Shiller CAPE U.S. Equities ETF $CAPE is Waddell & Associates LLC’s 8th Largest Position

Waddell & Associates LLC lifted its stake in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 2.1% in the 4th quarter, Holdings Channel.com reports. The firm owned 2,097,338 shares of the company’s stock after buying an additional 42,940 shares during the quarter. Shiller CAPE U.S. Equities ETF comprises about 4.6% of Waddell & Associates LLC’s portfolio, making the stock its 8th largest holding. Waddell & Associates LLC owned approximately 0.20% of Shiller CAPE U.S. Equities ETF worth $67,610,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the business. Straightline Group LLC raised its position in Shiller CAPE U.S. Equities ETF by 0.7% in the fourth quarter. Straightline Group LLC now owns 1,020,759 shares of the company’s stock worth $33,624,000 after acquiring an additional 7,196 shares in the last quarter. Foundations Investment Advisors LLC raised its position in Shiller CAPE U.S. Equities ETF by 11.2% in the fourth quarter. Foundations Investment Advisors LLC now owns 571,950 shares of the company’s stock worth $18,437,000 after acquiring an additional 57,451 shares in the last quarter. UBS Group AG raised its position in Shiller CAPE U.S. Equities ETF by 1.2% in the fourth quarter. UBS Group AG now owns 367,903 shares of the company’s stock worth $11,860,000 after acquiring an additional 4,378 shares in the last quarter. Santori & Peters Inc. raised its position in Shiller CAPE U.S. Equities ETF by 0.3% in the fourth quarter. Santori & Peters Inc. now owns 252,817 shares of the company’s stock worth $8,150,000 after acquiring an additional 643 shares in the last quarter. Finally, HF Advisory Group LLC raised its position in Shiller CAPE U.S. Equities ETF by 31.7% in the fourth quarter. HF Advisory Group LLC now owns 157,353 shares of the company’s stock worth $5,072,000 after acquiring an additional 37,838 shares in the last quarter. Hedge funds and other institutional investors own 25.05% of the company’s stock.

Shiller CAPE U.S. Equities ETF Stock Performance

NYSEARCA:CAPE opened at $32.15 on Tuesday. The stock has a fifty day moving average price of $32.02 and a two-hundred day moving average price of $32.28. The stock has a market capitalization of $266.20 million, a price-to-earnings ratio of -22.17 and a beta of 0.98. Shiller CAPE U.S. Equities ETF has a 1 year low of $29.74 and a 1 year high of $34.25.

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.