HF Advisory Group LLC Acquires 37,838 Shares of Shiller CAPE U.S. Equities ETF $CAPE

HF Advisory Group LLC grew its holdings in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 31.7% in the 4th quarter, Holdings Channel.com reports. The firm owned 157,353 shares of the company’s stock after acquiring an additional 37,838 shares during the period. HF Advisory Group LLC’s holdings in Shiller CAPE U.S. Equities ETF were worth $5,072,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in CAPE. Santori & Peters Inc. grew its stake in shares of Shiller CAPE U.S. Equities ETF by 0.3% in the 4th quarter. Santori & Peters Inc. now owns 252,817 shares of the company’s stock worth $8,150,000 after buying an additional 643 shares during the last quarter. Osaic Holdings Inc. increased its position 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 valued at $127,000 after buying an additional 849 shares in the last quarter. Northwestern Mutual Wealth Management Co. purchased a new position in Shiller CAPE U.S. Equities ETF during the second quarter valued at $45,000. Creative Financial Designs Inc. ADV raised its stake in Shiller CAPE U.S. Equities ETF by 10.2% during the third quarter. Creative Financial Designs Inc. ADV now owns 16,255 shares of the company’s stock valued at $530,000 after buying an additional 1,500 shares during the last quarter. Finally, Kingswood Wealth Advisors LLC boosted its holdings in Shiller CAPE U.S. Equities ETF by 8.1% in the third quarter. Kingswood Wealth Advisors LLC now owns 20,050 shares of the company’s stock worth $653,000 after acquiring an additional 1,500 shares in the last quarter. 25.05% of the stock is owned by institutional investors.

Shiller CAPE U.S. Equities ETF Trading Up 0.5%

NYSEARCA CAPE opened at $30.99 on Thursday. Shiller CAPE U.S. Equities ETF has a 12 month low of $27.01 and a 12 month high of $33.29. The stock has a market cap of $318.58 million, a P/E ratio of -21.37 and a beta of 1.05. The stock’s fifty day moving average price is $32.32 and its 200-day moving average price is $32.25.

Shiller CAPE U.S. Equities ETF Company 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.