Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) Stock Holdings Increased by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC grew its position in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 122.9% during the 4th quarter, Holdings Channel reports. The firm owned 29,200 shares of the company’s stock after purchasing an additional 16,100 shares during the period. Kingswood Wealth Advisors LLC’s holdings in Shiller CAPE U.S. Equities ETF were worth $875,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Bank of Montreal Can increased its position in shares of Shiller CAPE U.S. Equities ETF by 4.7% during the 2nd quarter. Bank of Montreal Can now owns 95,011 shares of the company’s stock valued at $2,641,000 after purchasing an additional 4,226 shares during the period. Avaii Wealth Management LLC grew its holdings in shares of Shiller CAPE U.S. Equities ETF by 2.9% in the 3rd quarter. Avaii Wealth Management LLC now owns 24,056 shares of the company’s stock worth $712,000 after acquiring an additional 683 shares during the last quarter. HF Advisory Group LLC grew its holdings in shares of Shiller CAPE U.S. Equities ETF by 3.0% in the 4th quarter. HF Advisory Group LLC now owns 108,698 shares of the company’s stock worth $3,257,000 after acquiring an additional 3,217 shares during the last quarter. Capital Investment Advisors LLC grew its holdings in shares of Shiller CAPE U.S. Equities ETF by 4.3% in the 4th quarter. Capital Investment Advisors LLC now owns 91,822 shares of the company’s stock worth $2,752,000 after acquiring an additional 3,820 shares during the last quarter. Finally, Armor Investment Advisors LLC grew its holdings in shares of Shiller CAPE U.S. Equities ETF by 18.9% in the 3rd quarter. Armor Investment Advisors LLC now owns 15,008 shares of the company’s stock worth $444,000 after acquiring an additional 2,385 shares during the last quarter.

Shiller CAPE U.S. Equities ETF Stock Down 0.7 %

Shares of NYSEARCA CAPE opened at $30.85 on Wednesday. The stock has a market capitalization of $430.67 million, a price-to-earnings ratio of 25.30 and a beta of 0.93. The stock’s fifty day simple moving average is $30.72 and its 200 day simple moving average is $29.71. Shiller CAPE U.S. Equities ETF has a 52-week low of $26.21 and a 52-week high of $32.13.

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.