walled Lake Planning & Wealth Management LLC lifted its holdings in shares of Shiller CAPE U.S. Equities ETF by 0.6% in the second quarter. Walled Lake Planning & Wealth Management LLC now owns 872,962 shares of the company’s stock valued at $27,769,000 after purchasing an additional 5,009 shares in the last quarter. 25.05% of the stock is currently owned by institutional investors.

Shiller CAPE U.S. Equities ETF Price Performance

CAPE stock opened at $32.96 on Wednesday. The stock has a market capitalization of $338.83 million, a P/E ratio of -22.73 and a beta of 1.05. Shiller CAPE U.S. Equities ETF has a fifty-two week low of $27.01 and a fifty-two week high of $33.28. The business has a 50-day moving average of $32.70 and a 200-day moving average of $32.35.

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. The fund utilizes the Precidian non-transparent model. CAPE was launched on Mar 31, 2022 and is managed by DoubleLine.