Shiller CAPE U.S. Equities ETF $CAPE Shares Sold by Socha Financial Group LLC

Socha Financial Group LLC decreased its position in Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 28.8% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 59,628 shares of the company’s stock after selling 24,062 shares during the period. Shiller CAPE U.S. Equities ETF comprises approximately 0.9% of Socha Financial Group LLC’s portfolio, making the stock its 9th largest position. Socha Financial Group LLC’s holdings in Shiller CAPE U.S. Equities ETF were worth $1,922,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. bought a new stake in Shiller CAPE U.S. Equities ETF in the 2nd quarter valued at $45,000. Osaic Holdings Inc. lifted its position in Shiller CAPE U.S. Equities ETF by 27.0% in the 2nd quarter. Osaic Holdings Inc. now owns 3,999 shares of the company’s stock valued at $127,000 after acquiring an additional 849 shares in the last quarter. United Advisor Group LLC lifted its position in Shiller CAPE U.S. Equities ETF by 19.1% in the 4th quarter. United Advisor Group LLC now owns 7,381 shares of the company’s stock valued at $238,000 after acquiring an additional 1,184 shares in the last quarter. Triad Wealth Partners LLC bought a new stake in Shiller CAPE U.S. Equities ETF in the 3rd quarter valued at $259,000. Finally, Pettinga Financial Advisors LLC bought a new stake in Shiller CAPE U.S. Equities ETF in the 3rd quarter valued at $265,000. Institutional investors and hedge funds own 25.05% of the company’s stock.

Shiller CAPE U.S. Equities ETF Trading Up 0.1%

CAPE opened at $32.12 on Wednesday. The stock has a market capitalization of $265.95 million, a P/E ratio of -22.15 and a beta of 1.04. Shiller CAPE U.S. Equities ETF has a 12 month low of $29.46 and a 12 month high of $33.29. The firm’s fifty day simple moving average is $31.95 and its 200 day simple moving average is $32.19.

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.